Security National Bank of Sioux City Iowa’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,217
| Closed | -$207K | – | 89 |
|
|
2025
Q1 | $207K | Sell |
1,217
-193
| -14% | -$32.9K | 0.15% | 84 |
|
|
2024
Q4 | $236K | Sell |
1,410
-100
| -7% | -$16.8K | 0.17% | 88 |
|
|
2024
Q3 | $262K | Sell |
1,510
-40
| -3% | -$6.93K | 0.16% | 93 |
|
|
2024
Q2 | $256K | Sell |
1,550
-30
| -2% | -$4.95K | 0.18% | 84 |
|
|
2024
Q1 | $256K | Sell |
1,580
-97
| -6% | -$15.7K | 0.18% | 84 |
|
|
2023
Q4 | $246K | Hold |
1,677
| – | – | 0.19% | 86 |
|
|
2023
Q3 | $245K | Sell |
1,677
-305
| -15% | -$44.5K | 0.19% | 81 |
|
|
2023
Q2 | $301K | Buy |
+1,982
| New | +$301K | 0.23% | 76 |
|
|
2022
Q4 | $299K | Hold |
1,975
| – | – | 0.23% | 81 |
|
|
2022
Q3 | $249K | Hold |
1,975
| – | – | 0.22% | 81 |
|
|
2022
Q2 | $284K | Hold |
1,975
| – | – | 0.24% | 77 |
|
|
2022
Q1 | $302K | Hold |
1,975
| – | – | 0.22% | 76 |
|
|
2021
Q4 | $323K | Hold |
1,975
| – | – | 0.22% | 76 |
|
|
2021
Q3 | $276K | Sell |
1,975
-325
| -14% | -$45.4K | 0.21% | 76 |
|
|
2021
Q2 | $310K | Buy |
2,300
+325
| +16% | +$43.8K | 0.24% | 77 |
|
|
2021
Q1 | $267K | Sell |
1,975
-58
| -3% | -$7.84K | 0.22% | 82 |
|
|
2020
Q4 | $283K | Sell |
2,033
-50
| -2% | -$6.96K | 0.24% | 76 |
|
|
2020
Q3 | $290K | Sell |
2,083
-285
| -12% | -$39.7K | 0.27% | 70 |
|
|
2020
Q2 | $283K | Hold |
2,368
| – | – | 0.3% | 65 |
|
|
2020
Q1 | $260K | Buy |
2,368
+130
| +6% | +$14.3K | 0.34% | 60 |
|
|
2019
Q4 | $280K | Hold |
2,238
| – | – | 0.27% | 74 |
|
|
2019
Q3 | $278K | Hold |
2,238
| – | – | 0.32% | 69 |
|
|
2019
Q2 | $245K | Hold |
2,238
| – | – | 0.29% | 72 |
|
|
2019
Q1 | $233K | Hold |
2,238
| – | – | 0.27% | 77 |
|
|
2018
Q4 | $206K | Buy |
+2,238
| New | +$206K | 0.21% | 74 |
|
|
2018
Q1 | – | Sell |
-2,238
| Closed | -$206K | – | 82 |
|
|
2017
Q4 | $206K | Hold |
2,238
| – | – | 0.19% | 79 |
|
|
2017
Q3 | $204K | Buy |
+2,238
| New | +$204K | 0.2% | 76 |
|