Crestwood Advisors Group’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
$1.64M Sell
29,239
-6
-0% -$336 0.03% 227
2025
Q1
$1.9M Buy
29,245
+11,517
+65% +$750K 0.04% 204
2024
Q4
$995K Buy
+17,728
New +$995K 0.02% 242
2022
Q2
Sell
-4,307
Closed -$202K 273
2022
Q1
$202K Hold
4,307
0.01% 273
2021
Q4
$216K Sell
4,307
-1,232
-22% -$61.8K 0.01% 276
2021
Q3
$241K Hold
5,539
0.01% 244
2021
Q2
$231K Sell
5,539
-76
-1% -$3.17K 0.01% 250
2021
Q1
$220K Sell
5,615
-1,378
-20% -$54K 0.01% 246
2020
Q4
$263K Sell
6,993
-7
-0.1% -$263 0.01% 232
2020
Q3
$211K Sell
7,000
-274
-4% -$8.26K 0.01% 225
2020
Q2
$214K Buy
+7,274
New +$214K 0.01% 218
2020
Q1
Sell
-536,786
Closed -$23.4M 238
2019
Q4
$23.4M Sell
536,786
-1,443
-0.3% -$62.9K 0.93% 43
2019
Q3
$23M Buy
538,229
+10,668
+2% +$456K 1.01% 42
2019
Q2
$20.4M Buy
527,561
+14,853
+3% +$576K 0.93% 43
2019
Q1
$18M Buy
512,708
+12,418
+2% +$436K 1.29% 36
2018
Q4
$15.1M Buy
500,290
+3,377
+0.7% +$102K 1.2% 39
2018
Q3
$18.8M Buy
496,913
+1,542
+0.3% +$58.3K 1.32% 33
2018
Q2
$19M Sell
495,371
-6,187
-1% -$237K 1.38% 30
2018
Q1
$19.3M Sell
501,558
-12,322
-2% -$474K 1.51% 25
2017
Q4
$19.4M Sell
513,880
-181,705
-26% -$6.86M 1.54% 23
2017
Q3
$22.9M Buy
695,585
+2,914
+0.4% +$96K 1.97% 16
2017
Q2
$23.3M Buy
692,671
+4,700
+0.7% +$158K 1.98% 13
2017
Q1
$19.3M Buy
+687,971
New +$19.3M 1.7% 23
2014
Q2
Sell
-516,145
Closed -$9.27M 122
2014
Q1
$9.27M Buy
516,145
+21,714
+4% +$390K 1.51% 29
2013
Q4
$9.16M Buy
494,431
+6,147
+1% +$114K 1.46% 29
2013
Q3
$7.42M Buy
488,284
+37,988
+8% +$577K 1.3% 33
2013
Q2
$6.12M Buy
+450,296
New +$6.12M 1.13% 38