Security National Bank of Sioux City Iowa’s Crestwood Equity Partners LP CEQP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,500
| Closed | -$219K | – | 95 |
|
|
2023
Q3 | $219K | Buy |
+7,500
| New | +$219K | 0.17% | 88 |
|
|
2022
Q4 | – | Sell |
-7,500
| Closed | -$208K | – | 101 |
|
|
2022
Q3 | $208K | Buy |
+7,500
| New | +$208K | 0.19% | 87 |
|
|
2022
Q2 | – | Sell |
-7,500
| Closed | -$224K | – | 93 |
|
|
2022
Q1 | $224K | Hold |
7,500
| – | – | 0.17% | 82 |
|
|
2021
Q4 | $207K | Hold |
7,500
| – | – | 0.14% | 88 |
|
|
2021
Q3 | $213K | Buy |
+7,500
| New | +$213K | 0.16% | 85 |
|
|
2021
Q2 | – | Sell |
-7,500
| Closed | -$209K | – | 128 |
|
|
2021
Q1 | $209K | Buy |
+7,500
| New | +$209K | 0.17% | 97 |
|
|
2020
Q1 | – | Sell |
-6,700
| Closed | -$206K | – | 92 |
|
|
2019
Q4 | $206K | Buy |
6,700
+700
| +12% | +$21.5K | 0.2% | 89 |
|
|
2019
Q3 | $219K | Hold |
6,000
| – | – | 0.25% | 82 |
|
|
2019
Q2 | $215K | Hold |
6,000
| – | – | 0.25% | 80 |
|
|
2019
Q1 | $211K | Buy |
+6,000
| New | +$211K | 0.24% | 81 |
|
|
2018
Q4 | – | Sell |
-6,000
| Closed | -$221K | – | 89 |
|
|
2018
Q3 | $221K | Buy |
+6,000
| New | +$221K | 0.2% | 80 |
|