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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.36K	Hold	40	–	–	﹤0.01%	1261
2025 Q4	$2.44K	Hold	40	–	–	﹤0.01%	1155
2025 Q3	$2.28K	Sell	40 -5,095	-99%	-$284K	﹤0.01%	1162
2025 Q2	$267K	Sell	5,135 -40	-0.8%	-$1.88K	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%	+$1.69K	0.01%	447
2024 Q1	$223K	Buy	5,135 +40	+0.8%	+$1.65K	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%	+$141K	﹤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	+$1.31K	﹤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%	-$17.8K	﹤0.01%	703
2020 Q3	$35K	Hold	1,187	–	–	﹤0.01%	662
2020 Q2	$40K	Sell	1,187 -303	-20%	-$9.59K	﹤0.01%	617
2020 Q1	$40K	Hold	1,490	–	–	﹤0.01%	592
2019 Q4	$77K	Sell	1,490 -230	-13%	-$11.2K	﹤0.01%	527
2019 Q3	$77K	Hold	1,720	–	–	0.01%	522
2019 Q2	$79K	Sell	1,720 -84	-5%	-$3.89K	0.01%	516
2019 Q1	$82K	Buy	1,804 +705	+64%	+$33.6K	0.01%	513
2018 Q4	$44K	Sell	1,099 -700	-39%	-$32.6K	﹤0.01%	598
2018 Q3	$90K	Sell	1,799 -254	-12%	-$13.4K	0.01%	518
2018 Q2	$108K	Buy	2,053 +175	+9%	+$9.66K	0.01%	472
2018 Q1	$99K	Buy	1,878 +1,575	+520%	+$84.8K	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%	-$27.6K	﹤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	+$39.3K	0.01%	525