Security National Bank of Sioux City Iowa’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-2,476
| Closed | -$212K | – | 97 |
|
2019
Q3 | $212K | Buy |
+2,476
| New | +$212K | 0.24% | 84 |
|
2018
Q1 | – | Sell |
-3,246
| Closed | -$205K | – | 80 |
|
2017
Q4 | $205K | Sell |
3,246
-420
| -11% | -$26.5K | 0.19% | 80 |
|
2017
Q3 | $222K | Sell |
3,666
-750
| -17% | -$45.4K | 0.22% | 74 |
|
2017
Q2 | $268K | Hold |
4,416
| – | – | 0.26% | 75 |
|
2017
Q1 | $260K | Sell |
4,416
-220
| -5% | -$13K | 0.26% | 78 |
|
2016
Q4 | $256K | Hold |
4,636
| – | – | 0.27% | 72 |
|
2016
Q3 | $251K | Hold |
4,636
| – | – | 0.28% | 71 |
|
2016
Q2 | $278K | Sell |
4,636
-175
| -4% | -$10.5K | 0.31% | 68 |
|
2016
Q1 | $281K | Sell |
4,811
-200
| -4% | -$11.7K | 0.33% | 66 |
|
2015
Q4 | $256K | Hold |
5,011
| – | – | 0.25% | 71 |
|
2015
Q3 | $254K | Hold |
5,011
| – | – | 0.3% | 67 |
|
2015
Q2 | $228K | Hold |
5,011
| – | – | 0.25% | 69 |
|
2015
Q1 | $253K | Hold |
5,011
| – | – | 0.27% | 69 |
|
2014
Q4 | $268K | Hold |
5,011
| – | – | 0.3% | 70 |
|
2014
Q3 | $222K | Hold |
5,011
| – | – | 0.25% | 74 |
|
2014
Q2 | $237K | Hold |
5,011
| – | – | 0.27% | 71 |
|
2014
Q1 | $228K | Hold |
5,011
| – | – | 0.27% | 71 |
|
2013
Q4 | $212K | Hold |
5,011
| – | – | 0.26% | 71 |
|
2013
Q3 | $207K | Hold |
5,011
| – | – | 0.3% | 67 |
|
2013
Q2 | $211K | Buy |
+5,011
| New | +$211K | 0.33% | 67 |
|