Security National Bank of Sioux City Iowa’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
1,700
-20
| -1% | -$3.45K | 0.21% | 75 |
|
|
2025
Q1 | $380K | Sell |
1,720
-10
| -0.6% | -$2.21K | 0.28% | 66 |
|
|
2024
Q4 | $355K | Sell |
1,730
-20
| -1% | -$4.11K | 0.25% | 70 |
|
|
2024
Q3 | $314K | Hold |
1,750
| – | – | 0.19% | 87 |
|
|
2024
Q2 | $261K | Sell |
1,750
-20
| -1% | -$2.98K | 0.19% | 81 |
|
|
2024
Q1 | $283K | Sell |
1,770
-22
| -1% | -$3.52K | 0.2% | 80 |
|
|
2023
Q4 | $238K | Hold |
1,792
| – | – | 0.18% | 87 |
|
|
2023
Q3 | $202K | Hold |
1,792
| – | – | 0.16% | 90 |
|
|
2023
Q2 | $226K | Buy |
+1,792
| New | +$226K | 0.17% | 86 |
|
|
2022
Q1 | – | Sell |
-2,052
| Closed | -$213K | – | 91 |
|
|
2021
Q4 | $213K | Hold |
2,052
| – | – | 0.15% | 87 |
|
|
2021
Q3 | $223K | Buy |
+2,052
| New | +$223K | 0.17% | 84 |
|
|
2021
Q2 | – | Sell |
-2,052
| Closed | -$244K | – | 106 |
|
|
2021
Q1 | $244K | Hold |
2,052
| – | – | 0.2% | 88 |
|
|
2020
Q4 | $234K | Hold |
2,052
| – | – | 0.2% | 82 |
|
|
2020
Q3 | $212K | Sell |
2,052
-671
| -25% | -$69.3K | 0.2% | 76 |
|
|
2020
Q2 | $266K | Hold |
2,723
| – | – | 0.29% | 71 |
|
|
2020
Q1 | $258K | Sell |
2,723
-268
| -9% | -$25.4K | 0.33% | 61 |
|
|
2019
Q4 | $346K | Sell |
2,991
-117
| -4% | -$13.5K | 0.34% | 69 |
|
|
2019
Q3 | $322K | Hold |
3,108
| – | – | 0.37% | 64 |
|
|
2019
Q2 | $283K | Hold |
3,108
| – | – | 0.33% | 65 |
|
|
2019
Q1 | $275K | Sell |
3,108
-250
| -7% | -$22.1K | 0.32% | 70 |
|
|
2018
Q4 | $247K | Sell |
3,358
-4,880
| -59% | -$359K | 0.26% | 70 |
|
|
2018
Q3 | $678K | Sell |
8,238
-161
| -2% | -$13.3K | 0.6% | 57 |
|
|
2018
Q2 | $622K | Sell |
8,399
-423
| -5% | -$31.3K | 0.58% | 60 |
|
|
2018
Q1 | $629K | Sell |
8,822
-1,030
| -10% | -$73.4K | 0.59% | 65 |
|
|
2017
Q4 | $646K | Sell |
9,852
-15,226
| -61% | -$998K | 0.59% | 64 |
|
|
2017
Q3 | $1.62M | Hold |
25,078
| – | – | 1.58% | 20 |
|
|
2017
Q2 | $1.53M | Sell |
25,078
-294
| -1% | -$18K | 1.51% | 20 |
|
|
2017
Q1 | $1.46M | Sell |
25,372
-21,716
| -46% | -$1.25M | 1.44% | 22 |
|
|
2016
Q4 | $2.5M | Sell |
47,088
-80
| -0.2% | -$4.25K | 2.6% | 6 |
|
|
2016
Q3 | $2.35M | Sell |
47,168
-1,200
| -2% | -$59.7K | 2.62% | 6 |
|
|
2016
Q2 | $2.63M | Sell |
48,368
-960
| -2% | -$52.2K | 2.97% | 4 |
|
|
2016
Q1 | $2.53M | Sell |
49,328
-6,840
| -12% | -$351K | 2.96% | 5 |
|
|
2015
Q4 | $2.57M | Sell |
56,168
-222
| -0.4% | -$10.2K | 2.54% | 5 |
|
|
2015
Q3 | $2.44M | Buy |
56,390
+260
| +0.5% | +$11.3K | 2.87% | 3 |
|
|
2015
Q2 | $2.32M | Sell |
56,130
-1,482
| -3% | -$61.4K | 2.54% | 6 |
|
|
2015
Q1 | $2.29M | Sell |
57,612
-1,276
| -2% | -$50.7K | 2.46% | 6 |
|
|
2014
Q4 | $2.09M | Sell |
58,888
-1,570
| -3% | -$55.7K | 2.34% | 8 |
|
|
2014
Q3 | $1.95M | Sell |
60,458
-14,050
| -19% | -$454K | 2.18% | 7 |
|
|
2014
Q2 | $2.25M | Buy |
74,508
+610
| +0.8% | +$18.4K | 2.54% | 4 |
|
|
2014
Q1 | $2.09M | Buy |
73,898
+412
| +0.6% | +$11.7K | 2.45% | 4 |
|
|
2013
Q4 | $2.17M | Buy |
73,486
+2,086
| +3% | +$61.6K | 2.63% | 4 |
|
|
2013
Q3 | $1.8M | Sell |
71,400
-904
| -1% | -$22.8K | 2.62% | 4 |
|
|
2013
Q2 | $1.58M | Buy |
+72,304
| New | +$1.58M | 2.47% | 8 |
|