TwinBeech Capital’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	$317K	Sell	5,500 -1,700	-24%	-$100K	0.03%	442
2025 Q4	$421K	Buy	+7,200	New	+$392K	0.03%	431
2025 Q3	–	Sell	-8,416	Closed	-$437K	–	898
2025 Q2	$437K	Buy	+8,416	New	+$395K	0.01%	509
2024 Q4	–	Sell	-5,423	Closed	-$256K	–	976
2024 Q3	$256K	Buy	+5,423	New	+$257K	﹤0.01%	623
2024 Q2	–	Sell	-78,011	Closed	-$3.39M	–	822
2024 Q1	$3.39M	Buy	+78,011	New	+$3.22M	0.07%	271
2023 Q3	–	Sell	-7,856	Closed	-$211K	–	936
2023 Q2	$211K	Sell	7,856 -111,756	-93%	-$3.1M	﹤0.01%	556
2023 Q1	$3.58M	Sell	119,612 -89,693	-43%	-$4.1M	0.07%	291
2022 Q4	$10.3M	Buy	209,305 +132,470	+172%	+$6.63M	0.2%	147
2022 Q3	$3.91M	Buy	+76,835	New	+$4.2M	0.1%	232