Security National Bank’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
3,269
| – | – | 0.05% | 106 |
|
|
2025
Q1 | $304K | Hold |
3,269
| – | – | 0.06% | 102 |
|
|
2024
Q4 | $307K | Hold |
3,269
| – | – | 0.04% | 94 |
|
|
2024
Q3 | $299K | Buy |
3,269
+2,669
| +445% | +$244K | 0.04% | 98 |
|
|
2024
Q2 | $44.8K | Hold |
600
| – | – | 0.01% | 200 |
|
|
2024
Q1 | $47.2K | Hold |
600
| – | – | 0.01% | 196 |
|
|
2023
Q4 | $43.4K | Buy |
+600
| New | +$43.4K | 0.01% | 206 |
|