Sonen Capital’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,000	Closed	-$269K	–	102
2023 Q1	$269K	Hold	9,000	–	–	0.46%	72
2022 Q4	$442K	Hold	9,000	–	–	0.72%	60
2022 Q3	$458K	Buy	+9,000	New	+$458K	0.74%	59