WhitTier Trust Company’s Zions Bancorporation ZION Stock Holding History

WhitTier Trust Company’s Portfolio ZION Stock Details ZION Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$267K	Sell	5,135 -40	-0.8%	-$2.08K	0.01%	489
2025 Q1	$258K	Hold	5,175	–	–	0.01%	487
2024 Q4	$281K	Hold	5,175	–	–	0.01%	453
2024 Q3	$244K	Hold	5,175	–	–	0.01%	454
2024 Q2	$224K	Buy	5,175 +40	+0.8%	+$1.73K	0.01%	447
2024 Q1	$223K	Buy	5,135 +40	+0.8%	+$1.74K	0.01%	453
2023 Q4	$223K	Hold	5,095	–	–	0.01%	445
2023 Q3	$178K	Sell	5,095 -23	-0.4%	-$802	0.01%	465
2023 Q2	$137K	Buy	5,118 +5,095	+22,152%	+$137K	﹤0.01%	518
2023 Q1	$688	Hold	23	–	–	﹤0.01%	1126
2022 Q4	$1.13K	Hold	23	–	–	﹤0.01%	1137
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	1077
2022 Q2	$1K	Buy	+23	New	+$1K	﹤0.01%	1110
2021 Q3	–	Sell	-705	Closed	-$37K	–	1126
2021 Q2	$37K	Hold	705	–	–	﹤0.01%	706
2021 Q1	$39K	Hold	705	–	–	﹤0.01%	678
2020 Q4	$31K	Sell	705 -482	-41%	-$21.2K	﹤0.01%	703
2020 Q3	$35K	Hold	1,187	–	–	﹤0.01%	662
2020 Q2	$40K	Sell	1,187 -303	-20%	-$10.2K	﹤0.01%	617
2020 Q1	$40K	Hold	1,490	–	–	﹤0.01%	592
2019 Q4	$77K	Sell	1,490 -230	-13%	-$11.9K	﹤0.01%	527
2019 Q3	$77K	Hold	1,720	–	–	0.01%	522
2019 Q2	$79K	Sell	1,720 -84	-5%	-$3.86K	0.01%	516
2019 Q1	$82K	Buy	1,804 +705	+64%	+$32K	0.01%	513
2018 Q4	$44K	Sell	1,099 -700	-39%	-$28K	﹤0.01%	598
2018 Q3	$90K	Sell	1,799 -254	-12%	-$12.7K	0.01%	518
2018 Q2	$108K	Buy	2,053 +175	+9%	+$9.21K	0.01%	472
2018 Q1	$99K	Buy	1,878 +1,575	+520%	+$83K	0.01%	487
2017 Q4	$15K	Hold	303	–	–	﹤0.01%	757
2017 Q3	$14K	Hold	303	–	–	﹤0.01%	754
2017 Q2	$13K	Hold	303	–	–	﹤0.01%	739
2017 Q1	$13K	Hold	303	–	–	﹤0.01%	734
2016 Q4	$13K	Hold	303	–	–	﹤0.01%	740
2016 Q3	$9K	Hold	303	–	–	﹤0.01%	780
2016 Q2	$8K	Hold	303	–	–	﹤0.01%	797
2016 Q1	$7K	Sell	303 -1,200	-80%	-$27.7K	﹤0.01%	812
2015 Q4	$41K	Hold	1,503	–	–	﹤0.01%	546
2015 Q3	$41K	Hold	1,503	–	–	0.01%	552
2015 Q2	$48K	Hold	1,503	–	–	0.01%	548
2015 Q1	$40K	Hold	1,503	–	–	﹤0.01%	577
2014 Q4	$43K	Hold	1,503	–	–	﹤0.01%	561
2014 Q3	$44K	Hold	1,503	–	–	0.01%	558
2014 Q2	$44K	Hold	1,503	–	–	﹤0.01%	571
2014 Q1	$46K	Hold	1,503	–	–	0.01%	570
2013 Q4	$45K	Hold	1,503	–	–	0.01%	551
2013 Q3	$41K	Hold	1,503	–	–	0.01%	538
2013 Q2	$44K	Buy	+1,503	New	+$44K	0.01%	525