Security National Bank of So Dak’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
25,843
-125
| -0.5% | -$7.2K | 0.81% | 45 |
|
|
2025
Q1 | $1.51M | Buy |
25,968
+548
| +2% | +$31.8K | 0.85% | 43 |
|
|
2024
Q4 | $1.36M | Sell |
25,420
-1,645
| -6% | -$87.9K | 0.76% | 50 |
|
|
2024
Q3 | $1.72M | Sell |
27,065
-105
| -0.4% | -$6.66K | 0.95% | 39 |
|
|
2024
Q2 | $1.44M | Sell |
27,170
-1,065
| -4% | -$56.3K | 0.86% | 45 |
|
|
2024
Q1 | $1.53M | Buy |
28,235
+6,369
| +29% | +$345K | 0.92% | 44 |
|
|
2023
Q4 | $1.26M | Sell |
21,866
-2,675
| -11% | -$154K | 0.83% | 47 |
|
|
2023
Q3 | $1.23M | Sell |
24,541
-4,579
| -16% | -$229K | 0.9% | 43 |
|
|
2023
Q2 | $1.74M | Buy |
+29,120
| New | +$1.74M | 1.24% | 30 |
|
|
2022
Q4 | $1.91M | Sell |
30,161
-2,575
| -8% | -$163K | 1.39% | 28 |
|
|
2022
Q3 | $1.91M | Sell |
32,736
-374
| -1% | -$21.8K | 1.71% | 21 |
|
|
2022
Q2 | $2.26M | Sell |
33,110
-25
| -0.1% | -$1.71K | 1.87% | 14 |
|
|
2022
Q1 | $2.3M | Buy |
33,135
+1,445
| +5% | +$100K | 1.6% | 20 |
|
|
2021
Q4 | $2.27M | Buy |
+31,690
| New | +$2.27M | 1.53% | 21 |
|