Security National Bank of So Dak’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,052
| Closed | -$220K | – | 102 |
|
|
2021
Q2 | $220K | Buy |
+2,052
| New | +$220K | 0.17% | 92 |
|
|
2020
Q1 | – | Sell |
-1,857
| Closed | -$215K | – | 76 |
|
|
2019
Q4 | $215K | Sell |
1,857
-259
| -12% | -$30K | 0.22% | 80 |
|
|
2019
Q3 | $219K | Sell |
2,116
-300
| -12% | -$31K | 0.25% | 75 |
|
|
2019
Q2 | $221K | Buy |
2,416
+27
| +1% | +$2.47K | 0.26% | 73 |
|
|
2019
Q1 | $211K | Buy |
+2,389
| New | +$211K | 0.26% | 75 |
|
|
2018
Q1 | – | Sell |
-4,120
| Closed | -$270K | – | 89 |
|
|
2017
Q4 | $270K | Hold |
4,120
| – | – | 0.29% | 84 |
|
|
2017
Q3 | $265K | Sell |
4,120
-140
| -3% | -$9.01K | 0.3% | 79 |
|
|
2017
Q2 | $260K | Sell |
4,260
-180
| -4% | -$11K | 0.3% | 79 |
|
|
2017
Q1 | $256K | Sell |
4,440
-28,654
| -87% | -$1.65M | 0.31% | 78 |
|
|
2016
Q4 | $1.76M | Sell |
33,094
-362
| -1% | -$19.2K | 2.15% | 6 |
|
|
2016
Q3 | $1.66M | Buy |
33,456
+1,000
| +3% | +$49.7K | 2.15% | 6 |
|
|
2016
Q2 | $1.77M | Buy |
32,456
+60
| +0.2% | +$3.26K | 2.39% | 7 |
|
|
2016
Q1 | $1.66M | Sell |
32,396
-1,182
| -4% | -$60.6K | 2.35% | 7 |
|
|
2015
Q4 | $1.54M | Buy |
33,578
+1,270
| +4% | +$58.1K | 2.16% | 11 |
|
|
2015
Q3 | $1.4M | Sell |
32,308
-490
| -1% | -$21.2K | 2.4% | 9 |
|
|
2015
Q2 | $1.36M | Sell |
32,798
-1,538
| -4% | -$63.7K | 2.23% | 12 |
|
|
2015
Q1 | $1.36M | Sell |
34,336
-648
| -2% | -$25.7K | 2.14% | 12 |
|
|
2014
Q4 | $1.24M | Sell |
34,984
-456
| -1% | -$16.2K | 1.84% | 18 |
|
|
2014
Q3 | $1.15M | Sell |
35,440
-11,950
| -25% | -$386K | 1.89% | 19 |
|
|
2014
Q2 | $1.43M | Sell |
47,390
-640
| -1% | -$19.3K | 2.35% | 11 |
|
|
2014
Q1 | $1.36M | Sell |
48,030
-1,690
| -3% | -$47.9K | 2.3% | 10 |
|
|
2013
Q4 | $1.47M | Buy |
49,720
+1,160
| +2% | +$34.2K | 2.47% | 7 |
|
|
2013
Q3 | $1.23M | Sell |
48,560
-920
| -2% | -$23.2K | 2.26% | 10 |
|
|
2013
Q2 | $1.08M | Buy |
+49,480
| New | +$1.08M | 1.85% | 14 |
|