Concord Wealth Partners’s Fidelity National Financial FNF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-102
Closed -$6.66K 880
2025
Q1
$6.66K Sell
102
-5,781
-98% -$377K ﹤0.01% 548
2024
Q4
$330K Sell
5,883
-1,077
-15% -$60.5K 0.05% 166
2024
Q3
$432K Buy
6,960
+135
+2% +$8.38K 0.07% 148
2024
Q2
$337K Buy
6,825
+157
+2% +$7.76K 0.06% 157
2024
Q1
$354K Buy
6,668
+945
+17% +$50.2K 0.06% 164
2023
Q4
$292K Sell
5,723
-760
-12% -$38.8K 0.06% 164
2023
Q3
$268K Buy
6,483
+6,287
+3,208% +$260K 0.06% 167
2023
Q2
$7.05K Buy
196
+195
+19,500% +$7.02K ﹤0.01% 653
2023
Q1
$31 Sell
1
-1,504
-100% -$46.6K ﹤0.01% 979
2022
Q4
$56.6K Buy
+1,505
New +$56.6K 0.02% 355
2022
Q3
Sell
-829
Closed -$29K 509
2022
Q2
$29K Buy
829
+165
+25% +$5.77K 0.01% 458
2022
Q1
$31K Buy
664
+158
+31% +$7.38K 0.01% 530
2021
Q4
$25K Buy
506
+440
+667% +$21.7K 0.01% 594
2021
Q3
$3K Sell
66
-468
-88% -$21.3K ﹤0.01% 680
2021
Q2
$22K Buy
534
+35
+7% +$1.44K 0.01% 483
2021
Q1
$20K Buy
+499
New +$20K 0.01% 475