Security National Trust’s Fulton Financial FULT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $327K | Hold |
20,730
| – | – | 0.08% | 134 |
|
|
2021
Q2 | $327K | Buy |
20,730
+1,800
| +10% | +$30.7K | 0.07% | 139 |
|
|
2021
Q1 | $322K | Sell |
18,930
-2,085
| -10% | -$32.3K | 0.08% | 134 |
|
|
2020
Q4 | $267K | Hold |
21,015
| – | – | 0.07% | 139 |
|
|
2020
Q3 | $196K | Hold |
21,015
| – | – | 0.06% | 156 |
|
|
2020
Q2 | $221K | Hold |
21,015
| – | – | 0.07% | 144 |
|
|
2020
Q1 | $242K | Sell |
21,015
-6,175
| -23% | -$94.8K | 0.09% | 127 |
|
|
2019
Q4 | $474K | Sell |
27,190
-2,141
| -7% | -$36.4K | 0.14% | 110 |
|
|
2019
Q3 | $475K | Sell |
29,331
-3,615
| -11% | -$58.8K | 0.15% | 107 |
|
|
2019
Q2 | $539K | Sell |
32,946
-941
| -3% | -$15.5K | 0.17% | 101 |
|
|
2019
Q1 | $524K | Sell |
33,887
-11,979
| -26% | -$196K | 0.17% | 100 |
|
|
2018
Q4 | $710K | Sell |
45,866
-35,230
| -43% | -$573K | 0.26% | 89 |
|
|
2018
Q3 | $1.35M | Sell |
81,096
-743
| -0.9% | -$13K | 0.42% | 68 |
|
|
2018
Q2 | $1.35M | Sell |
81,839
-2,900
| -3% | -$50.3K | 0.45% | 67 |
|
|
2018
Q1 | $1.5M | Sell |
84,739
-2,257
| -3% | -$41.6K | 0.5% | 64 |
|
|
2017
Q4 | $1.56M | Sell |
86,996
-400
| -0.5% | -$7.35K | 0.5% | 63 |
|
|
2017
Q3 | $1.64M | Hold |
87,396
| – | – | 0.54% | 63 |
|
|
2017
Q2 | $1.66M | Sell |
87,396
-2,550
| -3% | -$46.4K | 0.56% | 59 |
|
|
2017
Q1 | $1.6M | Buy |
89,946
+25,750
| +40% | +$477K | 0.54% | 61 |
|
|
2016
Q4 | $1.21M | Sell |
64,196
-7,272
| -10% | -$122K | 0.43% | 67 |
|
|
2016
Q3 | $1.04M | Hold |
71,468
| – | – | 0.38% | 69 |
|
|
2016
Q2 | $965K | Hold |
71,468
| – | – | 0.36% | 75 |
|
|
2016
Q1 | $956K | Hold |
71,468
| – | – | 0.36% | 73 |
|
|
2015
Q4 | $930K | Hold |
71,468
| – | – | 0.37% | 74 |
|
|
2015
Q3 | $865K | Hold |
71,468
| – | – | 0.34% | 72 |
|
|
2015
Q2 | $934K | Hold |
71,468
| – | – | 0.34% | 74 |
|
|
2015
Q1 | $882K | Sell |
71,468
-225
| -0.3% | -$2.69K | 0.31% | 78 |
|
|
2014
Q4 | $886K | Sell |
71,693
-1,807
| -2% | -$21.3K | 0.32% | 74 |
|
|
2014
Q3 | $814K | Sell |
73,500
-11,016
| -13% | -$128K | 0.33% | 74 |
|
|
2014
Q2 | $1.05M | Sell |
84,516
-5,500
| -6% | -$67.2K | 0.41% | 64 |
|
|
2014
Q1 | $1.13M | Buy |
90,016
+4,111
| +5% | +$51.8K | 0.46% | 59 |
|
|
2013
Q4 | $1.12M | Sell |
85,905
-2,275
| -3% | -$28.4K | 0.47% | 59 |
|
|
2013
Q3 | $1.03M | Buy |
88,180
+17,954
| +26% | +$219K | 0.46% | 61 |
|
|
2013
Q2 | $806K | Buy |
+70,226
| New | +$795K | 0.39% | 66 |
|
Other funds holding FULT
FB
Security National Trust's FULT Position: Q3 2021 in Review
Security National Trust held its Fulton Financial (FULT) position steady in Q3 2021 at 20,730 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #134.
Security National Trust first reported a position in FULT in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.66M in Q2 2017. 255 funds tracked by Wall St. Rank hold FULT as of Q3 2021.
- Security National Trust held 20,730 shares of Fulton Financial worth $327K as of Q3 2021.
- Security National Trust left its Fulton Financial share count unchanged in Q3 2021.
- Fulton Financial made up 0.08% of Security National Trust's portfolio in Q3 2021, its #134 holding.
- Security National Trust first reported a position in Fulton Financial in Q2 2013 and has held it in 34 quarters since.
- Security National Trust's Fulton Financial position peaked at $1.66M in Q2 2017.
- 255 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2021.
Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.