CWS
Confluence Wealth Services’s Fidelity National Financial FNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
25,130
+267
| +1% | +$15K | 0.08% | 134 |
|
|
2025
Q1 | $1.54M | Buy |
24,863
+872
| +4% | +$54.1K | 0.1% | 106 |
|
|
2024
Q4 | $1.38M | Buy |
23,991
+1,747
| +8% | +$101K | 0.09% | 113 |
|
|
2024
Q3 | $1.38M | Sell |
22,244
-2,658
| -11% | -$165K | 0.1% | 108 |
|
|
2024
Q2 | $1.23M | Buy |
24,902
+5,386
| +28% | +$266K | 0.1% | 123 |
|
|
2024
Q1 | $1.04M | Buy |
19,516
+3,013
| +18% | +$160K | 0.09% | 123 |
|
|
2023
Q4 | $842K | Buy |
16,503
+2,248
| +16% | +$115K | 0.09% | 131 |
|
|
2023
Q3 | $589K | Buy |
14,255
+2,208
| +18% | +$91.2K | 0.12% | 133 |
|
|
2023
Q2 | $434K | Buy |
12,047
+5,064
| +73% | +$182K | 0.09% | 170 |
|
|
2023
Q1 | $244K | Buy |
+6,983
| New | +$244K | 0.06% | 228 |
|
|
2022
Q1 | – | Sell |
-317
| Closed | -$16K | – | 562 |
|
|
2021
Q4 | $16K | Buy |
+317
| New | +$16K | 0.01% | 787 |
|