Security National Bank of Sioux City Iowa’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,675
| Closed | -$248K | – | 99 |
|
|
2019
Q3 | $248K | Hold |
8,675
| – | – | 0.28% | 74 |
|
|
2019
Q2 | $219K | Sell |
8,675
-134
| -2% | -$3.38K | 0.26% | 78 |
|
|
2019
Q1 | $209K | Buy |
+8,809
| New | +$209K | 0.24% | 82 |
|
|
2018
Q4 | – | Sell |
-13,785
| Closed | -$349K | – | 87 |
|
|
2018
Q3 | $349K | Sell |
13,785
-4,595
| -25% | -$116K | 0.31% | 70 |
|
|
2018
Q2 | $445K | Sell |
18,380
-56,321
| -75% | -$1.36M | 0.42% | 65 |
|
|
2018
Q1 | $2.01M | Buy |
74,701
+4,461
| +6% | +$120K | 1.89% | 15 |
|
|
2017
Q4 | $2.06M | Buy |
70,240
+16,843
| +32% | +$495K | 1.87% | 15 |
|
|
2017
Q3 | $1.58M | Buy |
53,397
+29
| +0.1% | +$858 | 1.55% | 22 |
|
|
2017
Q2 | $1.52M | Sell |
53,368
-2,882
| -5% | -$82.1K | 1.49% | 23 |
|
|
2017
Q1 | $1.77M | Sell |
56,250
-609
| -1% | -$19.1K | 1.74% | 14 |
|
|
2016
Q4 | $1.83M | Sell |
56,859
-705
| -1% | -$22.6K | 1.9% | 13 |
|
|
2016
Q3 | $1.77M | Sell |
57,564
-18,739
| -25% | -$575K | 1.97% | 15 |
|
|
2016
Q2 | $2.49M | Buy |
76,303
+2,301
| +3% | +$75.1K | 2.82% | 7 |
|
|
2016
Q1 | $2.19M | Sell |
74,002
-4,519
| -6% | -$134K | 2.56% | 8 |
|
|
2015
Q4 | $2.04M | Buy |
78,521
+8,883
| +13% | +$231K | 2.02% | 11 |
|
|
2015
Q3 | $1.71M | Buy |
69,638
+1,333
| +2% | +$32.8K | 2.02% | 11 |
|
|
2015
Q2 | $1.83M | Buy |
68,305
+5,868
| +9% | +$157K | 2% | 13 |
|
|
2015
Q1 | $1.54M | Buy |
62,437
+19,754
| +46% | +$487K | 1.66% | 18 |
|
|
2014
Q4 | $1.08M | Sell |
42,683
-30,373
| -42% | -$771K | 1.21% | 45 |
|
|
2014
Q3 | $1.94M | Sell |
73,056
-899
| -1% | -$23.9K | 2.17% | 8 |
|
|
2014
Q2 | $1.98M | Sell |
73,955
-580
| -0.8% | -$15.5K | 2.23% | 8 |
|
|
2014
Q1 | $1.97M | Buy |
74,535
+1,364
| +2% | +$36.1K | 2.31% | 8 |
|
|
2013
Q4 | $1.94M | Buy |
73,171
+8,426
| +13% | +$224K | 2.36% | 6 |
|
|
2013
Q3 | $1.65M | Buy |
64,745
+6,878
| +12% | +$176K | 2.4% | 6 |
|
|
2013
Q2 | $1.55M | Buy |
+57,867
| New | +$1.55M | 2.42% | 9 |
|