Security National Bank’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Hold |
335
| – | – | 0.03% | 128 |
|
|
2025
Q1 | $170K | Hold |
335
| – | – | 0.03% | 129 |
|
|
2024
Q4 | $167K | Hold |
335
| – | – | 0.02% | 125 |
|
|
2024
Q3 | $173K | Hold |
335
| – | – | 0.02% | 119 |
|
|
2024
Q2 | $149K | Hold |
335
| – | – | 0.02% | 121 |
|
|
2024
Q1 | $143K | Hold |
335
| – | – | 0.02% | 120 |
|
|
2023
Q4 | $148K | Buy |
+335
| New | +$148K | 0.03% | 120 |
|