Security National Bank of Sioux City Iowa’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
35,815
+70
| +0.2% | +$4.03K | 1.45% | 25 |
|
|
2025
Q1 | $2.07M | Sell |
35,745
-677
| -2% | -$39.3K | 1.51% | 21 |
|
|
2024
Q4 | $1.95M | Sell |
36,422
-505
| -1% | -$27K | 1.36% | 26 |
|
|
2024
Q3 | $2.34M | Buy |
36,927
+62
| +0.2% | +$3.93K | 1.43% | 22 |
|
|
2024
Q2 | $1.95M | Buy |
36,865
+223
| +0.6% | +$11.8K | 1.4% | 25 |
|
|
2024
Q1 | $1.98M | Buy |
36,642
+5,730
| +19% | +$310K | 1.4% | 26 |
|
|
2023
Q4 | $1.77M | Sell |
30,912
-1,163
| -4% | -$66.8K | 1.34% | 31 |
|
|
2023
Q3 | $1.6M | Sell |
32,075
-580
| -2% | -$29K | 1.25% | 33 |
|
|
2023
Q2 | $1.95M | Buy |
+32,655
| New | +$1.95M | 1.47% | 23 |
|
|
2022
Q4 | $2.01M | Sell |
31,675
-1,090
| -3% | -$69.1K | 1.54% | 23 |
|
|
2022
Q3 | $1.91M | Sell |
32,765
-140
| -0.4% | -$8.15K | 1.7% | 17 |
|
|
2022
Q2 | $2.25M | Buy |
32,905
+195
| +0.6% | +$13.3K | 1.92% | 13 |
|
|
2022
Q1 | $2.27M | Buy |
32,710
+1,000
| +3% | +$69.3K | 1.69% | 20 |
|
|
2021
Q4 | $2.27M | Buy |
+31,710
| New | +$2.27M | 1.56% | 21 |
|