Security National Bank of Sioux City Iowa’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,439	Closed	-$451K	–	93
2024 Q4	$451K	Hold	9,439	–	–	0.32%	65
2024 Q3	$432K	Sell	9,439 -300	-3%	-$13.7K	0.26%	71
2024 Q2	$387K	Sell	9,739 -301	-3%	-$12K	0.28%	68
2024 Q1	$449K	Sell	10,040 -99	-1%	-$4.43K	0.32%	64
2023 Q4	$439K	Hold	10,139	–	–	0.33%	64
2023 Q3	$335K	Hold	10,139	–	–	0.26%	72
2023 Q2	$335K	Buy	+10,139	New	+$335K	0.25%	71
2022 Q4	$456K	Hold	10,449	–	–	0.35%	67
2022 Q3	$421K	Hold	10,449	–	–	0.37%	66
2022 Q2	$481K	Sell	10,449 -500	-5%	-$23K	0.41%	62
2022 Q1	$582K	Sell	10,949 -200	-2%	-$10.6K	0.43%	58
2021 Q4	$626K	Sell	11,149 -200	-2%	-$11.2K	0.43%	60
2021 Q3	$675K	Buy	+11,349	New	+$675K	0.52%	59
2021 Q2	–	Sell	-11,724	Closed	-$648K	–	124
2021 Q1	$648K	Hold	11,724	–	–	0.52%	55
2020 Q4	$546K	Hold	11,724	–	–	0.47%	58
2020 Q3	$420K	Hold	11,724	–	–	0.39%	59
2020 Q2	$432K	Hold	11,724	–	–	0.46%	56
2020 Q1	$404K	Buy	11,724 +400	+4%	+$13.8K	0.52%	56
2019 Q4	$671K	Sell	11,324 -210	-2%	-$12.4K	0.66%	54
2019 Q3	$638K	Hold	11,534	–	–	0.73%	47
2019 Q2	$604K	Hold	11,534	–	–	0.71%	50
2019 Q1	$556K	Hold	11,534	–	–	0.64%	51
2018 Q4	$527K	Buy	11,534 +1,039	+10%	+$47.5K	0.55%	55
2018 Q3	$554K	Hold	10,495	–	–	0.49%	60
2018 Q2	$525K	Hold	10,495	–	–	0.49%	62
2018 Q1	$530K	Hold	10,495	–	–	0.5%	68
2017 Q4	$562K	Buy	10,495 +495	+5%	+$26.5K	0.51%	68
2017 Q3	$536K	Sell	10,000 -3,000	-23%	-$161K	0.52%	69
2017 Q2	$675K	Sell	13,000 -8,000	-38%	-$415K	0.66%	68
2017 Q1	$1.08M	Buy	+21,000	New	+$1.08M	1.07%	40