Spire Wealth 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	$1.27K	Hold	22	–	–	﹤0.01%	2106
2025 Q4	$1.29K	Hold	22	–	–	﹤0.01%	2158
2025 Q3	$1.25K	Sell	22 -97	-82%	-$5.4K	﹤0.01%	2236
2025 Q2	$6.18K	Sell	119 -46	-28%	-$2.16K	﹤0.01%	1884
2025 Q1	$8.23K	Sell	165 -4	-2%	-$215	﹤0.01%	1897
2024 Q4	$9.17K	Sell	169 -400	-70%	-$21.9K	﹤0.01%	1857
2024 Q3	$26.9K	Hold	569	–	–	﹤0.01%	1345
2024 Q2	$24.7K	Sell	569 -820	-59%	-$34.6K	﹤0.01%	1368
2024 Q1	$60.3K	Sell	1,389 -192	-12%	-$7.92K	﹤0.01%	1154
2023 Q4	$65.8K	Sell	1,581 -214	-12%	-$7.73K	﹤0.01%	1111
2023 Q3	$62.6K	Sell	1,795 -3,355	-65%	-$117K	﹤0.01%	1090
2023 Q2	$138K	Buy	5,150 +4,100	+390%	+$114K	0.01%	850
2023 Q1	$31.4K	Buy	+1,050	New	+$48.1K	﹤0.01%	1412
2022 Q1	–	Sell	-58	Closed	-$4K	–	2921
2021 Q4	$4K	Buy	+58	New	+$3.7K	﹤0.01%	2656
2021 Q2	–	Sell	-58	Closed	-$3K	–	3004
2021 Q1	$3K	Buy	+58	New	+$2.99K	﹤0.01%	2789