Valeo Financial 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	–	Sell	-6,099	Closed	-$357K	–	898
2025 Q4	$357K	Buy	+6,099	New	+$332K	0.01%	563
2021 Q2	–	Sell	-2,598	Closed	-$143K	–	1885
2021 Q1	$143K	Buy	+2,598	New	+$134K	0.01%	528
2020 Q3	–	Sell	-1,869	Closed	-$64K	–	2207
2020 Q2	$64K	Buy	+1,869	New	+$59.2K	0.01%	640
2020 Q1	–	Sell	-898	Closed	-$47K	–	1952
2019 Q4	$47K	Sell	898 -45	-5%	-$2.18K	﹤0.01%	678
2019 Q3	$42K	Buy	943 +45	+5%	+$1.95K	﹤0.01%	662
2019 Q2	$41K	Buy	898 +295	+49%	+$13.6K	﹤0.01%	668
2019 Q1	$27K	Hold	603	–	–	﹤0.01%	698
2018 Q4	$25K	Hold	603	–	–	﹤0.01%	649
2018 Q3	$28K	Sell	603 -494	-45%	-$26.1K	﹤0.01%	676
2018 Q2	$58K	Buy	1,097 +262	+31%	+$14.5K	0.01%	514
2018 Q1	$44K	Buy	835 +80	+11%	+$4.3K	0.01%	517
2017 Q4	$38K	Buy	+755	New	+$36.2K	0.01%	529