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
2026 Q1	$3.6M	Buy	62,527 +12,841	+26%	+$757K	0.05%	239
2025 Q4	$2.91M	Buy	49,686 +2,531	+5%	+$138K	0.05%	247
2025 Q3	$2.67M	Buy	47,155 +18,412	+64%	+$1.02M	0.04%	301
2025 Q2	$1.49M	Buy	+28,743	New	+$1.35M	0.03%	342
2024 Q4	–	Sell	-9,053	Closed	-$427K	–	797
2024 Q3	$427K	Sell	9,053 -363	-4%	-$17.2K	0.01%	442
2024 Q2	$408K	Sell	9,416 -33	-0.3%	-$1.39K	0.01%	416
2024 Q1	$410K	Buy	9,449 +101	+1%	+$4.17K	0.01%	384
2023 Q4	$410K	Buy	9,348 +207	+2%	+$7.48K	0.01%	320
2023 Q3	$319K	Sell	9,141 -300	-3%	-$10.5K	0.01%	361
2023 Q2	$254K	Buy	9,441 +1,206	+15%	+$33.5K	0.01%	411
2023 Q1	$246K	Buy	8,235 +3,064	+59%	+$140K	0.01%	357
2022 Q4	$254K	Buy	5,171 +59	+1%	+$2.95K	0.01%	316
2022 Q3	$260K	Sell	5,112 -185	-3%	-$10.1K	0.01%	286
2022 Q2	$270K	Buy	5,297 +179	+3%	+$10.2K	0.02%	296
2022 Q1	$336K	Buy	+5,118	New	+$350K	0.03%	228
2018 Q1	–	Sell	-1,412	Closed	-$75K	–	1704
2017 Q4	$75K	Buy	+1,412	New	+$67.6K	0.01%	711