Security National Bank of Sioux City Iowa’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,760
| Closed | -$729K | – | 102 |
|
|
2024
Q3 | $729K | Buy |
8,760
+42
| +0.5% | +$3.5K | 0.45% | 65 |
|
|
2024
Q2 | $683K | Buy |
8,718
+32
| +0.4% | +$2.51K | 0.49% | 61 |
|
|
2024
Q1 | $870K | Buy |
8,686
+1,080
| +14% | +$108K | 0.61% | 58 |
|
|
2023
Q4 | $721K | Sell |
7,606
-68
| -0.9% | -$6.44K | 0.54% | 59 |
|
|
2023
Q3 | $799K | Sell |
7,674
-170
| -2% | -$17.7K | 0.62% | 58 |
|
|
2023
Q2 | $949K | Buy |
+7,844
| New | +$949K | 0.72% | 54 |
|
|
2022
Q4 | $783K | Sell |
7,756
-25
| -0.3% | -$2.52K | 0.6% | 59 |
|
|
2022
Q3 | $744K | Sell |
7,781
-20
| -0.3% | -$1.91K | 0.66% | 55 |
|
|
2022
Q2 | $775K | Buy |
7,801
+30
| +0.4% | +$2.98K | 0.66% | 54 |
|
|
2022
Q1 | $818K | Sell |
7,771
-191
| -2% | -$20.1K | 0.61% | 55 |
|
|
2021
Q4 | $875K | Buy |
7,962
+265
| +3% | +$29.1K | 0.6% | 55 |
|
|
2021
Q3 | $921K | Buy |
7,697
+98
| +1% | +$11.7K | 0.71% | 54 |
|
|
2021
Q2 | $1.04M | Sell |
7,599
-16
| -0.2% | -$2.19K | 0.82% | 48 |
|
|
2021
Q1 | $1.02M | Sell |
7,615
-739
| -9% | -$98.7K | 0.82% | 47 |
|
|
2020
Q4 | $796K | Sell |
8,354
-205
| -2% | -$19.5K | 0.68% | 51 |
|
|
2020
Q3 | $808K | Sell |
8,559
-370
| -4% | -$34.9K | 0.76% | 48 |
|
|
2020
Q2 | $826K | Buy |
8,929
+395
| +5% | +$36.5K | 0.89% | 45 |
|
|
2020
Q1 | $411K | Buy |
8,534
+1,915
| +29% | +$92.2K | 0.53% | 55 |
|
|
2019
Q4 | $673K | Buy |
6,619
+1,588
| +32% | +$161K | 0.66% | 53 |
|
|
2019
Q3 | $443K | Sell |
5,031
-65
| -1% | -$5.72K | 0.51% | 56 |
|
|
2019
Q2 | $465K | Sell |
5,096
-660
| -11% | -$60.2K | 0.55% | 55 |
|
|
2019
Q1 | $486K | Sell |
5,756
-3,432
| -37% | -$290K | 0.56% | 56 |
|
|
2018
Q4 | $705K | Buy |
9,188
+640
| +7% | +$49.1K | 0.73% | 52 |
|
|
2018
Q3 | $863K | Buy |
8,548
+595
| +7% | +$60.1K | 0.76% | 55 |
|
|
2018
Q2 | $971K | Sell |
7,953
-53
| -0.7% | -$6.47K | 0.91% | 53 |
|
|
2018
Q1 | $917K | Buy |
8,006
+315
| +4% | +$36.1K | 0.86% | 57 |
|
|
2017
Q4 | $953K | Sell |
7,691
-181
| -2% | -$22.4K | 0.86% | 53 |
|
|
2017
Q3 | $824K | Buy |
7,872
+223
| +3% | +$23.3K | 0.81% | 61 |
|
|
2017
Q2 | $706K | Buy |
7,649
+95
| +1% | +$8.77K | 0.69% | 66 |
|
|
2017
Q1 | $633K | Buy |
7,554
+540
| +8% | +$45.3K | 0.62% | 70 |
|
|
2016
Q4 | $578K | Buy |
7,014
+1,369
| +24% | +$113K | 0.6% | 67 |
|
|
2016
Q3 | $437K | Sell |
5,645
-115
| -2% | -$8.9K | 0.49% | 67 |
|
|
2016
Q2 | $471K | Buy |
5,760
+60
| +1% | +$4.91K | 0.53% | 63 |
|
|
2016
Q1 | $561K | Sell |
5,700
-2,710
| -32% | -$267K | 0.66% | 60 |
|
|
2015
Q4 | $723K | Sell |
8,410
-220
| -3% | -$18.9K | 0.72% | 61 |
|
|
2015
Q3 | $1.03M | Buy |
+8,630
| New | +$1.03M | 1.22% | 41 |
|