Security National Bank’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
38,825
+149
| +0.4% | +$52.9K | 2.39% | 9 |
|
|
2025
Q1 | $13.6M | Buy |
38,676
+361
| +0.9% | +$127K | 2.56% | 8 |
|
|
2024
Q4 | $12.1M | Sell |
38,315
-327
| -0.8% | -$103K | 1.73% | 11 |
|
|
2024
Q3 | $10.6M | Buy |
38,642
+149
| +0.4% | +$41K | 1.44% | 15 |
|
|
2024
Q2 | $10.1M | Sell |
38,493
-129
| -0.3% | -$33.9K | 1.47% | 13 |
|
|
2024
Q1 | $10.8M | Buy |
38,622
+340
| +0.9% | +$94.9K | 1.63% | 13 |
|
|
2023
Q4 | $9.97M | Buy |
38,282
+151
| +0.4% | +$39.3K | 2.25% | 10 |
|
|
2023
Q3 | $8.83M | Sell |
38,131
-507
| -1% | -$117K | 2.48% | 9 |
|
|
2023
Q2 | $9.18M | Sell |
38,638
-825
| -2% | -$196K | 2.34% | 10 |
|
|
2023
Q1 | $8.9M | Sell |
39,463
-2,205
| -5% | -$497K | 2.37% | 8 |
|
|
2022
Q4 | $8.66M | Sell |
41,668
-978
| -2% | -$203K | 2.33% | 11 |
|
|
2022
Q3 | $7.58M | Buy |
42,646
+148
| +0.3% | +$26.3K | 2.11% | 15 |
|
|
2022
Q2 | $8.37M | Sell |
42,498
-907
| -2% | -$179K | 2.33% | 12 |
|
|
2022
Q1 | $9.63M | Buy |
43,405
+1,097
| +3% | +$243K | 2.2% | 14 |
|
|
2021
Q4 | $9.17M | Buy |
42,308
+224
| +0.5% | +$48.5K | 2.08% | 14 |
|
|
2021
Q3 | $9.37M | Buy |
42,084
+2,578
| +7% | +$574K | 2.35% | 10 |
|
|
2021
Q2 | $9.24M | Buy |
39,506
+858
| +2% | +$201K | 2.43% | 12 |
|
|
2021
Q1 | $8.18M | Buy |
38,648
+1,194
| +3% | +$253K | 2.41% | 11 |
|
|
2020
Q4 | $8.19M | Sell |
37,454
-29
| -0.1% | -$6.34K | 2.6% | 11 |
|
|
2020
Q3 | $7.5M | Buy |
37,483
+1,394
| +4% | +$279K | 2.61% | 10 |
|
|
2020
Q2 | $6.97M | Buy |
36,089
+1,305
| +4% | +$252K | 2.88% | 9 |
|
|
2020
Q1 | $5.6M | Buy |
34,784
+498
| +1% | +$80.2K | 2.94% | 8 |
|
|
2019
Q4 | $6.44M | Buy |
34,286
+611
| +2% | +$115K | 2.87% | 6 |
|
|
2019
Q3 | $5.79M | Buy |
33,675
+358
| +1% | +$61.6K | 2.73% | 6 |
|
|
2019
Q2 | $5.78M | Sell |
33,317
-92
| -0.3% | -$16K | 2.86% | 6 |
|
|
2019
Q1 | $5.22M | Buy |
33,409
+2,117
| +7% | +$331K | 2.71% | 7 |
|
|
2018
Q4 | $4.13M | Buy |
31,292
+3,239
| +12% | +$427K | 2.58% | 8 |
|
|
2018
Q3 | $4.21M | Buy |
28,053
+602
| +2% | +$90.3K | 2.33% | 10 |
|
|
2018
Q2 | $3.64M | Buy |
27,451
+11,250
| +69% | +$1.49M | 2.31% | 11 |
|
|
2018
Q1 | $1.94M | Sell |
16,201
-1,352
| -8% | -$162K | 1.3% | 35 |
|
|
2017
Q4 | $2M | Sell |
17,553
-170
| -1% | -$19.4K | 1.3% | 33 |
|
|
2017
Q3 | $1.87M | Buy |
17,723
+287
| +2% | +$30.2K | 1.28% | 34 |
|
|
2017
Q2 | $1.64M | Buy |
17,436
+1,819
| +12% | +$171K | 1.19% | 37 |
|
|
2017
Q1 | $1.39M | Buy |
+15,617
| New | +$1.39M | 1.04% | 38 |
|