Security National Bank of Sioux City Iowa’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,162
| Closed | -$1.53M | – | 106 |
|
|
2024
Q3 | $1.53M | Buy |
24,162
+1,042
| +5% | +$65.9K | 0.93% | 44 |
|
|
2024
Q2 | $1.27M | Sell |
23,120
-272
| -1% | -$14.9K | 0.92% | 47 |
|
|
2024
Q1 | $1.41M | Buy |
23,392
+232
| +1% | +$14K | 1% | 45 |
|
|
2023
Q4 | $1.5M | Sell |
23,160
-200
| -0.9% | -$12.9K | 1.13% | 38 |
|
|
2023
Q3 | $1.41M | Sell |
23,360
-565
| -2% | -$34K | 1.1% | 38 |
|
|
2023
Q2 | $1.48M | Buy |
+23,925
| New | +$1.48M | 1.12% | 38 |
|
|
2022
Q4 | $1.66M | Sell |
25,582
-25
| -0.1% | -$1.62K | 1.27% | 33 |
|
|
2022
Q3 | $1.57M | Buy |
25,607
+40
| +0.2% | +$2.45K | 1.4% | 29 |
|
|
2022
Q2 | $1.68M | Buy |
25,567
+20
| +0.1% | +$1.31K | 1.43% | 32 |
|
|
2022
Q1 | $2.03M | Sell |
25,547
-2,248
| -8% | -$179K | 1.51% | 28 |
|
|
2021
Q4 | $2.13M | Sell |
27,795
-115
| -0.4% | -$8.82K | 1.46% | 24 |
|
|
2021
Q3 | $1.85M | Buy |
27,910
+4,857
| +21% | +$321K | 1.42% | 28 |
|
|
2021
Q2 | $1.62M | Sell |
23,053
-3,810
| -14% | -$267K | 1.27% | 32 |
|
|
2021
Q1 | $1.75M | Sell |
26,863
-226
| -0.8% | -$14.7K | 1.41% | 28 |
|
|
2020
Q4 | $1.53M | Buy |
27,089
+3,505
| +15% | +$198K | 1.31% | 31 |
|
|
2020
Q3 | $1.09M | Sell |
23,584
-755
| -3% | -$34.9K | 1.02% | 40 |
|
|
2020
Q2 | $1.09M | Buy |
24,339
+460
| +2% | +$20.5K | 1.17% | 37 |
|
|
2020
Q1 | $1.01M | Buy |
23,879
+2,602
| +12% | +$110K | 1.31% | 35 |
|
|
2019
Q4 | $1.2M | Buy |
21,277
+3,910
| +23% | +$220K | 1.17% | 31 |
|
|
2019
Q3 | $1.01M | Sell |
17,367
-220
| -1% | -$12.8K | 1.16% | 34 |
|
|
2019
Q2 | $1.03M | Sell |
17,587
-587
| -3% | -$34.2K | 1.21% | 28 |
|
|
2019
Q1 | $987K | Sell |
18,174
-4,475
| -20% | -$243K | 1.14% | 34 |
|
|
2018
Q4 | $1.13M | Buy |
22,649
+215
| +1% | +$10.7K | 1.17% | 36 |
|
|
2018
Q3 | $1.36M | Buy |
22,434
+25
| +0.1% | +$1.52K | 1.2% | 39 |
|
|
2018
Q2 | $1.3M | Sell |
22,409
-85
| -0.4% | -$4.92K | 1.22% | 40 |
|
|
2018
Q1 | $1.28M | Buy |
22,494
+1,735
| +8% | +$98.7K | 1.2% | 40 |
|
|
2017
Q4 | $1.22M | Sell |
20,759
-229
| -1% | -$13.4K | 1.1% | 43 |
|
|
2017
Q3 | $1.18M | Buy |
20,988
+505
| +2% | +$28.4K | 1.16% | 41 |
|
|
2017
Q2 | $1.03M | Hold |
20,483
| – | – | 1.01% | 48 |
|
|
2017
Q1 | $1.03M | Sell |
20,483
-144
| -0.7% | -$7.21K | 1.01% | 48 |
|
|
2016
Q4 | $1.02M | Buy |
20,627
+2,532
| +14% | +$125K | 1.06% | 47 |
|
|
2016
Q3 | $803K | Sell |
18,095
-350
| -2% | -$15.5K | 0.9% | 52 |
|
|
2016
Q2 | $792K | Buy |
18,445
+940
| +5% | +$40.4K | 0.9% | 52 |
|
|
2016
Q1 | $755K | Sell |
17,505
-10,390
| -37% | -$448K | 0.88% | 54 |
|
|
2015
Q4 | $1.09M | Buy |
27,895
+1,630
| +6% | +$63.9K | 1.08% | 41 |
|
|
2015
Q3 | $1.04M | Sell |
26,265
-170
| -0.6% | -$6.7K | 1.22% | 40 |
|
|
2015
Q2 | $1.12M | Sell |
26,435
-300
| -1% | -$12.8K | 1.23% | 46 |
|
|
2015
Q1 | $1.15M | Buy |
+26,735
| New | +$1.15M | 1.23% | 45 |
|