Sigma Planning Corp’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	$231K	Sell	4,010 -628	-14%	-$37K	0.01%	1171
2025 Q4	$271K	Buy	4,638 +127	+3%	+$6.92K	0.01%	1085
2025 Q3	$255K	Sell	4,511 -678	-13%	-$37.7K	0.01%	1101
2025 Q2	$270K	Buy	5,189 +163	+3%	+$7.65K	0.01%	1035
2025 Q1	$251K	Buy	5,026 +837	+20%	+$45.1K	0.01%	1032
2024 Q4	$227K	Sell	4,189 -2,738	-40%	-$150K	0.01%	1036
2024 Q3	$327K	Sell	6,927 -241	-3%	-$11.4K	0.01%	922
2024 Q2	$311K	Sell	7,168 -2,172	-23%	-$91.7K	0.01%	911
2024 Q1	$405K	Buy	9,340 +4,480	+92%	+$185K	0.01%	850
2023 Q4	$213K	Sell	4,860 -9,253	-66%	-$334K	0.02%	761
2023 Q3	$492K	Sell	14,113 -4,264	-23%	-$149K	0.02%	725
2023 Q2	$494K	Buy	18,377 +6,082	+49%	+$169K	0.02%	741
2023 Q1	$368K	Buy	+12,295	New	+$563K	0.01%	934