Security National Bank of Sioux City Iowa’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
9,878
-950
| -9% | -$29.5K | 0.22% | 72 |
|
|
2025
Q1 | $370K | Sell |
10,828
-986
| -8% | -$33.7K | 0.27% | 68 |
|
|
2024
Q4 | $370K | Hold |
11,814
| – | – | 0.26% | 68 |
|
|
2024
Q3 | $344K | Buy |
11,814
+1,000
| +9% | +$29.1K | 0.21% | 82 |
|
|
2024
Q2 | $313K | Hold |
10,814
| – | – | 0.23% | 74 |
|
|
2024
Q1 | $316K | Hold |
10,814
| – | – | 0.22% | 75 |
|
|
2023
Q4 | $285K | Hold |
10,814
| – | – | 0.22% | 79 |
|
|
2023
Q3 | $296K | Hold |
10,814
| – | – | 0.23% | 76 |
|
|
2023
Q2 | $285K | Buy |
+10,814
| New | +$285K | 0.21% | 77 |
|
|
2022
Q4 | $285K | Hold |
11,814
| – | – | 0.22% | 83 |
|
|
2022
Q3 | $281K | Hold |
11,814
| – | – | 0.25% | 75 |
|
|
2022
Q2 | $288K | Hold |
11,814
| – | – | 0.25% | 76 |
|
|
2022
Q1 | $305K | Hold |
11,814
| – | – | 0.23% | 75 |
|
|
2021
Q4 | $259K | Hold |
11,814
| – | – | 0.18% | 82 |
|
|
2021
Q3 | $256K | Buy |
+11,814
| New | +$256K | 0.2% | 78 |
|
|
2021
Q2 | – | Sell |
-11,814
| Closed | -$260K | – | 104 |
|
|
2021
Q1 | $260K | Hold |
11,814
| – | – | 0.21% | 85 |
|
|
2020
Q4 | $232K | Hold |
11,814
| – | – | 0.2% | 83 |
|
|
2020
Q3 | $187K | Sell |
11,814
-700
| -6% | -$11.1K | 0.18% | 84 |
|
|
2020
Q2 | $227K | Buy |
12,514
+700
| +6% | +$12.7K | 0.24% | 74 |
|
|
2020
Q1 | $169K | Buy |
11,814
+936
| +9% | +$13.4K | 0.22% | 70 |
|
|
2019
Q4 | $306K | Buy |
10,878
+1,500
| +16% | +$42.2K | 0.3% | 72 |
|
|
2019
Q3 | $268K | Hold |
9,378
| – | – | 0.31% | 71 |
|
|
2019
Q2 | $271K | Hold |
9,378
| – | – | 0.32% | 67 |
|
|
2019
Q1 | $273K | Hold |
9,378
| – | – | 0.32% | 72 |
|
|
2018
Q4 | $231K | Hold |
9,378
| – | – | 0.24% | 71 |
|
|
2018
Q3 | $270K | Buy |
9,378
+300
| +3% | +$8.64K | 0.24% | 77 |
|
|
2018
Q2 | $252K | Buy |
+9,078
| New | +$252K | 0.24% | 76 |
|
|
2018
Q1 | – | Sell |
-7,600
| Closed | -$202K | – | 79 |
|
|
2017
Q4 | $202K | Buy |
+7,600
| New | +$202K | 0.18% | 81 |
|
|
2015
Q1 | – | Sell |
-5,950
| Closed | -$215K | – | 79 |
|
|
2014
Q4 | $215K | Hold |
5,950
| – | – | 0.24% | 75 |
|
|
2014
Q3 | $239K | Hold |
5,950
| – | – | 0.27% | 72 |
|
|
2014
Q2 | $233K | Hold |
5,950
| – | – | 0.26% | 72 |
|
|
2014
Q1 | $207K | Buy |
+5,950
| New | +$207K | 0.24% | 73 |
|