Zions Bancorporation, National Association’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.95M	Sell	43,065 -16,016	-27%	-$1.47M	0.21%	95
2025 Q1	$5.43M	Buy	+59,081	New	+$5.43M	0.34%	64