Security National Bank of Sioux City Iowa’s Occidental Petroleum OXY Stock Holding History

Security National Bank of Sioux City Iowa’s Portfolio OXY Stock Details OXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25,108	Closed	-$1.24M	–	88
2025 Q1	$1.24M	Hold	25,108	–	–	0.9%	48
2024 Q4	$1.24M	Hold	25,108	–	–	0.87%	50
2024 Q3	$1.29M	Hold	25,108	–	–	0.79%	52
2024 Q2	$1.58M	Hold	25,108	–	–	1.14%	37
2024 Q1	$1.63M	Hold	25,108	–	–	1.15%	39
2023 Q4	$1.5M	Hold	25,108	–	–	1.13%	37
2023 Q3	$1.63M	Buy	25,108 +21,508	+597%	+$1.4M	1.27%	32
2023 Q2	$212K	Buy	+3,600	New	+$212K	0.16%	89
2022 Q4	$227K	Hold	3,600	–	–	0.17%	92
2022 Q3	$221K	Hold	3,600	–	–	0.2%	85
2022 Q2	$212K	Sell	3,600 -90	-2%	-$5.3K	0.18%	83
2022 Q1	$209K	Buy	+3,690	New	+$209K	0.16%	85
2021 Q2	–	Sell	-8,890	Closed	-$236K	–	115
2021 Q1	$236K	Buy	+8,890	New	+$236K	0.19%	90
2020 Q4	–	Sell	-18,890	Closed	-$189K	–	98
2020 Q3	$189K	Sell	18,890 -3,610	-16%	-$36.1K	0.18%	83
2020 Q2	$412K	Buy	22,500 +786	+4%	+$14.4K	0.44%	57
2020 Q1	$251K	Buy	21,714 +26	+0.1%	+$301	0.32%	63
2019 Q4	$894K	Buy	21,688 +4,835	+29%	+$199K	0.88%	47
2019 Q3	$749K	Sell	16,853 -47	-0.3%	-$2.09K	0.86%	42
2019 Q2	$850K	Sell	16,900 -1,200	-7%	-$60.4K	1%	39
2019 Q1	$1.2M	Sell	18,100 -256	-1%	-$16.9K	1.38%	27
2018 Q4	$1.13M	Hold	18,356	–	–	1.17%	35
2018 Q3	$1.51M	Hold	18,356	–	–	1.33%	30
2018 Q2	$1.54M	Hold	18,356	–	–	1.44%	27
2018 Q1	$1.19M	Hold	18,356	–	–	1.12%	44
2017 Q4	$1.35M	Hold	18,356	–	–	1.22%	39
2017 Q3	$1.18M	Sell	18,356 -44	-0.2%	-$2.83K	1.15%	42
2017 Q2	$1.1M	Sell	18,400 -400	-2%	-$24K	1.08%	41
2017 Q1	$1.19M	Sell	18,800 -500	-3%	-$31.7K	1.18%	37
2016 Q4	$1.38M	Hold	19,300	–	–	1.43%	26
2016 Q3	$1.41M	Hold	19,300	–	–	1.57%	22
2016 Q2	$1.46M	Hold	19,300	–	–	1.65%	20
2016 Q1	$1.32M	Sell	19,300 -33	-0.2%	-$2.26K	1.55%	27
2015 Q4	$1.31M	Hold	19,333	–	–	1.29%	32
2015 Q3	$1.28M	Buy	19,333 +326	+2%	+$21.5K	1.5%	27
2015 Q2	$1.48M	Sell	19,007 -301	-2%	-$23.4K	1.61%	19
2015 Q1	$1.41M	Sell	19,308 -125	-0.6%	-$9.11K	1.51%	25
2014 Q4	$1.56M	Sell	19,433 -1,440	-7%	-$116K	1.75%	15
2014 Q3	$1.92M	Buy	20,873 +1,013	+5%	+$93.3K	2.15%	10
2014 Q2	$1.95M	Hold	19,860	–	–	2.21%	9
2014 Q1	$1.81M	Hold	19,860	–	–	2.12%	11
2013 Q4	$1.81M	Buy	19,860 +38	+0.2%	+$3.46K	2.19%	10
2013 Q3	$1.78M	Buy	19,822 +417	+2%	+$37.4K	2.58%	5
2013 Q2	$1.66M	Buy	+19,405	New	+$1.66M	2.59%	5