ZIONS BANCORPORATION N A

Ticker: ZION CUSIP: 989701107 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,958 Value ($000) $641 Avg Close $54.46 Range $46.19 - $60.77
Q3 2025
Shares 10,462 Value ($000) $592 Avg Close $55.64 Range $50.66 - $59.40
Q2 2025
Shares 10,552 Value ($000) $548 Avg Close $46.91 Range $39.32 - $52.32
Q1 2025
Shares 9,221 Value ($000) $460 Avg Close $53.85 Range $46.19 - $59.45
Q4 2024
Shares 9,262 Value ($000) $502 Avg Close $54.79 Range $44.96 - $63.22
Q3 2024
Shares 9,841 Value ($000) $465 Avg Close $47.34 Range $42.33 - $53.32
Q2 2024
Shares 10,012 Value ($000) $434 Avg Close $42.20 Range $39.05 - $45.54
Q1 2024
Shares 11,590 Value ($000) $503 Avg Close $41.24 Range $37.76 - $45.33
Q4 2023
Shares 12,420 Value ($000) $545 Avg Close $36.12 Range $28.90 - $46.15
Q1 2022
Shares 16,296 Value ($000) $1,068 Avg Close $68.41 Range $59.49 - $75.44
Q3 2021
Shares 17,774 Value ($000) $1,100 Avg Close $54.94 Range $47.06 - $64.00
Q2 2021
Shares 17,338 Value ($000) $916 Avg Close $56.00 Range $49.79 - $60.65
Q1 2021
Shares 17,347 Value ($000) $953 Avg Close $51.49 Range $42.12 - $60.22
Q4 2020
Shares 21,102 Value ($000) $917 Avg Close $36.98 Range $28.57 - $44.30
Q3 2020
Shares 21,067 Value ($000) $616 Avg Close $32.23 Range $27.55 - $36.51
Q2 2020
Shares 19,759 Value ($000) $672 Avg Close $31.66 Range $24.41 - $40.97
Q1 2020
Shares 19,927 Value ($000) $533 Avg Close $41.19 Range $23.58 - $52.48
Q4 2019
Shares 27,397 Value ($000) $1,422 Avg Close $48.54 Range $41.61 - $52.08
Q2 2019
Shares 17,337 Value ($000) $797 Avg Close $46.26 Range $42.80 - $50.20
Q1 2019
Shares 149,635 Value ($000) $6,795 Avg Close $47.71 Range $40.03 - $51.81
Q4 2018
Shares 17,029 Value ($000) $694 Avg Close $46.61 Range $38.08 - $52.26
Q3 2018
Shares 25,128 Value ($000) $1,264 Avg Close $52.80 Range $49.79 - $54.99
Q2 2018
Shares 26,586 Value ($000) $1,401 Avg Close $55.19 Range $50.84 - $59.19
Q1 2018
Shares 27,495 Value ($000) $1,450 Avg Close $53.82 Range $49.76 - $57.29
Q4 2017
Shares 28,029 Value ($000) $1,425 Avg Close $47.89 Range $43.50 - $52.20
Q3 2017
Shares 32,432 Value ($000) $1,530 Avg Close $44.50 Range $41.23 - $47.70
Q2 2017
Shares 35,771 Value ($000) $1,571 Avg Close $41.18 Range $38.43 - $44.85