SWA

Sutton Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$11.2K	Buy	320 +36	+13%	+$1.26K	0.01%	449
2023 Q2	$7.63K	Buy	284 +89	+46%	+$2.39K	﹤0.01%	503
2023 Q1	$5.84K	Sell	195 -2	-1%	-$60	﹤0.01%	498
2022 Q4	$9.69K	Sell	197 -26	-12%	-$1.28K	﹤0.01%	956
2022 Q3	$11.3K	Sell	223 -2	-0.9%	-$102	﹤0.01%	855
2022 Q2	$11.5K	Buy	225 +16	+8%	+$814	﹤0.01%	862
2022 Q1	$13.7K	Hold	209	–	–	﹤0.01%	845
2021 Q4	$13.2K	Sell	209 -9	-4%	-$568	﹤0.01%	843
2021 Q3	$13.5K	Hold	218	–	–	0.01%	813
2021 Q2	$11.5K	Hold	218	–	–	﹤0.01%	869
2021 Q1	$12K	Hold	218	–	–	﹤0.01%	825
2020 Q4	$9.47K	Buy	218 +118	+118%	+$5.13K	﹤0.01%	828
2020 Q3	$2.92K	Hold	100	–	–	﹤0.01%	1028
2020 Q2	$3.4K	Hold	100	–	–	﹤0.01%	989
2020 Q1	$2.68K	Buy	100 +13	+15%	+$348	﹤0.01%	987
2019 Q4	$4.52K	Hold	87	–	–	﹤0.01%	960
2019 Q3	$3.87K	Hold	87	–	–	﹤0.01%	975
2019 Q2	$4K	Hold	87	–	–	﹤0.01%	966
2019 Q1	$3.95K	Hold	87	–	–	﹤0.01%	973
2018 Q4	$3.54K	Hold	87	–	–	﹤0.01%	931
2018 Q3	$4.36K	Hold	87	–	–	﹤0.01%	919
2018 Q2	$4.58K	Hold	87	–	–	﹤0.01%	929
2018 Q1	$4.59K	Hold	87	–	–	﹤0.01%	927
2017 Q4	$4.42K	Hold	87	–	–	﹤0.01%	904
2017 Q3	$4.11K	Hold	87	–	–	﹤0.01%	894
2017 Q2	$3.82K	Hold	87	–	–	﹤0.01%	911
2017 Q1	$3.65K	Hold	87	–	–	﹤0.01%	882
2016 Q4	$3.74K	Hold	87	–	–	﹤0.01%	875
2016 Q3	$2.7K	Hold	87	–	–	﹤0.01%	898
2016 Q2	$2.19K	Hold	87	–	–	﹤0.01%	877
2016 Q1	$2.11K	Buy	+87	New	+$2.11K	﹤0.01%	871