Barclays’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 | $604K | Buy |
64,378
+24,186
| +60% | +$227K | ﹤0.01% | 2943 |
|
|
2025
Q1 | $463K | Sell |
40,192
-5,883
| -13% | -$67.8K | ﹤0.01% | 2887 |
|
|
2024
Q4 | $528K | Buy |
46,075
+1,465
| +3% | +$16.8K | ﹤0.01% | 3020 |
|
|
2024
Q3 | $391K | Buy |
44,610
+8,137
| +22% | +$71.3K | ﹤0.01% | 3126 |
|
|
2024
Q2 | $264K | Sell |
36,473
-5,045
| -12% | -$36.5K | ﹤0.01% | 2893 |
|
|
2024
Q1 | $298K | Sell |
41,518
-9,341
| -18% | -$67K | ﹤0.01% | 3130 |
|
|
2023
Q4 | $415K | Buy |
50,859
+16,479
| +48% | +$134K | ﹤0.01% | 3112 |
|
|
2023
Q3 | $245K | Sell |
34,380
-138
| -0.4% | -$983 | ﹤0.01% | 2940 |
|
|
2023
Q2 | $264K | Buy |
34,518
+2,770
| +9% | +$21.2K | ﹤0.01% | 2956 |
|
|
2023
Q1 | $171K | Hold |
31,748
| – | – | ﹤0.01% | 3242 |
|
|
2022
Q4 | $200K | Sell |
31,748
-110
| -0.3% | -$693 | ﹤0.01% | 3095 |
|
|
2022
Q3 | $175K | Buy |
31,858
+1,289
| +4% | +$7.08K | ﹤0.01% | 3160 |
|
|
2022
Q2 | $223K | Sell |
30,569
-3,043
| -9% | -$22.2K | ﹤0.01% | 3069 |
|
|
2022
Q1 | $277K | Hold |
33,612
| – | – | ﹤0.01% | 3133 |
|
|
2021
Q4 | $254K | Sell |
33,612
-1,585
| -5% | -$12K | ﹤0.01% | 2763 |
|
|
2021
Q3 | $239K | Buy |
35,197
+192
| +0.5% | +$1.3K | ﹤0.01% | 2900 |
|
|
2021
Q2 | $240K | Sell |
35,005
-6,187
| -15% | -$42.4K | ﹤0.01% | 2809 |
|
|
2021
Q1 | $301K | Buy |
41,192
+16,519
| +67% | +$121K | ﹤0.01% | 2942 |
|
|
2020
Q4 | $161K | Buy |
24,673
+12,639
| +105% | +$82.5K | ﹤0.01% | 2794 |
|
|
2020
Q3 | $60K | Buy |
12,034
+5,500
| +84% | +$27.4K | ﹤0.01% | 3210 |
|
|
2020
Q2 | $33K | Buy |
+6,534
| New | +$33K | ﹤0.01% | 3491 |
|
|
2019
Q4 | – | Sell |
-361
| Closed | -$1K | – | 4191 |
|
|
2019
Q3 | $1K | Buy |
+361
| New | +$1K | ﹤0.01% | 4058 |
|