Charles Schwab’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $402K | Hold |
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|
2025
Q2 | $435K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $282K | Hold |
|
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|
2023
Q4 | $320K | Hold |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $301K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $249K | Buy |
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|
2020
Q4 | $171K | Hold |
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|
2020
Q3 | $131K | Buy |
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|
2020
Q2 | $135K | Buy |
|