Simplicity Solutions’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-6,941	Closed	-$301K	–	1012
2020 Q4	$301K	Buy	+6,941	New	+$257K	﹤0.01%	781
2020 Q3	–	Sell	-6,207	Closed	-$211K	–	962
2020 Q2	$211K	Buy	+6,207	New	+$197K	﹤0.01%	817
2020 Q1	–	Sell	-6,557	Closed	-$340K	–	908
2019 Q4	$340K	Buy	+6,557	New	+$318K	0.01%	635
2019 Q2	–	Sell	-21,300	Closed	-$967K	–	897
2019 Q1	$967K	Buy	21,300 +14,111	+196%	+$673K	0.06%	258
2018 Q4	$293K	Sell	7,189 -7,836	-52%	-$365K	0.04%	452
2018 Q3	$754K	Sell	15,025 -76	-0.5%	-$4.01K	0.04%	200
2018 Q2	$796K	Buy	15,101 +8,212	+119%	+$453K	0.06%	185
2018 Q1	$363K	Buy	6,889 +956	+16%	+$51.4K	0.03%	251
2017 Q4	$302K	Buy	+5,933	New	+$284K	0.03%	294
2017 Q3	–	Sell	-5,977	Closed	-$262K	–	398
2017 Q2	$262K	Sell	5,977 -1,818	-23%	-$74.9K	0.03%	346
2017 Q1	$327K	Buy	7,795 +1,865	+31%	+$81K	0.05%	282
2016 Q4	$255K	Buy	+5,930	New	+$218K	0.06%	284