Security National Bank of Sioux City Iowa’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Sell |
31,361
-23
| -0.1% | -$4.72K | 4.52% | 2 |
|
|
2025
Q1 | $6.97M | Sell |
31,384
-4
| -0% | -$889 | 5.07% | 1 |
|
|
2024
Q4 | $7.86M | Sell |
31,388
-777
| -2% | -$195K | 5.5% | 1 |
|
|
2024
Q3 | $7.49M | Buy |
32,165
+517
| +2% | +$120K | 4.58% | 1 |
|
|
2024
Q2 | $6.67M | Sell |
31,648
-1,521
| -5% | -$320K | 4.81% | 2 |
|
|
2024
Q1 | $5.69M | Buy |
33,169
+1,153
| +4% | +$198K | 4.01% | 3 |
|
|
2023
Q4 | $6.16M | Sell |
32,016
-2,705
| -8% | -$521K | 4.65% | 2 |
|
|
2023
Q3 | $5.94M | Sell |
34,721
-925
| -3% | -$158K | 4.64% | 1 |
|
|
2023
Q2 | $6.91M | Buy |
+35,646
| New | +$6.91M | 5.21% | 1 |
|
|
2022
Q4 | $4.67M | Buy |
35,947
+2,774
| +8% | +$360K | 3.57% | 3 |
|
|
2022
Q3 | $4.58M | Buy |
33,173
+1,092
| +3% | +$151K | 4.08% | 1 |
|
|
2022
Q2 | $4.39M | Sell |
32,081
-54
| -0.2% | -$7.38K | 3.74% | 3 |
|
|
2022
Q1 | $5.61M | Sell |
32,135
-3,136
| -9% | -$548K | 4.17% | 2 |
|
|
2021
Q4 | $6.26M | Buy |
35,271
+14
| +0% | +$2.49K | 4.3% | 3 |
|
|
2021
Q3 | $4.99M | Sell |
35,257
-9,375
| -21% | -$1.33M | 3.84% | 4 |
|
|
2021
Q2 | $6.11M | Buy |
44,632
+5,310
| +14% | +$727K | 4.8% | 1 |
|
|
2021
Q1 | $4.8M | Sell |
39,322
-1,838
| -4% | -$225K | 3.87% | 4 |
|
|
2020
Q4 | $5.46M | Sell |
41,160
-8,250
| -17% | -$1.09M | 4.68% | 2 |
|
|
2020
Q3 | $5.72M | Sell |
49,410
-5,462
| -10% | -$633K | 5.36% | 2 |
|
|
2020
Q2 | $5M | Sell |
54,872
-304
| -0.6% | -$27.7K | 5.38% | 1 |
|
|
2020
Q1 | $3.51M | Sell |
55,176
-568
| -1% | -$36.1K | 4.54% | 3 |
|
|
2019
Q4 | $4.09M | Sell |
55,744
-160
| -0.3% | -$11.7K | 4.02% | 3 |
|
|
2019
Q3 | $3.13M | Sell |
55,904
-132
| -0.2% | -$7.39K | 3.59% | 4 |
|
|
2019
Q2 | $2.77M | Sell |
56,036
-320
| -0.6% | -$15.8K | 3.26% | 5 |
|
|
2019
Q1 | $2.68M | Buy |
56,356
+1,252
| +2% | +$59.5K | 3.09% | 7 |
|
|
2018
Q4 | $2.17M | Buy |
55,104
+1,380
| +3% | +$54.4K | 2.25% | 12 |
|
|
2018
Q3 | $3.03M | Sell |
53,724
-772
| -1% | -$43.6K | 2.68% | 6 |
|
|
2018
Q2 | $2.52M | Buy |
54,496
+4,320
| +9% | +$200K | 2.37% | 7 |
|
|
2018
Q1 | $2.11M | Sell |
50,176
-2,000
| -4% | -$83.9K | 1.98% | 13 |
|
|
2017
Q4 | $2.21M | Sell |
52,176
-824
| -2% | -$34.9K | 2% | 12 |
|
|
2017
Q3 | $2.04M | Buy |
53,000
+432
| +0.8% | +$16.6K | 2% | 12 |
|
|
2017
Q2 | $1.89M | Sell |
52,568
-740
| -1% | -$26.6K | 1.86% | 11 |
|
|
2017
Q1 | $1.92M | Buy |
53,308
+4,840
| +10% | +$174K | 1.89% | 11 |
|
|
2016
Q4 | $1.4M | Sell |
48,468
-64
| -0.1% | -$1.85K | 1.46% | 25 |
|
|
2016
Q3 | $1.37M | Sell |
48,532
-1,624
| -3% | -$45.9K | 1.53% | 25 |
|
|
2016
Q2 | $1.2M | Buy |
50,156
+400
| +0.8% | +$9.55K | 1.36% | 31 |
|
|
2016
Q1 | $1.36M | Sell |
49,756
-4,576
| -8% | -$125K | 1.59% | 23 |
|
|
2015
Q4 | $1.43M | Sell |
54,332
-260
| -0.5% | -$6.84K | 1.42% | 23 |
|
|
2015
Q3 | $1.51M | Sell |
54,592
-40
| -0.1% | -$1.1K | 1.77% | 15 |
|
|
2015
Q2 | $1.71M | Sell |
54,632
-1,280
| -2% | -$40.1K | 1.87% | 14 |
|
|
2015
Q1 | $1.74M | Sell |
55,912
-5,524
| -9% | -$172K | 1.87% | 13 |
|
|
2014
Q4 | $1.7M | Sell |
61,436
-1,588
| -3% | -$43.8K | 1.9% | 12 |
|
|
2014
Q3 | $1.59M | Sell |
63,024
-1,920
| -3% | -$48.3K | 1.77% | 16 |
|
|
2014
Q2 | $1.51M | Buy |
64,944
+964
| +2% | +$22.4K | 1.71% | 20 |
|
|
2014
Q1 | $1.23M | Buy |
+63,980
| New | +$1.23M | 1.44% | 36 |
|