Security National Bank of Sioux City Iowa’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,656
| Closed | -$1.03M | – | 97 |
|
|
2024
Q3 | $1.03M | Buy |
4,656
+156
| +3% | +$34.5K | 0.63% | 59 |
|
|
2024
Q2 | $778K | Sell |
4,500
-7,960
| -64% | -$1.38M | 0.56% | 58 |
|
|
2024
Q1 | $2.38M | Sell |
12,460
-598
| -5% | -$114K | 1.68% | 20 |
|
|
2023
Q4 | $2.14M | Sell |
13,058
-188
| -1% | -$30.7K | 1.61% | 20 |
|
|
2023
Q3 | $1.86M | Sell |
13,246
-480
| -3% | -$67.3K | 1.45% | 25 |
|
|
2023
Q2 | $1.84M | Buy |
+13,726
| New | +$1.84M | 1.39% | 29 |
|
|
2022
Q4 | $1.88M | Buy |
13,325
+165
| +1% | +$23.2K | 1.43% | 28 |
|
|
2022
Q3 | $1.56M | Sell |
13,160
-15
| -0.1% | -$1.78K | 1.39% | 30 |
|
|
2022
Q2 | $1.86M | Sell |
13,175
-2,565
| -16% | -$362K | 1.59% | 26 |
|
|
2022
Q1 | $2.05M | Buy |
15,740
+579
| +4% | +$75.3K | 1.52% | 27 |
|
|
2021
Q4 | $2.03M | Sell |
15,161
-760
| -5% | -$102K | 1.39% | 30 |
|
|
2021
Q3 | $2.12M | Buy |
15,921
+4,364
| +38% | +$580K | 1.63% | 22 |
|
|
2021
Q2 | $1.62M | Sell |
11,557
-3,135
| -21% | -$439K | 1.27% | 31 |
|
|
2021
Q1 | $1.87M | Buy |
14,692
+2,658
| +22% | +$339K | 1.51% | 24 |
|
|
2020
Q4 | $1.45M | Buy |
12,034
+1,396
| +13% | +$168K | 1.24% | 34 |
|
|
2020
Q3 | $1.24M | Sell |
10,638
-371
| -3% | -$43.1K | 1.16% | 33 |
|
|
2020
Q2 | $1.27M | Buy |
11,009
+178
| +2% | +$20.6K | 1.37% | 27 |
|
|
2020
Q1 | $1.15M | Buy |
10,831
+3,343
| +45% | +$354K | 1.49% | 25 |
|
|
2019
Q4 | $960K | Buy |
7,488
+381
| +5% | +$48.8K | 0.94% | 46 |
|
|
2019
Q3 | $988K | Buy |
7,107
+147
| +2% | +$20.4K | 1.13% | 35 |
|
|
2019
Q2 | $918K | Sell |
6,960
-481
| -6% | -$63.4K | 1.08% | 37 |
|
|
2019
Q1 | $1M | Sell |
7,441
-2,359
| -24% | -$318K | 1.16% | 33 |
|
|
2018
Q4 | $1.07M | Buy |
9,800
+8
| +0.1% | +$869 | 1.1% | 38 |
|
|
2018
Q3 | $1.42M | Buy |
9,792
+618
| +7% | +$89.4K | 1.25% | 37 |
|
|
2018
Q2 | $1.23M | Buy |
9,174
+128
| +1% | +$17.1K | 1.15% | 41 |
|
|
2018
Q1 | $1.33M | Buy |
9,046
+664
| +8% | +$97.4K | 1.25% | 38 |
|
|
2017
Q4 | $1.23M | Buy |
8,382
+767
| +10% | +$113K | 1.11% | 42 |
|
|
2017
Q3 | $1.06M | Buy |
7,615
+1,063
| +16% | +$147K | 1.03% | 46 |
|
|
2017
Q2 | $964K | Buy |
6,552
+59
| +0.9% | +$8.68K | 0.95% | 52 |
|
|
2017
Q1 | $1.08M | Sell |
6,493
-576
| -8% | -$95.8K | 1.07% | 42 |
|
|
2016
Q4 | $1.12M | Buy |
7,069
+1,575
| +29% | +$250K | 1.17% | 40 |
|
|
2016
Q3 | $834K | Sell |
5,494
-231
| -4% | -$35.1K | 0.93% | 49 |
|
|
2016
Q2 | $831K | Buy |
5,725
+32
| +0.6% | +$4.65K | 0.94% | 50 |
|
|
2016
Q1 | $825K | Buy |
5,693
+533
| +10% | +$77.2K | 0.97% | 49 |
|
|
2015
Q4 | $679K | Sell |
5,160
-2,489
| -33% | -$328K | 0.67% | 62 |
|
|
2015
Q3 | $1.06M | Buy |
7,649
+723
| +10% | +$100K | 1.25% | 39 |
|
|
2015
Q2 | $1.08M | Buy |
6,926
+293
| +4% | +$45.6K | 1.18% | 48 |
|
|
2015
Q1 | $1.02M | Buy |
6,633
+3,038
| +85% | +$466K | 1.1% | 50 |
|
|
2014
Q4 | $551K | Sell |
3,595
-2,807
| -44% | -$430K | 0.62% | 60 |
|
|
2014
Q3 | $1.16M | Buy |
6,402
+40
| +0.6% | +$7.25K | 1.3% | 42 |
|
|
2014
Q2 | $1.1M | Sell |
6,362
-61
| -0.9% | -$10.6K | 1.25% | 44 |
|
|
2014
Q1 | $1.18M | Buy |
6,423
+20
| +0.3% | +$3.68K | 1.38% | 42 |
|
|
2013
Q4 | $1.15M | Buy |
6,403
+1,215
| +23% | +$218K | 1.39% | 38 |
|
|
2013
Q3 | $918K | Buy |
5,188
+753
| +17% | +$133K | 1.33% | 41 |
|
|
2013
Q2 | $811K | Buy |
+4,435
| New | +$811K | 1.27% | 39 |
|