Security National Bank of Sioux City Iowa’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
27,782
+685
| +3% | +$73.8K | 2.1% | 11 |
|
|
2025
Q1 | $3.22M | Sell |
27,097
-4,971
| -16% | -$591K | 2.34% | 9 |
|
|
2024
Q4 | $3.45M | Sell |
32,068
-7,376
| -19% | -$793K | 2.41% | 9 |
|
|
2024
Q3 | $4.62M | Buy |
39,444
+5,650
| +17% | +$662K | 2.82% | 5 |
|
|
2024
Q2 | $3.89M | Sell |
33,794
-1,838
| -5% | -$212K | 2.8% | 6 |
|
|
2024
Q1 | $4.14M | Sell |
35,632
-1,555
| -4% | -$181K | 2.92% | 5 |
|
|
2023
Q4 | $3.72M | Sell |
37,187
-315
| -0.8% | -$31.5K | 2.81% | 6 |
|
|
2023
Q3 | $4.41M | Sell |
37,502
-1,210
| -3% | -$142K | 3.44% | 4 |
|
|
2023
Q2 | $4.15M | Buy |
+38,712
| New | +$4.15M | 3.13% | 5 |
|
|
2022
Q4 | $4.28M | Sell |
38,790
-435
| -1% | -$48K | 3.27% | 5 |
|
|
2022
Q3 | $3.42M | Sell |
39,225
-215
| -0.5% | -$18.8K | 3.05% | 6 |
|
|
2022
Q2 | $3.38M | Sell |
39,440
-1,268
| -3% | -$109K | 2.88% | 6 |
|
|
2022
Q1 | $3.36M | Sell |
40,708
-2,695
| -6% | -$223K | 2.5% | 6 |
|
|
2021
Q4 | $2.66M | Sell |
43,403
-620
| -1% | -$37.9K | 1.82% | 16 |
|
|
2021
Q3 | $2.59M | Buy |
44,023
+24,629
| +127% | +$1.45M | 1.99% | 11 |
|
|
2021
Q2 | $1.22M | Sell |
19,394
-23,299
| -55% | -$1.47M | 0.96% | 44 |
|
|
2021
Q1 | $2.38M | Buy |
42,693
+6,052
| +17% | +$338K | 1.92% | 12 |
|
|
2020
Q4 | $1.51M | Sell |
36,641
-7,400
| -17% | -$305K | 1.29% | 32 |
|
|
2020
Q3 | $1.51M | Sell |
44,041
-1,220
| -3% | -$41.9K | 1.42% | 23 |
|
|
2020
Q2 | $2.02M | Buy |
45,261
+820
| +2% | +$36.7K | 2.18% | 10 |
|
|
2020
Q1 | $1.69M | Buy |
44,441
+8,863
| +25% | +$336K | 2.18% | 12 |
|
|
2019
Q4 | $2.48M | Buy |
35,578
+4,205
| +13% | +$293K | 2.44% | 8 |
|
|
2019
Q3 | $2.22M | Buy |
31,373
+283
| +0.9% | +$20K | 2.54% | 10 |
|
|
2019
Q2 | $2.38M | Sell |
31,090
-5,086
| -14% | -$390K | 2.81% | 8 |
|
|
2019
Q1 | $2.92M | Sell |
36,176
-3,953
| -10% | -$319K | 3.37% | 4 |
|
|
2018
Q4 | $2.74M | Buy |
40,129
+3,027
| +8% | +$206K | 2.83% | 7 |
|
|
2018
Q3 | $3.16M | Sell |
37,102
-1,942
| -5% | -$165K | 2.78% | 5 |
|
|
2018
Q2 | $3.23M | Sell |
39,044
-346
| -0.9% | -$28.6K | 3.03% | 4 |
|
|
2018
Q1 | $2.94M | Sell |
39,390
-1,506
| -4% | -$112K | 2.76% | 4 |
|
|
2017
Q4 | $3.42M | Sell |
40,896
-1,133
| -3% | -$94.8K | 3.1% | 2 |
|
|
2017
Q3 | $3.45M | Sell |
42,029
-3,930
| -9% | -$322K | 3.37% | 2 |
|
|
2017
Q2 | $3.71M | Buy |
45,959
+549
| +1% | +$44.3K | 3.64% | 3 |
|
|
2017
Q1 | $3.72M | Buy |
45,410
+16,505
| +57% | +$1.35M | 3.67% | 3 |
|
|
2016
Q4 | $2.61M | Sell |
28,905
-478
| -2% | -$43.1K | 2.71% | 4 |
|
|
2016
Q3 | $2.57M | Sell |
29,383
-282
| -1% | -$24.6K | 2.87% | 4 |
|
|
2016
Q2 | $2.78M | Sell |
29,665
-545
| -2% | -$51.1K | 3.15% | 2 |
|
|
2016
Q1 | $2.53M | Sell |
30,210
-830
| -3% | -$69.4K | 2.95% | 6 |
|
|
2015
Q4 | $2.42M | Buy |
31,040
+90
| +0.3% | +$7.01K | 2.4% | 7 |
|
|
2015
Q3 | $2.3M | Sell |
30,950
-349
| -1% | -$25.9K | 2.71% | 6 |
|
|
2015
Q2 | $2.6M | Buy |
31,299
+3,046
| +11% | +$253K | 2.84% | 3 |
|
|
2015
Q1 | $2.4M | Buy |
28,253
+1,929
| +7% | +$164K | 2.58% | 4 |
|
|
2014
Q4 | $2.43M | Buy |
26,324
+5,856
| +29% | +$541K | 2.72% | 4 |
|
|
2014
Q3 | $1.93M | Buy |
20,468
+2,350
| +13% | +$221K | 2.15% | 9 |
|
|
2014
Q2 | $1.82M | Sell |
18,118
-615
| -3% | -$61.9K | 2.06% | 10 |
|
|
2014
Q1 | $1.83M | Hold |
18,733
| – | – | 2.14% | 10 |
|
|
2013
Q4 | $1.9M | Sell |
18,733
-217
| -1% | -$22K | 2.3% | 9 |
|
|
2013
Q3 | $1.63M | Sell |
18,950
-456
| -2% | -$39.2K | 2.37% | 8 |
|
|
2013
Q2 | $1.75M | Buy |
+19,406
| New | +$1.75M | 2.74% | 3 |
|