Stoneridge Investment Partners’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-23,948	Closed	-$1.18M	–	118
2022 Q4	$1.18M	Buy	+23,948	New	+$1.18M	0.65%	48
2021 Q3	–	Sell	-38,220	Closed	-$2.02M	–	137
2021 Q2	$2.02M	Buy	+38,220	New	+$2.02M	0.98%	32