Security National Bank’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-100
| Closed | -$15.2K | – | 322 |
|
|
2024
Q3 | $15.2K | Buy |
+100
| New | +$15.2K | ﹤0.01% | 244 |
|
|
2022
Q1 | – | Sell |
-1,352
| Closed | -$272K | – | 108 |
|
|
2021
Q4 | $272K | Buy |
+1,352
| New | +$272K | 0.06% | 91 |
|
|
2021
Q3 | – | Sell |
-950
| Closed | -$228K | – | 102 |
|
|
2021
Q2 | $228K | Hold |
950
| – | – | 0.06% | 92 |
|
|
2021
Q1 | $242K | Buy |
+950
| New | +$242K | 0.07% | 84 |
|
|
2020
Q1 | – | Sell |
-12,378
| Closed | -$4.03M | – | 68 |
|
|
2019
Q4 | $4.03M | Buy |
12,378
+269
| +2% | +$87.6K | 1.8% | 25 |
|
|
2019
Q3 | $4.61M | Buy |
12,109
+617
| +5% | +$235K | 2.17% | 18 |
|
|
2019
Q2 | $4.18M | Buy |
11,492
+437
| +4% | +$159K | 2.07% | 18 |
|
|
2019
Q1 | $4.22M | Buy |
11,055
+4,520
| +69% | +$1.72M | 2.19% | 17 |
|
|
2018
Q4 | $2.11M | Buy |
6,535
+224
| +4% | +$72.3K | 1.31% | 33 |
|
|
2018
Q3 | $2.35M | Buy |
6,311
+4,736
| +301% | +$1.76M | 1.3% | 31 |
|
|
2018
Q2 | $528K | Hold |
1,575
| – | – | 0.34% | 49 |
|
|
2018
Q1 | $516K | Sell |
1,575
-25
| -2% | -$8.19K | 0.35% | 50 |
|
|
2017
Q4 | $472K | Hold |
1,600
| – | – | 0.31% | 49 |
|
|
2017
Q3 | $407K | Hold |
1,600
| – | – | 0.28% | 52 |
|
|
2017
Q2 | $317K | Hold |
1,600
| – | – | 0.23% | 54 |
|
|
2017
Q1 | $283K | Buy |
+1,600
| New | +$283K | 0.21% | 55 |
|