Security National Bank’s Alexandria Real Estate Equities ARE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-56	Closed	-$6.65K	–	320
2024 Q3	$6.65K	Sell	56 -18,581	-100%	-$2.21M	﹤0.01%	266
2024 Q2	$2.18M	Buy	18,637 +405	+2%	+$48.3K	0.32%	52
2024 Q1	$2.35M	Buy	18,232 +2,793	+18%	+$344K	0.36%	50
2023 Q4	$1.96M	Buy	15,439 +7,586	+97%	+$817K	0.44%	51
2023 Q3	$780K	Sell	7,853 -417	-5%	-$48.4K	0.22%	62
2023 Q2	$939K	Sell	8,270 -792	-9%	-$94.3K	0.24%	59
2023 Q1	$1.14M	Sell	9,062 -2,733	-23%	-$402K	0.3%	54
2022 Q4	$1.72M	Sell	11,795 -4,559	-28%	-$659K	0.46%	53
2022 Q3	$2.29M	Buy	16,354 +1,323	+9%	+$203K	0.64%	51
2022 Q2	$2.18M	Buy	15,031 +146	+1%	+$24.8K	0.61%	50
2022 Q1	$3M	Buy	14,885 +1,366	+10%	+$267K	0.69%	48
2021 Q4	$3.01M	Buy	13,519 +445	+3%	+$92.1K	0.68%	45
2021 Q3	$2.5M	Buy	13,074 +56	+0.4%	+$11.1K	0.63%	47
2021 Q2	$2.37M	Sell	13,018 -36	-0.3%	-$6.44K	0.62%	47
2021 Q1	$2.15M	Buy	13,054 +620	+5%	+$103K	0.63%	47
2020 Q4	$2.22M	Sell	12,434 -66	-0.5%	-$10.9K	0.7%	45
2020 Q3	$2M	Buy	12,500 +361	+3%	+$60.3K	0.7%	44
2020 Q2	$1.97M	Buy	12,139 +954	+9%	+$146K	0.81%	43
2020 Q1	$1.53M	Buy	11,185 +1,980	+22%	+$310K	0.8%	41
2019 Q4	$1.49M	Buy	9,205 +473	+5%	+$74.6K	0.66%	45
2019 Q3	$1.34M	Buy	+8,732	New	+$1.29M	0.63%	45