Charles Schwab’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 | $435K | Buy |
+46,415
| New | +$435K | ﹤0.01% | 3183 |
|
|
2024
Q2 | – | Sell |
-39,250
| Closed | -$282K | – | 3676 |
|
|
2024
Q1 | $282K | Hold |
39,250
| – | – | ﹤0.01% | 3186 |
|
|
2023
Q4 | $320K | Hold |
39,250
| – | – | ﹤0.01% | 3207 |
|
|
2023
Q3 | $279K | Buy |
39,250
+1
| +0% | +$7 | ﹤0.01% | 3229 |
|
|
2023
Q2 | $301K | Buy |
+39,249
| New | +$301K | ﹤0.01% | 3226 |
|
|
2021
Q2 | – | Sell |
-33,894
| Closed | -$249K | – | 3529 |
|
|
2021
Q1 | $249K | Buy |
33,894
+7,776
| +30% | +$57.1K | ﹤0.01% | 3286 |
|
|
2020
Q4 | $171K | Hold |
26,118
| – | – | ﹤0.01% | 3272 |
|
|
2020
Q3 | $131K | Buy |
26,118
+1
| +0% | +$5 | ﹤0.01% | 3231 |
|
|
2020
Q2 | $135K | Buy |
+26,117
| New | +$135K | ﹤0.01% | 3219 |
|