Stratos Wealth Partners’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	$442K	Sell	7,677 -209	-3%	-$12.3K	0.01%	1117
2025 Q4	$462K	Buy	7,886 +240	+3%	+$13.1K	0.01%	1079
2025 Q3	$433K	Sell	7,646 -106	-1%	-$5.9K	0.01%	1080
2025 Q2	$403K	Sell	7,752 -466	-6%	-$21.9K	0.01%	1014
2025 Q1	$410K	Sell	8,218 -1,272	-13%	-$68.5K	0.01%	964
2024 Q4	$515K	Sell	9,490 -2,356	-20%	-$129K	0.01%	926
2024 Q3	$559K	Sell	11,846 -846	-7%	-$40.1K	0.01%	899
2024 Q2	$550K	Sell	12,692 -10,401	-45%	-$439K	0.01%	870
2024 Q1	$1M	Buy	23,093 +2,347	+11%	+$96.8K	0.02%	643
2023 Q4	$910K	Buy	20,746 +2,262	+12%	+$81.7K	0.02%	663
2023 Q3	$645K	Sell	18,484 -3,783	-17%	-$132K	0.01%	726
2023 Q2	$598K	Buy	+22,267	New	+$618K	0.01%	703
2022 Q3	–	Sell	-6,586	Closed	-$335K	–	1240
2022 Q2	$335K	Sell	6,586 -155	-2%	-$8.81K	0.01%	886
2022 Q1	$442K	Buy	+6,741	New	+$461K	0.01%	857
2018 Q4	–	Sell	-1,523	Closed	-$76K	–	2555
2018 Q3	$76K	Buy	+1,523	New	+$80.4K	﹤0.01%	1265
2018 Q2	–	Sell	-1,024	Closed	-$54K	–	2633
2018 Q1	$54K	Sell	1,024 -400	-28%	-$21.5K	﹤0.01%	1538
2017 Q4	$72K	Buy	+1,424	New	+$68.2K	﹤0.01%	1340