Carlson Capital’s Security National Financial SNFCA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-213,000	Closed	-$1.7M	–	73
2024 Q2	$1.7M	Sell	213,000 -7,048	-3%	-$56.3K	0.27%	78
2024 Q1	$1.74M	Buy	220,048 +8,747	+4%	+$69.2K	0.14%	95
2023 Q4	$1.9M	Sell	211,301 -51,949	-20%	-$468K	0.15%	95
2023 Q3	$2.06M	Sell	263,250 -6,750	-3%	-$52.9K	0.16%	101
2023 Q2	$2.39M	Sell	270,000 -40,000	-13%	-$355K	0.21%	96
2023 Q1	$1.93M	Buy	310,000 +32,023	+12%	+$200K	0.18%	90
2022 Q4	$2.03M	Buy	277,977 +54,658	+24%	+$399K	0.15%	95
2022 Q3	$1.42M	Buy	223,319 +45,000	+25%	+$286K	0.11%	98
2022 Q2	$1.51M	Buy	178,319 +48,319	+37%	+$409K	0.1%	105
2022 Q1	$1.3M	Sell	130,000 -69,233	-35%	-$692K	0.09%	137
2021 Q4	$1.83M	Sell	199,233 -20,767	-9%	-$191K	0.11%	121
2021 Q3	$1.81M	Sell	220,000 -5,000	-2%	-$41.2K	0.1%	135
2021 Q2	$1.97M	Buy	+225,000	New	+$1.97M	0.09%	130