SNBOSD
Security National Bank of So Dak’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Hold |
5,699
| – | – | 0.25% | 78 |
|
|
2025
Q1 | $409K | Buy |
5,699
+342
| +6% | +$24.6K | 0.23% | 84 |
|
|
2024
Q4 | $376K | Hold |
5,357
| – | – | 0.21% | 82 |
|
|
2024
Q3 | $303K | Hold |
5,357
| – | – | 0.17% | 85 |
|
|
2024
Q2 | $318K | Hold |
5,357
| – | – | 0.19% | 83 |
|
|
2024
Q1 | $310K | Sell |
5,357
-1,867
| -26% | -$108K | 0.19% | 83 |
|
|
2023
Q4 | $356K | Sell |
7,224
-1,367
| -16% | -$67.3K | 0.23% | 78 |
|
|
2023
Q3 | $351K | Buy |
8,591
+252
| +3% | +$10.3K | 0.26% | 78 |
|
|
2023
Q2 | $356K | Buy |
+8,339
| New | +$356K | 0.25% | 76 |
|
|
2022
Q4 | $439K | Hold |
10,623
| – | – | 0.32% | 69 |
|
|
2022
Q3 | $427K | Hold |
10,623
| – | – | 0.38% | 66 |
|
|
2022
Q2 | $416K | Sell |
10,623
-450
| -4% | -$17.6K | 0.34% | 68 |
|
|
2022
Q1 | $537K | Buy |
11,073
+4,121
| +59% | +$200K | 0.37% | 63 |
|
|
2021
Q4 | $334K | Sell |
6,952
-500
| -7% | -$24K | 0.22% | 80 |
|
|
2021
Q3 | $346K | Sell |
7,452
-598
| -7% | -$27.8K | 0.26% | 73 |
|
|
2021
Q2 | $365K | Buy |
8,050
+2,519
| +46% | +$114K | 0.28% | 73 |
|
|
2021
Q1 | $216K | Buy |
+5,531
| New | +$216K | 0.18% | 92 |
|
|
2020
Q1 | – | Sell |
-4,012
| Closed | -$216K | – | 83 |
|
|
2019
Q4 | $216K | Hold |
4,012
| – | – | 0.22% | 79 |
|
|
2019
Q3 | $202K | Buy |
+4,012
| New | +$202K | 0.24% | 78 |
|
|
2018
Q4 | – | Sell |
-4,316
| Closed | -$227K | – | 89 |
|
|
2018
Q3 | $227K | Sell |
4,316
-1,437
| -25% | -$75.6K | 0.26% | 75 |
|
|
2018
Q2 | $319K | Sell |
5,753
-47
| -0.8% | -$2.61K | 0.37% | 70 |
|
|
2018
Q1 | $304K | Sell |
5,800
-983
| -14% | -$51.5K | 0.35% | 74 |
|
|
2017
Q4 | $412K | Buy |
6,783
+419
| +7% | +$25.5K | 0.45% | 71 |
|
|
2017
Q3 | $351K | Sell |
6,364
-20
| -0.3% | -$1.1K | 0.4% | 71 |
|
|
2017
Q2 | $354K | Sell |
6,384
-113
| -2% | -$6.27K | 0.41% | 73 |
|
|
2017
Q1 | $362K | Buy |
6,497
+75
| +1% | +$4.18K | 0.43% | 74 |
|
|
2016
Q4 | $354K | Sell |
6,422
-724
| -10% | -$39.9K | 0.43% | 73 |
|
|
2016
Q3 | $316K | Hold |
7,146
| – | – | 0.41% | 71 |
|
|
2016
Q2 | $338K | Buy |
7,146
+549
| +8% | +$26K | 0.46% | 67 |
|
|
2016
Q1 | $319K | Buy |
6,597
+63
| +1% | +$3.05K | 0.45% | 66 |
|
|
2015
Q4 | $355K | Sell |
6,534
-200
| -3% | -$10.9K | 0.5% | 63 |
|
|
2015
Q3 | $346K | Hold |
6,734
| – | – | 0.59% | 60 |
|
|
2015
Q2 | $379K | Hold |
6,734
| – | – | 0.62% | 59 |
|
|
2015
Q1 | $366K | Sell |
6,734
-126
| -2% | -$6.85K | 0.58% | 60 |
|
|
2014
Q4 | $376K | Hold |
6,860
| – | – | 0.56% | 62 |
|
|
2014
Q3 | $356K | Sell |
6,860
-23
| -0.3% | -$1.19K | 0.59% | 60 |
|
|
2014
Q2 | $362K | Sell |
6,883
-65
| -0.9% | -$3.42K | 0.59% | 59 |
|
|
2014
Q1 | $346K | Sell |
6,948
-83
| -1% | -$4.13K | 0.58% | 60 |
|
|
2013
Q4 | $319K | Hold |
7,031
| – | – | 0.54% | 61 |
|
|
2013
Q3 | $291K | Sell |
7,031
-677
| -9% | -$28K | 0.54% | 61 |
|
|
2013
Q2 | $318K | Buy |
+7,708
| New | +$318K | 0.54% | 65 |
|