AE Wealth Management’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Sell |
9,142
-591
| -6% | -$48.1K | 0.01% | 798 |
|
|
2025
Q1 | $781K | Buy |
9,733
+9
| +0.1% | +$722 | 0.01% | 782 |
|
|
2024
Q4 | $776K | Buy |
9,724
+2,574
| +36% | +$205K | 0.01% | 770 |
|
|
2024
Q3 | $564K | Sell |
7,150
-384
| -5% | -$30.3K | 0.01% | 852 |
|
|
2024
Q2 | $536K | Buy |
7,534
+331
| +5% | +$23.5K | 0.01% | 864 |
|
|
2024
Q1 | $535K | Sell |
7,203
-144
| -2% | -$10.7K | 0.01% | 802 |
|
|
2023
Q4 | $509K | Sell |
7,347
-1,573
| -18% | -$109K | ﹤0.01% | 1424 |
|
|
2023
Q3 | $510K | Buy |
8,920
+1,198
| +16% | +$68.5K | ﹤0.01% | 1371 |
|
|
2023
Q2 | $499K | Buy |
7,722
+193
| +3% | +$12.5K | ﹤0.01% | 1398 |
|
|
2023
Q1 | $518K | Buy |
7,529
+521
| +7% | +$35.8K | ﹤0.01% | 1342 |
|
|
2022
Q4 | $485K | Buy |
7,008
+279
| +4% | +$19.3K | ﹤0.01% | 1328 |
|
|
2022
Q3 | $389K | Buy |
6,729
+608
| +10% | +$35.1K | ﹤0.01% | 1367 |
|
|
2022
Q2 | $423K | Buy |
6,121
+106
| +2% | +$7.33K | ﹤0.01% | 1280 |
|
|
2022
Q1 | $396K | Buy |
6,015
+21
| +0.4% | +$1.38K | ﹤0.01% | 1302 |
|
|
2021
Q4 | $426K | Buy |
5,994
+20
| +0.3% | +$1.42K | ﹤0.01% | 1318 |
|
|
2021
Q3 | $360K | Buy |
5,974
+65
| +1% | +$3.92K | ﹤0.01% | 1291 |
|
|
2021
Q2 | $317K | Buy |
5,909
+805
| +16% | +$43.2K | ﹤0.01% | 1322 |
|
|
2021
Q1 | $261K | Hold |
5,104
| – | – | ﹤0.01% | 1306 |
|
|
2020
Q4 | $251K | Sell |
5,104
-16
| -0.3% | -$787 | ﹤0.01% | 1198 |
|
|
2020
Q3 | $216K | Sell |
5,120
-195
| -4% | -$8.23K | ﹤0.01% | 1152 |
|
|
2020
Q2 | $207K | Buy |
5,315
+132
| +3% | +$5.14K | ﹤0.01% | 1140 |
|
|
2020
Q1 | $203K | Sell |
5,183
-536
| -9% | -$21K | ﹤0.01% | 1001 |
|
|
2019
Q4 | $263K | Sell |
5,719
-497
| -8% | -$22.9K | 0.01% | 954 |
|
|
2019
Q3 | $297K | Buy |
6,216
+1,235
| +25% | +$59K | 0.01% | 786 |
|
|
2019
Q2 | $233K | Buy |
+4,981
| New | +$233K | 0.01% | 848 |
|