Security National Bank of Sioux City Iowa’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $397K | Hold |
2,700
| – | – | 0.3% | 72 |
|
|
2022
Q3 | $466K | Hold |
2,700
| – | – | 0.42% | 62 |
|
|
2022
Q2 | $459K | Sell |
2,700
-120
| -4% | -$20.4K | 0.39% | 63 |
|
|
2022
Q1 | $580K | Sell |
2,820
-140
| -5% | -$28.8K | 0.43% | 59 |
|
|
2021
Q4 | $671K | Sell |
2,960
-9,623
| -76% | -$2.18M | 0.46% | 59 |
|
|
2021
Q3 | $2.11M | Sell |
12,583
-1,581
| -11% | -$265K | 1.63% | 23 |
|
|
2021
Q2 | $2.32M | Buy |
14,164
+861
| +6% | +$141K | 1.82% | 13 |
|
|
2021
Q1 | $1.76M | Buy |
13,303
+1,364
| +11% | +$181K | 1.42% | 27 |
|
|
2020
Q4 | $1.38M | Sell |
11,939
-290
| -2% | -$33.6K | 1.19% | 36 |
|
|
2020
Q3 | $1.31M | Sell |
12,229
-330
| -3% | -$35.3K | 1.23% | 30 |
|
|
2020
Q2 | $1.16M | Sell |
12,559
-125
| -1% | -$11.5K | 1.25% | 35 |
|
|
2020
Q1 | $1.22M | Buy |
12,684
+3,280
| +35% | +$314K | 1.57% | 22 |
|
|
2019
Q4 | $994K | Sell |
9,404
-200
| -2% | -$21.1K | 0.98% | 43 |
|
|
2019
Q3 | $1.12M | Buy |
9,604
+170
| +2% | +$19.9K | 1.29% | 28 |
|
|
2019
Q2 | $1M | Sell |
9,434
-1,030
| -10% | -$109K | 1.18% | 31 |
|
|
2019
Q1 | $1.07M | Sell |
10,464
-6,726
| -39% | -$685K | 1.23% | 31 |
|
|
2018
Q4 | $1.56M | Sell |
17,190
-60
| -0.3% | -$5.43K | 1.61% | 22 |
|
|
2018
Q3 | $1.5M | Sell |
17,250
-90
| -0.5% | -$7.8K | 1.32% | 32 |
|
|
2018
Q2 | $1.73M | Sell |
17,340
-100
| -0.6% | -$9.98K | 1.62% | 19 |
|
|
2018
Q1 | $1.52M | Sell |
17,440
-100
| -0.6% | -$8.74K | 1.43% | 28 |
|
|
2017
Q4 | $1.53M | Buy |
17,540
+150
| +0.9% | +$13.1K | 1.39% | 30 |
|
|
2017
Q3 | $1.39M | Buy |
+17,390
| New | +$1.39M | 1.36% | 31 |
|