Security National Bank of Sioux City Iowa’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $375K | Hold |
|
|||||
|
2025
Q1 | $406K | Hold |
|
|||||
|
2024
Q4 | $360K | Hold |
|
|||||
|
2024
Q3 | $376K | Hold |
|
|||||
|
2024
Q2 | $396K | Hold |
|
|||||
|
2024
Q1 | $422K | Hold |
|
|||||
|
2023
Q4 | $420K | Hold |
|
|||||
|
2023
Q3 | $343K | Hold |
|
|||||
|
2023
Q2 | $305K | Buy |
|
|||||
|
2022
Q4 | $302K | Hold |
|
|||||
|
2022
Q3 | $273K | Hold |
|
|||||
|
2022
Q2 | $261K | Hold |
|
|||||
|
2022
Q1 | $286K | Hold |
|
|||||
|
2021
Q4 | $286K | Hold |
|
|||||
|
2021
Q3 | $261K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $223K | Hold |
|
|||||
|
2020
Q4 | $201K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $214K | Hold |
|
|||||
|
2019
Q3 | $220K | Hold |
|
|||||
|
2019
Q2 | $219K | Hold |
|
|||||
|
2019
Q1 | $218K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $207K | Buy |
|