Security National Bank of Sioux City Iowa’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,152
| Closed | -$669K | – | 94 |
|
|
2018
Q3 | $669K | Sell |
15,152
-14,880
| -50% | -$657K | 0.59% | 58 |
|
|
2018
Q2 | $1.07M | Buy |
30,032
+292
| +1% | +$10.4K | 1% | 46 |
|
|
2018
Q1 | $1.01M | Buy |
29,740
+745
| +3% | +$25.3K | 0.95% | 49 |
|
|
2017
Q4 | $965K | Buy |
28,995
+1,403
| +5% | +$46.7K | 0.87% | 52 |
|
|
2017
Q3 | $921K | Buy |
27,592
+833
| +3% | +$27.8K | 0.9% | 54 |
|
|
2017
Q2 | $922K | Buy |
26,759
+147
| +0.6% | +$5.07K | 0.9% | 55 |
|
|
2017
Q1 | $844K | Buy |
26,612
+615
| +2% | +$19.5K | 0.83% | 58 |
|
|
2016
Q4 | $826K | Buy |
25,997
+4,232
| +19% | +$134K | 0.86% | 59 |
|
|
2016
Q3 | $720K | Sell |
21,765
-345
| -2% | -$11.4K | 0.8% | 58 |
|
|
2016
Q2 | $726K | Buy |
22,110
+1,080
| +5% | +$35.5K | 0.82% | 56 |
|
|
2016
Q1 | $648K | Sell |
21,030
-12,590
| -37% | -$388K | 0.76% | 58 |
|
|
2015
Q4 | $961K | Buy |
33,620
+2,195
| +7% | +$62.7K | 0.95% | 52 |
|
|
2015
Q3 | $857K | Sell |
31,425
-140
| -0.4% | -$3.82K | 1.01% | 54 |
|
|
2015
Q2 | $925K | Buy |
31,565
+202
| +0.6% | +$5.92K | 1.01% | 56 |
|
|
2015
Q1 | $1.02M | Buy |
31,363
+13,899
| +80% | +$453K | 1.1% | 49 |
|
|
2014
Q4 | $532K | Sell |
17,464
-13,410
| -43% | -$409K | 0.6% | 61 |
|
|
2014
Q3 | $863K | Buy |
30,874
+580
| +2% | +$16.2K | 0.97% | 56 |
|
|
2014
Q2 | $871K | Buy |
30,294
+750
| +3% | +$21.6K | 0.99% | 53 |
|
|
2014
Q1 | $915K | Buy |
+29,544
| New | +$915K | 1.07% | 50 |
|