Security National Bank of Sioux City Iowa’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,689
| Closed | -$321K | – | 109 |
|
|
2024
Q3 | $321K | Buy |
+5,689
| New | +$321K | 0.2% | 85 |
|
|
2022
Q1 | – | Sell |
-7,392
| Closed | -$355K | – | 96 |
|
|
2021
Q4 | $355K | Sell |
7,392
-500
| -6% | -$24K | 0.24% | 74 |
|
|
2021
Q3 | $366K | Buy |
7,892
+2,001
| +34% | +$92.8K | 0.28% | 71 |
|
|
2021
Q2 | $267K | Sell |
5,891
-1,799
| -23% | -$81.5K | 0.21% | 82 |
|
|
2021
Q1 | $300K | Buy |
+7,690
| New | +$300K | 0.24% | 78 |
|
|
2020
Q3 | – | Sell |
-10,675
| Closed | -$273K | – | 94 |
|
|
2020
Q2 | $273K | Sell |
10,675
-1,233
| -10% | -$31.5K | 0.29% | 69 |
|
|
2020
Q1 | $342K | Buy |
11,908
+3,500
| +42% | +$101K | 0.44% | 58 |
|
|
2019
Q4 | $452K | Buy |
8,408
+1,233
| +17% | +$66.3K | 0.44% | 60 |
|
|
2019
Q3 | $362K | Buy |
7,175
+1,700
| +31% | +$85.8K | 0.41% | 60 |
|
|
2019
Q2 | $259K | Sell |
5,475
-100
| -2% | -$4.73K | 0.31% | 70 |
|
|
2019
Q1 | $269K | Sell |
5,575
-50
| -0.9% | -$2.41K | 0.31% | 73 |
|
|
2018
Q4 | $259K | Hold |
5,625
| – | – | 0.27% | 69 |
|
|
2018
Q3 | $296K | Sell |
5,625
-1,260
| -18% | -$66.3K | 0.26% | 75 |
|
|
2018
Q2 | $382K | Buy |
+6,885
| New | +$382K | 0.36% | 69 |
|