Security National Bank Purchases and Sells in Q4 2024

Security National Bank

$693 Million
Q4 2024

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	86.4K + 77.47%	$57.53 - $60.83 $4.97M - $5.26M	198K $11.4M
NOW	2.54K + 136.77%	$867.18 - $1148.42 $2.21M - $2.92M	4.4K $4.67M
BRK-A	3 + 6.0%	$664750.0 - $724132.5 $1.99M - $2.17M	53 $36.1M
TRMB	634 + 0.96%	$60.21 - $75.4 $38.2K - $47.8K	66.4K $4.69M
PANW	36.9K + 93.87%	$181.96 - $405.9 $6.71M - $15M	76.2K $13.9M
IJR	2.28K + 49.12%	$113.92 - $127.38 $260K - $290K	6.92K $797K

New Holdings

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	6.99K New	$47.57 - $52.44 $333K - $367K	6.99K $334K
HBAN	13K New	$14.18 - $18.2 $185K - $237K	13K $211K
BSX	2.12K New	$83.62 - $91.5 $178K - $194K	2.12K $189K
VWO	3.7K New	$44.04 - $49.49 $163K - $183K	3.7K $162K
IWB	492 New	$311.11 - $335.64 $153K - $165K	492 $158K
S	6.93K New	$22.05 - $28.68 $153K - $199K	6.93K $153K

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-24K - 8.79%	$570.51 - $610.59 $13.7M - $14.6M	249K $146M
CTRA	-207K - 98.97%	$22.71 - $27.63 $4.71M - $5.73M	2.15K $54K
IWR	-24.5K - 7.13%	$87.25 - $95.52 $2.14M - $2.34M	319K $28.2M
ZTS	-299 - 0.62%	$162.24 - $194.42 $48.5K - $58.1K	47.9K $7.8M
LMT	-280 - 1.97%	$479.66 - $614.62 $134K - $172K	13.9K $6.77M
ASML	-124 - 1.24%	$658.43 - $872.27 $81.6K - $108K	9.9K $6.86M

Activity Summary All Purchases 95 New Holdings 49 Increased Positions 46 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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