Summit Trail Advisors’s Zions Bancorporation ZION Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
2024
Q4
Sell
2024
Q3
$427K Sell
2024
Q2
$408K Sell
2024
Q1
$410K Buy
2023
Q4
$410K Buy
2023
Q3
$319K Sell
2023
Q2
$254K Buy
2023
Q1
$246K Buy
2022
Q4
$254K Buy
2022
Q3
$260K Sell
2022
Q2
$270K Buy
2022
Q1
$336K Buy
2018
Q1
Sell
2017
Q4
$75K Buy