Shelton Capital Management’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$341K	Buy	5,925 +500	+9%	+$29.5K	0.01%	472
2025 Q4	$318K	Sell	5,425 -372	-6%	-$20.3K	0.01%	476
2025 Q3	$328K	Hold	5,797	–	–	0.01%	477
2025 Q2	$301K	Sell	5,797 -167	-3%	-$7.83K	0.01%	487
2025 Q1	$297K	Sell	5,964 -332	-5%	-$17.9K	0.01%	472
2024 Q4	$342K	Hold	6,296	–	–	0.01%	453
2024 Q3	$297K	Sell	6,296 -240	-4%	-$11.4K	0.01%	505
2024 Q2	$283K	Sell	6,536 -299	-4%	-$12.6K	0.01%	509
2024 Q1	$297K	Buy	+6,835	New	+$282K	0.01%	538
2022 Q1	–	Sell	-9,194	Closed	-$581K	–	881
2021 Q4	$581K	Hold	9,194	–	–	0.02%	335
2021 Q3	$569K	Hold	9,194	–	–	0.02%	332
2021 Q2	$486K	Sell	9,194 -9,194	-50%	-$515K	0.02%	386
2021 Q1	$1.01M	Buy	+18,388	New	+$947K	0.04%	289
2018 Q2	–	Sell	-41,526	Closed	-$2.19M	–	890
2018 Q1	$2.19M	Sell	41,526 -74,000	-64%	-$3.98M	0.15%	141
2017 Q4	$5.87M	Buy	115,526 +44,800	+63%	+$2.15M	0.39%	58
2017 Q3	$3.34M	Buy	+70,726	New	+$3.15M	0.23%	104