Arete Wealth Advisors’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 | – | Sell |
-3,874
| Closed | -$302K | – | 665 |
|
|
2025
Q4 | $302K | Sell |
3,874
-247
| -6% | -$19.8K | 0.02% | 598 |
|
|
2025
Q3 | $343K | Sell |
4,121
-32
| -0.8% | -$2.55K | 0.02% | 546 |
|
|
2025
Q2 | $338K | Buy |
4,153
+34
| +0.8% | +$2.65K | 0.02% | 522 |
|
|
2025
Q1 | $330K | Buy |
4,119
+993
| +32% | +$78.1K | 0.03% | 498 |
|
|
2024
Q4 | $250K | Buy |
+3,126
| New | +$256K | 0.02% | 616 |
|
|
2024
Q3 | – | Sell |
-2,897
| Closed | -$206K | – | 810 |
|
|
2024
Q2 | $206K | Buy |
+2,897
| New | +$206K | 0.02% | 654 |
|
|
2023
Q2 | – | Sell |
-4,069
| Closed | -$280K | – | 739 |
|
|
2023
Q1 | $280K | Buy |
4,069
+200
| +5% | +$13.8K | 0.02% | 490 |
|
|
2022
Q4 | $268M | Hold |
3,869
| – | – | 0.02% | 487 |
|
|
2022
Q3 | $223K | Buy |
3,869
+1,973
| +104% | +$130K | 0.02% | 492 |
|
|
2022
Q2 | $425K | Buy |
+1,896
| New | +$130K | 0.04% | 274 |
|
|
2022
Q1 | – | Sell |
-3,037
| Closed | -$211K | – | 547 |
|
|
2021
Q4 | $211K | Buy |
+3,037
| New | +$202K | 0.02% | 463 |
|
|
2020
Q2 | – | Sell |
-6,185
| Closed | -$242K | – | 401 |
|
|
2020
Q1 | $242K | Sell |
6,185
-2,290
| -27% | -$107K | 0.05% | 281 |
|
|
2019
Q4 | $390K | Hold |
8,475
| – | – | 0.07% | 264 |
|
|
2019
Q3 | $405K | Hold |
8,475
| – | – | 0.08% | 247 |
|
|
2019
Q2 | $396K | Buy |
8,475
+240
| +3% | +$10.4K | 0.08% | 255 |
|
|
2019
Q1 | $331K | Buy |
8,235
+2,292
| +39% | +$95.7K | 0.07% | 271 |
|
|
2018
Q4 | $239K | Buy |
+5,943
| New | +$258K | 0.06% | 304 |
|
Other funds holding SCI
VPM
VCM
