AE Wealth Management’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.13M | Buy |
37,881
+31,739
| +517% | +$2.56M | 0.02% | 526 |
|
|
2025
Q4 | $479K | Buy |
6,142
+770
| +14% | +$61.6K | ﹤0.01% | 1070 |
|
|
2025
Q3 | $447K | Sell |
5,372
-3,770
| -41% | -$301K | ﹤0.01% | 1018 |
|
|
2025
Q2 | $744K | Sell |
9,142
-591
| -6% | -$46.1K | 0.01% | 798 |
|
|
2025
Q1 | $781K | Buy |
9,733
+9
| +0.1% | +$708 | 0.01% | 782 |
|
|
2024
Q4 | $776K | Buy |
9,724
+2,574
| +36% | +$211K | 0.01% | 770 |
|
|
2024
Q3 | $564K | Sell |
7,150
-384
| -5% | -$29.2K | 0.01% | 852 |
|
|
2024
Q2 | $536K | Buy |
7,534
+331
| +5% | +$23.5K | 0.01% | 865 |
|
|
2024
Q1 | $535K | Sell |
7,203
-144
| -2% | -$10.2K | 0.01% | 802 |
|
|
2023
Q4 | $509K | Sell |
7,347
-1,573
| -18% | -$94.7K | ﹤0.01% | 1427 |
|
|
2023
Q3 | $510K | Buy |
8,920
+1,198
| +16% | +$75.7K | ﹤0.01% | 1373 |
|
|
2023
Q2 | $499K | Buy |
7,722
+193
| +3% | +$12.9K | ﹤0.01% | 1400 |
|
|
2023
Q1 | $518K | Buy |
7,529
+521
| +7% | +$36K | ﹤0.01% | 1344 |
|
|
2022
Q4 | $485K | Buy |
7,008
+279
| +4% | +$18.6K | ﹤0.01% | 1331 |
|
|
2022
Q3 | $389K | Buy |
6,729
+608
| +10% | +$40.1K | ﹤0.01% | 1370 |
|
|
2022
Q2 | $423K | Buy |
6,121
+106
| +2% | +$7.25K | ﹤0.01% | 1284 |
|
|
2022
Q1 | $396K | Buy |
6,015
+21
| +0.4% | +$1.32K | ﹤0.01% | 1305 |
|
|
2021
Q4 | $426K | Buy |
5,994
+20
| +0.3% | +$1.33K | ﹤0.01% | 1318 |
|
|
2021
Q3 | $360K | Buy |
5,974
+65
| +1% | +$3.96K | ﹤0.01% | 1294 |
|
|
2021
Q2 | $317K | Buy |
5,909
+805
| +16% | +$42.8K | ﹤0.01% | 1325 |
|
|
2021
Q1 | $261K | Hold |
5,104
| – | – | ﹤0.01% | 1309 |
|
|
2020
Q4 | $251K | Sell |
5,104
-16
| -0.3% | -$760 | ﹤0.01% | 1200 |
|
|
2020
Q3 | $216K | Sell |
5,120
-195
| -4% | -$8.32K | ﹤0.01% | 1156 |
|
|
2020
Q2 | $207K | Buy |
5,315
+132
| +3% | +$5.07K | ﹤0.01% | 1144 |
|
|
2020
Q1 | $203K | Sell |
5,183
-536
| -9% | -$24.9K | ﹤0.01% | 1005 |
|
|
2019
Q4 | $263K | Sell |
5,719
-497
| -8% | -$22.4K | 0.01% | 955 |
|
|
2019
Q3 | $297K | Buy |
6,216
+1,235
| +25% | +$58K | 0.01% | 786 |
|
|
2019
Q2 | $233K | Buy |
+4,981
| New | +$215K | 0.01% | 848 |
|
Other funds holding SCI
VPM
VCM
