Security National Bank of So Dak’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,152
| Closed | -$581K | – | 92 |
|
|
2018
Q3 | $581K | Sell |
13,152
-10,231
| -44% | -$452K | 0.67% | 56 |
|
|
2018
Q2 | $834K | Sell |
23,383
-20
| -0.1% | -$713 | 0.97% | 47 |
|
|
2018
Q1 | $793K | Buy |
23,403
+655
| +3% | +$22.2K | 0.91% | 49 |
|
|
2017
Q4 | $757K | Sell |
22,748
-180
| -0.8% | -$5.99K | 0.82% | 52 |
|
|
2017
Q3 | $765K | Sell |
22,928
-84
| -0.4% | -$2.8K | 0.88% | 52 |
|
|
2017
Q2 | $793K | Buy |
23,012
+420
| +2% | +$14.5K | 0.93% | 52 |
|
|
2017
Q1 | $717K | Buy |
22,592
+403
| +2% | +$12.8K | 0.86% | 54 |
|
|
2016
Q4 | $705K | Buy |
22,189
+701
| +3% | +$22.3K | 0.86% | 56 |
|
|
2016
Q3 | $711K | Buy |
21,488
+730
| +4% | +$24.2K | 0.92% | 55 |
|
|
2016
Q2 | $682K | Buy |
20,758
+1,290
| +7% | +$42.4K | 0.92% | 53 |
|
|
2016
Q1 | $599K | Buy |
19,468
+2,707
| +16% | +$83.3K | 0.85% | 57 |
|
|
2015
Q4 | $478K | Sell |
16,761
-1,459
| -8% | -$41.6K | 0.67% | 59 |
|
|
2015
Q3 | $497K | Buy |
18,220
+824
| +5% | +$22.5K | 0.85% | 52 |
|
|
2015
Q2 | $510K | Buy |
17,396
+76
| +0.4% | +$2.23K | 0.84% | 53 |
|
|
2015
Q1 | $565K | Buy |
17,320
+890
| +5% | +$29K | 0.89% | 54 |
|
|
2014
Q4 | $500K | Sell |
16,430
-740
| -4% | -$22.5K | 0.74% | 56 |
|
|
2014
Q3 | $479K | Buy |
17,170
+420
| +3% | +$11.7K | 0.79% | 55 |
|
|
2014
Q2 | $481K | Sell |
16,750
-240
| -1% | -$6.89K | 0.79% | 55 |
|
|
2014
Q1 | $526K | Buy |
+16,990
| New | +$526K | 0.89% | 53 |
|