Security National Bank of Sioux City Iowa’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
14,275
+20
| +0.1% | +$3.49K | 1.75% | 17 |
|
|
2025
Q1 | $2.04M | Buy |
14,255
+16
| +0.1% | +$2.29K | 1.48% | 22 |
|
|
2024
Q4 | $2.53M | Sell |
14,239
-101
| -0.7% | -$17.9K | 1.77% | 15 |
|
|
2024
Q3 | $2.32M | Sell |
14,340
-15
| -0.1% | -$2.43K | 1.42% | 23 |
|
|
2024
Q2 | $2.18M | Sell |
14,355
-13
| -0.1% | -$1.98K | 1.57% | 20 |
|
|
2024
Q1 | $2.07M | Sell |
14,368
-406
| -3% | -$58.5K | 1.46% | 25 |
|
|
2023
Q4 | $1.99M | Sell |
14,774
-213
| -1% | -$28.7K | 1.5% | 26 |
|
|
2023
Q3 | $1.81M | Sell |
14,987
-390
| -3% | -$47.2K | 1.41% | 28 |
|
|
2023
Q2 | $1.75M | Buy |
+15,377
| New | +$1.75M | 1.32% | 32 |
|
|
2022
Q4 | $1.56M | Sell |
15,521
-333
| -2% | -$33.4K | 1.19% | 35 |
|
|
2022
Q3 | $1.57M | Buy |
15,854
+25
| +0.2% | +$2.48K | 1.4% | 28 |
|
|
2022
Q2 | $2.06M | Buy |
15,829
+5
| +0% | +$649 | 1.75% | 20 |
|
|
2022
Q1 | $2.24M | Sell |
15,824
-48
| -0.3% | -$6.81K | 1.67% | 22 |
|
|
2021
Q4 | $2.81M | Buy |
15,872
+572
| +4% | +$101K | 1.93% | 13 |
|
|
2021
Q3 | $2.21M | Buy |
15,300
+807
| +6% | +$117K | 1.7% | 17 |
|
|
2021
Q2 | $2.18M | Sell |
14,493
-765
| -5% | -$115K | 1.71% | 17 |
|
|
2021
Q1 | $2.15M | Buy |
15,258
+1,695
| +12% | +$239K | 1.73% | 15 |
|
|
2020
Q4 | $1.89M | Buy |
13,563
+780
| +6% | +$109K | 1.62% | 15 |
|
|
2020
Q3 | $1.88M | Sell |
12,783
-55
| -0.4% | -$8.07K | 1.76% | 15 |
|
|
2020
Q2 | $1.83M | Sell |
12,838
-495
| -4% | -$70.4K | 1.96% | 11 |
|
|
2020
Q1 | $1.85M | Sell |
13,333
-1,653
| -11% | -$230K | 2.4% | 9 |
|
|
2019
Q4 | $1.8M | Buy |
14,986
+47
| +0.3% | +$5.63K | 1.76% | 14 |
|
|
2019
Q3 | $1.94M | Sell |
14,939
-60
| -0.4% | -$7.79K | 2.22% | 13 |
|
|
2019
Q2 | $1.77M | Sell |
14,999
-550
| -4% | -$64.8K | 2.08% | 13 |
|
|
2019
Q1 | $1.85M | Sell |
15,549
-3,984
| -20% | -$474K | 2.14% | 13 |
|
|
2018
Q4 | $2.08M | Buy |
19,533
+230
| +1% | +$24.5K | 2.15% | 15 |
|
|
2018
Q3 | $2.17M | Sell |
19,303
-110
| -0.6% | -$12.4K | 1.92% | 14 |
|
|
2018
Q2 | $2.17M | Sell |
19,413
-52
| -0.3% | -$5.8K | 2.03% | 14 |
|
|
2018
Q1 | $2.05M | Buy |
19,465
+395
| +2% | +$41.6K | 1.92% | 14 |
|
|
2017
Q4 | $2.17M | Sell |
19,070
-334
| -2% | -$38K | 1.97% | 14 |
|
|
2017
Q3 | $2.3M | Buy |
19,404
+246
| +1% | +$29.1K | 2.25% | 7 |
|
|
2017
Q2 | $2.16M | Sell |
19,158
-110
| -0.6% | -$12.4K | 2.12% | 8 |
|
|
2017
Q1 | $2.05M | Sell |
19,268
-966
| -5% | -$103K | 2.02% | 8 |
|
|
2016
Q4 | $1.99M | Sell |
20,234
-40
| -0.2% | -$3.93K | 2.07% | 10 |
|
|
2016
Q3 | $1.97M | Sell |
20,274
-440
| -2% | -$42.7K | 2.2% | 9 |
|
|
2016
Q2 | $2.26M | Sell |
20,714
-420
| -2% | -$45.8K | 2.55% | 10 |
|
|
2016
Q1 | $1.87M | Sell |
21,134
-6,455
| -23% | -$571K | 2.19% | 11 |
|
|
2015
Q4 | $2.09M | Sell |
27,589
-2
| -0% | -$151 | 2.07% | 9 |
|
|
2015
Q3 | $1.8M | Sell |
27,591
-5
| -0% | -$327 | 2.12% | 9 |
|
|
2015
Q2 | $1.84M | Sell |
27,596
-116
| -0.4% | -$7.73K | 2.01% | 12 |
|
|
2015
Q1 | $1.83M | Buy |
27,712
+358
| +1% | +$23.6K | 1.97% | 12 |
|
|
2014
Q4 | $1.81M | Sell |
27,354
-508
| -2% | -$33.7K | 2.03% | 11 |
|
|
2014
Q3 | $1.74M | Buy |
27,862
+342
| +1% | +$21.3K | 1.94% | 12 |
|
|
2014
Q2 | $1.61M | Buy |
27,520
+410
| +2% | +$23.9K | 1.82% | 16 |
|
|
2014
Q1 | $1.44M | Buy |
27,110
+420
| +2% | +$22.3K | 1.69% | 17 |
|
|
2013
Q4 | $1.31M | Buy |
26,690
+6,135
| +30% | +$301K | 1.59% | 28 |
|
|
2013
Q3 | $1.09M | Buy |
20,555
+3,280
| +19% | +$174K | 1.58% | 27 |
|
|
2013
Q2 | $1.05M | Buy |
+17,275
| New | +$1.05M | 1.65% | 23 |
|