Security National Bank of Sioux City Iowa’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$375K	Hold	7,000	–	–	0.26%	67
2025 Q1	$406K	Hold	7,000	–	–	0.3%	65
2024 Q4	$360K	Hold	7,000	–	–	0.25%	69
2024 Q3	$376K	Hold	7,000	–	–	0.23%	77
2024 Q2	$396K	Hold	7,000	–	–	0.29%	66
2024 Q1	$422K	Hold	7,000	–	–	0.3%	68
2023 Q4	$420K	Hold	7,000	–	–	0.32%	65
2023 Q3	$343K	Hold	7,000	–	–	0.27%	70
2023 Q2	$305K	Buy	+7,000	New	+$305K	0.23%	75
2022 Q4	$302K	Hold	7,000	–	–	0.23%	79
2022 Q3	$273K	Hold	7,000	–	–	0.24%	78
2022 Q2	$261K	Hold	7,000	–	–	0.22%	80
2022 Q1	$286K	Hold	7,000	–	–	0.21%	78
2021 Q4	$286K	Hold	7,000	–	–	0.2%	78
2021 Q3	$261K	Buy	+7,000	New	+$261K	0.2%	77
2021 Q2	–	Sell	-7,000	Closed	-$223K	–	121
2021 Q1	$223K	Hold	7,000	–	–	0.18%	92
2020 Q4	$201K	Buy	+7,000	New	+$201K	0.17%	88
2020 Q1	–	Sell	-7,000	Closed	-$214K	–	85
2019 Q4	$214K	Hold	7,000	–	–	0.21%	86
2019 Q3	$220K	Hold	7,000	–	–	0.25%	81
2019 Q2	$219K	Hold	7,000	–	–	0.26%	77
2019 Q1	$218K	Buy	+7,000	New	+$218K	0.25%	79
2018 Q4	–	Sell	-7,000	Closed	-$207K	–	86
2018 Q3	$207K	Buy	+7,000	New	+$207K	0.18%	84