Security National Bank of So Dak’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
2,340
-538
| -19% | -$85.7K | 0.2% | 86 |
|
|
2025
Q1 | $490K | Buy |
2,878
+433
| +18% | +$73.8K | 0.28% | 78 |
|
|
2024
Q4 | $410K | Sell |
2,445
-55
| -2% | -$9.22K | 0.23% | 80 |
|
|
2024
Q3 | $433K | Hold |
2,500
| – | – | 0.24% | 74 |
|
|
2024
Q2 | $412K | Hold |
2,500
| – | – | 0.25% | 75 |
|
|
2024
Q1 | $406K | Hold |
2,500
| – | – | 0.24% | 77 |
|
|
2023
Q4 | $366K | Hold |
2,500
| – | – | 0.24% | 76 |
|
|
2023
Q3 | $365K | Hold |
2,500
| – | – | 0.27% | 75 |
|
|
2023
Q2 | $379K | Buy |
+2,500
| New | +$379K | 0.27% | 74 |
|
|
2022
Q4 | $432K | Hold |
2,850
| – | – | 0.31% | 70 |
|
|
2022
Q3 | $360K | Hold |
2,850
| – | – | 0.32% | 71 |
|
|
2022
Q2 | $410K | Hold |
2,850
| – | – | 0.34% | 69 |
|
|
2022
Q1 | $435K | Sell |
2,850
-450
| -14% | -$68.7K | 0.3% | 70 |
|
|
2021
Q4 | $540K | Buy |
3,300
+100
| +3% | +$16.4K | 0.36% | 67 |
|
|
2021
Q3 | $447K | Buy |
3,200
+1,225
| +62% | +$171K | 0.34% | 66 |
|
|
2021
Q2 | $266K | Buy |
1,975
+82
| +4% | +$11K | 0.2% | 81 |
|
|
2021
Q1 | $256K | Hold |
1,893
| – | – | 0.21% | 81 |
|
|
2020
Q4 | $263K | Hold |
1,893
| – | – | 0.23% | 75 |
|
|
2020
Q3 | $263K | Hold |
1,893
| – | – | 0.27% | 73 |
|
|
2020
Q2 | $226K | Hold |
1,893
| – | – | 0.26% | 71 |
|
|
2020
Q1 | $208K | Hold |
1,893
| – | – | 0.28% | 70 |
|
|
2019
Q4 | $236K | Hold |
1,893
| – | – | 0.24% | 75 |
|
|
2019
Q3 | $235K | Sell |
1,893
-536
| -22% | -$66.5K | 0.27% | 71 |
|
|
2019
Q2 | $266K | Hold |
2,429
| – | – | 0.31% | 68 |
|
|
2019
Q1 | $253K | Sell |
2,429
-1,152
| -32% | -$120K | 0.32% | 68 |
|
|
2018
Q4 | $329K | Hold |
3,581
| – | – | 0.43% | 68 |
|
|
2018
Q3 | $298K | Hold |
3,581
| – | – | 0.34% | 72 |
|
|
2018
Q2 | $280K | Hold |
3,581
| – | – | 0.33% | 74 |
|
|
2018
Q1 | $284K | Buy |
3,581
+1,293
| +57% | +$103K | 0.33% | 78 |
|
|
2017
Q4 | $210K | Hold |
2,288
| – | – | 0.23% | 89 |
|
|
2017
Q3 | $208K | Buy |
+2,288
| New | +$208K | 0.24% | 86 |
|
|
2017
Q2 | – | Sell |
-2,288
| Closed | -$206K | – | 87 |
|
|
2017
Q1 | $206K | Buy |
+2,288
| New | +$206K | 0.25% | 84 |
|
|
2016
Q4 | – | Sell |
-2,343
| Closed | -$210K | – | 85 |
|
|
2016
Q3 | $210K | Buy |
+2,343
| New | +$210K | 0.27% | 77 |
|
|
2015
Q3 | – | Sell |
-2,558
| Closed | -$200K | – | 68 |
|
|
2015
Q2 | $200K | Sell |
2,558
-1,035
| -29% | -$80.9K | 0.33% | 64 |
|
|
2015
Q1 | $294K | Hold |
3,593
| – | – | 0.46% | 61 |
|
|
2014
Q4 | $327K | Hold |
3,593
| – | – | 0.48% | 65 |
|
|
2014
Q3 | $301K | Hold |
3,593
| – | – | 0.5% | 64 |
|
|
2014
Q2 | $282K | Sell |
3,593
-699
| -16% | -$54.9K | 0.46% | 63 |
|
|
2014
Q1 | $346K | Sell |
4,292
-52
| -1% | -$4.19K | 0.58% | 59 |
|
|
2013
Q4 | $354K | Hold |
4,344
| – | – | 0.59% | 59 |
|
|
2013
Q3 | $328K | Hold |
4,344
| – | – | 0.6% | 59 |
|
|
2013
Q2 | $334K | Buy |
+4,344
| New | +$334K | 0.57% | 64 |
|