Security National Bank’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
9,912
-19
| -0.2% | -$1.98K | 0.18% | 69 |
|
|
2025
Q1 | $1.08M | Sell |
9,931
-81
| -0.8% | -$8.83K | 0.2% | 65 |
|
|
2024
Q4 | $942K | Buy |
10,012
+268
| +3% | +$25.2K | 0.13% | 68 |
|
|
2024
Q3 | $937K | Buy |
+9,744
| New | +$937K | 0.13% | 70 |
|
|
2019
Q1 | – | Sell |
-23,186
| Closed | -$1.61M | – | 75 |
|
|
2018
Q4 | $1.61M | Buy |
23,186
+526
| +2% | +$36.4K | 1% | 40 |
|
|
2018
Q3 | $1.51M | Buy |
22,660
+658
| +3% | +$43.9K | 0.84% | 43 |
|
|
2018
Q2 | $1.42M | Buy |
22,002
+397
| +2% | +$25.7K | 0.9% | 41 |
|
|
2018
Q1 | $1.35M | Buy |
21,605
+706
| +3% | +$44.2K | 0.91% | 42 |
|
|
2017
Q4 | $1.39M | Buy |
20,899
+36
| +0.2% | +$2.39K | 0.9% | 41 |
|
|
2017
Q3 | $1.31M | Buy |
20,863
+38
| +0.2% | +$2.39K | 0.9% | 42 |
|
|
2017
Q2 | $1.28M | Buy |
20,825
+905
| +5% | +$55.6K | 0.93% | 42 |
|
|
2017
Q1 | $1.21M | Buy |
+19,920
| New | +$1.21M | 0.9% | 42 |
|