Security National Bank’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.09K | Hold |
100
| – | – | ﹤0.01% | 283 |
|
|
2025
Q1 | $9.37K | Hold |
100
| – | – | ﹤0.01% | 286 |
|
|
2024
Q4 | $9.09K | Hold |
100
| – | – | ﹤0.01% | 284 |
|
|
2024
Q3 | $10.4K | Hold |
100
| – | – | ﹤0.01% | 255 |
|
|
2024
Q2 | $9.7K | Hold |
100
| – | – | ﹤0.01% | 254 |
|
|
2024
Q1 | $9.01K | Hold |
100
| – | – | ﹤0.01% | 247 |
|
|
2023
Q4 | $7.97K | Buy |
+100
| New | +$7.97K | ﹤0.01% | 261 |
|
|
2021
Q3 | – | Sell |
-5,651
| Closed | -$460K | – | 104 |
|
|
2021
Q2 | $460K | Hold |
5,651
| – | – | 0.12% | 67 |
|
|
2021
Q1 | $445K | Sell |
5,651
-33,388
| -86% | -$2.63M | 0.13% | 66 |
|
|
2020
Q4 | $3.34M | Sell |
39,039
-157
| -0.4% | -$13.4K | 1.06% | 37 |
|
|
2020
Q3 | $3.02M | Buy |
39,196
+1,133
| +3% | +$87.4K | 1.05% | 37 |
|
|
2020
Q2 | $2.79M | Buy |
38,063
+2,350
| +7% | +$172K | 1.15% | 36 |
|
|
2020
Q1 | $2.37M | Buy |
35,713
+294
| +0.8% | +$19.5K | 1.24% | 33 |
|
|
2019
Q4 | $2.44M | Buy |
35,419
+1,308
| +4% | +$90K | 1.09% | 38 |
|
|
2019
Q3 | $2.51M | Buy |
34,111
+2,218
| +7% | +$163K | 1.18% | 40 |
|
|
2019
Q2 | $2.29M | Buy |
31,893
+1,304
| +4% | +$93.5K | 1.13% | 39 |
|
|
2019
Q1 | $2.1M | Buy |
30,589
+4,602
| +18% | +$315K | 1.09% | 40 |
|
|
2018
Q4 | $1.55M | Buy |
25,987
+1,542
| +6% | +$91.8K | 0.96% | 41 |
|
|
2018
Q3 | $1.64M | Buy |
24,445
+1,131
| +5% | +$75.7K | 0.91% | 41 |
|
|
2018
Q2 | $1.51M | Buy |
23,314
+235
| +1% | +$15.2K | 0.96% | 40 |
|
|
2018
Q1 | $1.66M | Sell |
23,079
-3,222
| -12% | -$231K | 1.11% | 38 |
|
|
2017
Q4 | $1.98M | Buy |
26,301
+2,432
| +10% | +$183K | 1.29% | 35 |
|
|
2017
Q3 | $1.74M | Buy |
23,869
+84
| +0.4% | +$6.12K | 1.19% | 37 |
|
|
2017
Q2 | $1.76M | Buy |
23,785
+799
| +3% | +$59.2K | 1.28% | 34 |
|
|
2017
Q1 | $1.68M | Buy |
+22,986
| New | +$1.68M | 1.26% | 32 |
|