Security National Bank’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.6K | Buy |
1,834
+145
| +9% | +$3.84K | 0.01% | 217 |
|
|
2025
Q1 | $59K | Buy |
1,689
+68
| +4% | +$2.38K | 0.01% | 206 |
|
|
2024
Q4 | $65.1K | Hold |
1,621
| – | – | 0.01% | 191 |
|
|
2024
Q3 | $88.6K | Hold |
1,621
| – | – | 0.01% | 158 |
|
|
2024
Q2 | $86K | Hold |
1,621
| – | – | 0.01% | 154 |
|
|
2024
Q1 | $93.9K | Sell |
1,621
-597
| -27% | -$34.6K | 0.01% | 150 |
|
|
2023
Q4 | $122K | Sell |
2,218
-68,925
| -97% | -$3.78M | 0.03% | 131 |
|
|
2023
Q3 | $3.62M | Sell |
71,143
-11,469
| -14% | -$584K | 1.02% | 37 |
|
|
2023
Q2 | $4.4M | Sell |
82,612
-7,698
| -9% | -$410K | 1.12% | 35 |
|
|
2023
Q1 | $4.95M | Sell |
90,310
-2,616
| -3% | -$143K | 1.32% | 30 |
|
|
2022
Q4 | $4.68M | Sell |
92,926
-1,713
| -2% | -$86.3K | 1.26% | 34 |
|
|
2022
Q3 | $4.16M | Buy |
94,639
+1,582
| +2% | +$69.5K | 1.16% | 34 |
|
|
2022
Q2 | $4.8M | Buy |
93,057
+2,466
| +3% | +$127K | 1.34% | 31 |
|
|
2022
Q1 | $5.77M | Buy |
90,591
+28,112
| +45% | +$1.79M | 1.32% | 32 |
|
|
2021
Q4 | $3.54M | Sell |
62,479
-27,175
| -30% | -$1.54M | 0.8% | 44 |
|
|
2021
Q3 | $5.16M | Buy |
89,654
+6,013
| +7% | +$346K | 1.29% | 35 |
|
|
2021
Q2 | $5.29M | Buy |
83,641
+3,565
| +4% | +$226K | 1.39% | 30 |
|
|
2021
Q1 | $5.12M | Buy |
+80,076
| New | +$5.12M | 1.51% | 30 |
|