Bank of New York Mellon’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
+34,980
| New | +$328K | ﹤0.01% | 3728 |
|
|
2024
Q2 | – | Sell |
-39,515
| Closed | -$284K | – | 4240 |
|
|
2024
Q1 | $284K | Sell |
39,515
-5,175
| -12% | -$37.1K | ﹤0.01% | 3791 |
|
|
2023
Q4 | $365K | Hold |
44,690
| – | – | ﹤0.01% | 3713 |
|
|
2023
Q3 | $318K | Buy |
44,690
+624
| +1% | +$4.44K | ﹤0.01% | 3773 |
|
|
2023
Q2 | $338K | Buy |
+44,066
| New | +$338K | ﹤0.01% | 3770 |
|
|
2021
Q2 | – | Sell |
-43,571
| Closed | -$319K | – | 4455 |
|
|
2021
Q1 | $319K | Buy |
43,571
+2,638
| +6% | +$19.3K | ﹤0.01% | 3878 |
|
|
2020
Q4 | $268K | Sell |
40,933
-965
| -2% | -$6.32K | ﹤0.01% | 3872 |
|
|
2020
Q3 | $210K | Sell |
41,898
-13,437
| -24% | -$67.3K | ﹤0.01% | 3833 |
|
|
2020
Q2 | $285K | Buy |
55,335
+32,902
| +147% | +$169K | ﹤0.01% | 3703 |
|
|
2020
Q1 | $73K | Buy |
22,433
+1
| +0% | +$3 | ﹤0.01% | 3910 |
|
|
2019
Q4 | $96K | Hold |
22,432
| – | – | ﹤0.01% | 4024 |
|
|
2019
Q3 | $80K | Buy |
22,432
+3
| +0% | +$11 | ﹤0.01% | 4049 |
|
|
2019
Q2 | $82K | Hold |
22,429
| – | – | ﹤0.01% | 4049 |
|
|
2019
Q1 | $77K | Sell |
22,429
-705
| -3% | -$2.42K | ﹤0.01% | 4033 |
|
|
2018
Q4 | $83K | Hold |
23,134
| – | – | ﹤0.01% | 3984 |
|
|
2018
Q3 | $83K | Hold |
23,134
| – | – | ﹤0.01% | 4054 |
|
|
2018
Q2 | $83K | Hold |
23,134
| – | – | ﹤0.01% | 4019 |
|
|
2018
Q1 | $83K | Hold |
23,134
| – | – | ﹤0.01% | 4081 |
|
|
2017
Q4 | $80K | Hold |
23,134
| – | – | ﹤0.01% | 4118 |
|
|
2017
Q3 | $78K | Hold |
23,134
| – | – | ﹤0.01% | 4039 |
|
|
2017
Q2 | $97K | Hold |
23,134
| – | – | ﹤0.01% | 4034 |
|
|
2017
Q1 | $104K | Buy |
23,134
+1
| +0% | +$4 | ﹤0.01% | 4018 |
|
|
2016
Q4 | $95K | Sell |
23,133
-1,530
| -6% | -$6.28K | ﹤0.01% | 4033 |
|
|
2016
Q3 | $91K | Sell |
24,663
-4,387
| -15% | -$16.2K | ﹤0.01% | 4064 |
|
|
2016
Q2 | $89K | Hold |
29,050
| – | – | ﹤0.01% | 4080 |
|
|
2016
Q1 | $93K | Hold |
29,050
| – | – | ﹤0.01% | 3972 |
|
|
2015
Q4 | $114K | Hold |
29,050
| – | – | ﹤0.01% | 4002 |
|
|
2015
Q3 | $117K | Hold |
29,050
| – | – | ﹤0.01% | 4018 |
|
|
2015
Q2 | $117K | Buy |
29,050
+3,647
| +14% | +$14.7K | ﹤0.01% | 4008 |
|
|
2015
Q1 | $81K | Buy |
25,403
+1
| +0% | +$3 | ﹤0.01% | 4079 |
|
|
2014
Q4 | $83K | Hold |
25,402
| – | – | ﹤0.01% | 4072 |
|
|
2014
Q3 | $72K | Hold |
25,402
| – | – | ﹤0.01% | 4113 |
|
|
2014
Q2 | $62K | Buy |
25,402
+497
| +2% | +$1.21K | ﹤0.01% | 4055 |
|
|
2014
Q1 | $58K | Buy |
24,905
+1
| +0% | +$2 | ﹤0.01% | 4029 |
|
|
2013
Q4 | $65K | Hold |
24,904
| – | – | ﹤0.01% | 4014 |
|
|
2013
Q3 | $82K | Hold |
24,904
| – | – | ﹤0.01% | 3937 |
|
|
2013
Q2 | $80K | Buy |
+24,904
| New | +$80K | ﹤0.01% | 3936 |
|