Shepherd Financial Partners’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$206K	Buy	+3,966	New	+$206K	0.02%	235
2025 Q1	–	Sell	-3,960	Closed	-$215K	–	239
2024 Q4	$215K	Buy	+3,960	New	+$215K	0.03%	209