SNBOSD
Security National Bank of So Dak’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,571
| Closed | -$215K | – | 104 |
|
|
2024
Q2 | $215K | Hold |
1,571
| – | – | 0.13% | 94 |
|
|
2024
Q1 | $233K | Sell |
1,571
-20
| -1% | -$2.97K | 0.14% | 93 |
|
|
2023
Q4 | $250K | Sell |
1,591
-72
| -4% | -$11.3K | 0.17% | 88 |
|
|
2023
Q3 | $259K | Sell |
1,663
-100
| -6% | -$15.6K | 0.19% | 86 |
|
|
2023
Q2 | $316K | Buy |
+1,763
| New | +$316K | 0.23% | 83 |
|
|
2022
Q4 | $326K | Buy |
1,878
+170
| +10% | +$29.5K | 0.24% | 79 |
|
|
2022
Q3 | $276K | Hold |
1,708
| – | – | 0.25% | 79 |
|
|
2022
Q2 | $312K | Hold |
1,708
| – | – | 0.26% | 75 |
|
|
2022
Q1 | $366K | Sell |
1,708
-40
| -2% | -$8.57K | 0.25% | 73 |
|
|
2021
Q4 | $375K | Hold |
1,748
| – | – | 0.25% | 75 |
|
|
2021
Q3 | $318K | Buy |
+1,748
| New | +$318K | 0.24% | 79 |
|
|
2021
Q2 | – | Sell |
-1,776
| Closed | -$302K | – | 113 |
|
|
2021
Q1 | $302K | Buy |
1,776
+165
| +10% | +$28.1K | 0.25% | 74 |
|
|
2020
Q4 | $271K | Hold |
1,611
| – | – | 0.24% | 73 |
|
|
2020
Q3 | $268K | Buy |
+1,611
| New | +$268K | 0.27% | 72 |
|