Security National Bank of So Dak’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $478K | Hold |
|
|||||
|
2025
Q2 | $457K | Hold |
|
|||||
|
2025
Q1 | $409K | Buy |
|
|||||
|
2024
Q4 | $376K | Hold |
|
|||||
|
2024
Q3 | $303K | Hold |
|
|||||
|
2024
Q2 | $318K | Hold |
|
|||||
|
2024
Q1 | $310K | Sell |
|
|||||
|
2023
Q4 | $356K | Sell |
|
|||||
|
2023
Q3 | $351K | Buy |
|
|||||
|
2023
Q2 | $356K | Buy |
|
|||||
|
2022
Q4 | $439K | Hold |
|
|||||
|
2022
Q3 | $427K | Hold |
|
|||||
|
2022
Q2 | $416K | Sell |
|
|||||
|
2022
Q1 | $537K | Buy |
|
|||||
|
2021
Q4 | $334K | Sell |
|
|||||
|
2021
Q3 | $346K | Sell |
|
|||||
|
2021
Q2 | $365K | Buy |
|
|||||
|
2021
Q1 | $216K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $216K | Hold |
|
|||||
|
2019
Q3 | $202K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $227K | Sell |
|
|||||
|
2018
Q2 | $319K | Sell |
|
|||||
|
2018
Q1 | $304K | Sell |
|
|||||
|
2017
Q4 | $412K | Buy |
|
|||||
|
2017
Q3 | $351K | Sell |
|
|||||
|
2017
Q2 | $354K | Sell |
|
|||||
|
2017
Q1 | $362K | Buy |
|
|||||
|
2016
Q4 | $354K | Sell |
|
|||||
|
2016
Q3 | $316K | Hold |
|
|||||
|
2016
Q2 | $338K | Buy |
|
|||||
|
2016
Q1 | $319K | Buy |
|
|||||
|
2015
Q4 | $355K | Sell |
|
|||||
|
2015
Q3 | $346K | Hold |
|
|||||
|
2015
Q2 | $379K | Hold |
|
|||||
|
2015
Q1 | $366K | Sell |
|
|||||
|
2014
Q4 | $376K | Hold |
|
|||||
|
2014
Q3 | $356K | Sell |
|
|||||
|
2014
Q2 | $362K | Sell |
|
|||||
|
2014
Q1 | $346K | Sell |
|
|||||
|
2013
Q4 | $319K | Hold |
|
|||||
|
2013
Q3 | $291K | Sell |
|
|||||
|
2013
Q2 | $318K | Buy |
|