SNBOSD
Security National Bank of So Dak’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
1,621
-861
| -35% | -$123K | 0.13% | 106 |
|
|
2025
Q1 | $415K | Buy |
2,482
+253
| +11% | +$42.3K | 0.23% | 82 |
|
|
2024
Q4 | $323K | Sell |
2,229
-20
| -0.9% | -$2.9K | 0.18% | 87 |
|
|
2024
Q3 | $331K | Buy |
2,249
+343
| +18% | +$50.5K | 0.18% | 82 |
|
|
2024
Q2 | $298K | Hold |
1,906
| – | – | 0.18% | 85 |
|
|
2024
Q1 | $301K | Sell |
1,906
-98
| -5% | -$15.5K | 0.18% | 85 |
|
|
2023
Q4 | $299K | Hold |
2,004
| – | – | 0.2% | 84 |
|
|
2023
Q3 | $338K | Sell |
2,004
-108
| -5% | -$18.2K | 0.25% | 80 |
|
|
2023
Q2 | $332K | Buy |
+2,112
| New | +$332K | 0.24% | 80 |
|
|
2022
Q4 | $386K | Hold |
2,152
| – | – | 0.28% | 73 |
|
|
2022
Q3 | $309K | Sell |
2,152
-26
| -1% | -$3.73K | 0.28% | 73 |
|
|
2022
Q2 | $315K | Hold |
2,178
| – | – | 0.26% | 74 |
|
|
2022
Q1 | $355K | Hold |
2,178
| – | – | 0.25% | 74 |
|
|
2021
Q4 | $256K | Buy |
2,178
+150
| +7% | +$17.6K | 0.17% | 88 |
|
|
2021
Q3 | $206K | Sell |
2,028
-1,280
| -39% | -$130K | 0.16% | 95 |
|
|
2021
Q2 | $347K | Buy |
+3,308
| New | +$347K | 0.27% | 74 |
|
|
2019
Q3 | – | Sell |
-2,544
| Closed | -$317K | – | 82 |
|
|
2019
Q2 | $317K | Hold |
2,544
| – | – | 0.37% | 63 |
|
|
2019
Q1 | $313K | Sell |
2,544
-1,795
| -41% | -$221K | 0.39% | 62 |
|
|
2018
Q4 | $472K | Sell |
4,339
-69
| -2% | -$7.51K | 0.61% | 57 |
|
|
2018
Q3 | $539K | Buy |
4,408
+837
| +23% | +$102K | 0.62% | 60 |
|
|
2018
Q2 | $451K | Sell |
3,571
-7,474
| -68% | -$944K | 0.53% | 65 |
|
|
2018
Q1 | $1.26M | Buy |
11,045
+891
| +9% | +$102K | 1.44% | 25 |
|
|
2017
Q4 | $1.27M | Sell |
10,154
-215
| -2% | -$26.9K | 1.37% | 29 |
|
|
2017
Q3 | $1.22M | Sell |
10,369
-170
| -2% | -$20K | 1.4% | 26 |
|
|
2017
Q2 | $1.1M | Buy |
10,539
+115
| +1% | +$12K | 1.29% | 32 |
|
|
2017
Q1 | $1.12M | Buy |
10,424
+62
| +0.6% | +$6.66K | 1.34% | 30 |
|
|
2016
Q4 | $1.22M | Buy |
10,362
+229
| +2% | +$27K | 1.49% | 27 |
|
|
2016
Q3 | $1.04M | Buy |
10,133
+650
| +7% | +$66.9K | 1.35% | 36 |
|
|
2016
Q2 | $994K | Buy |
9,483
+327
| +4% | +$34.3K | 1.35% | 36 |
|
|
2016
Q1 | $873K | Buy |
9,156
+745
| +9% | +$71K | 1.23% | 42 |
|
|
2015
Q4 | $757K | Sell |
8,411
-968
| -10% | -$87.1K | 1.06% | 45 |
|
|
2015
Q3 | $740K | Sell |
9,379
-156
| -2% | -$12.3K | 1.27% | 40 |
|
|
2015
Q2 | $920K | Buy |
9,535
+12
| +0.1% | +$1.16K | 1.51% | 30 |
|
|
2015
Q1 | $1M | Buy |
9,523
+972
| +11% | +$102K | 1.57% | 25 |
|
|
2014
Q4 | $960K | Sell |
8,551
-150
| -2% | -$16.8K | 1.42% | 30 |
|
|
2014
Q3 | $1.04M | Sell |
8,701
-30
| -0.3% | -$3.58K | 1.71% | 23 |
|
|
2014
Q2 | $1.14M | Sell |
8,731
-92
| -1% | -$12K | 1.87% | 21 |
|
|
2014
Q1 | $1.05M | Sell |
8,823
-232
| -3% | -$27.6K | 1.77% | 22 |
|
|
2013
Q4 | $1.13M | Buy |
9,055
+270
| +3% | +$33.7K | 1.9% | 18 |
|
|
2013
Q3 | $1.07M | Buy |
8,785
+56
| +0.6% | +$6.81K | 1.96% | 15 |
|
|
2013
Q2 | $1.03M | Buy |
+8,729
| New | +$1.03M | 1.77% | 16 |
|