CWS Financial Advisors’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 | $254K | Buy |
+4,525
| New | +$254K | 0.07% | 119 |
|
|
2024
Q1 | – | Sell |
-11,817
| Closed | -$603K | – | 125 |
|
|
2023
Q4 | $603K | Sell |
11,817
-937
| -7% | -$47.8K | 0.23% | 65 |
|
|
2023
Q3 | $527K | Hold |
12,754
| – | – | 0.21% | 73 |
|
|
2023
Q2 | $459K | Sell |
12,754
-114
| -0.9% | -$4.1K | 0.17% | 91 |
|
|
2023
Q1 | $449K | Sell |
12,868
-1,370
| -10% | -$47.9K | 0.18% | 90 |
|
|
2022
Q4 | $579K | Buy |
14,238
+975
| +7% | +$39.6K | 0.25% | 66 |
|
|
2022
Q3 | $462K | Hold |
13,263
| – | – | 0.22% | 78 |
|
|
2022
Q2 | $471K | Sell |
13,263
-1,514
| -10% | -$53.8K | 0.22% | 83 |
|
|
2022
Q1 | $694K | Sell |
14,777
-31
| -0.2% | -$1.46K | 0.26% | 68 |
|
|
2021
Q4 | $743K | Buy |
+14,808
| New | +$743K | 0.26% | 65 |
|
|
2021
Q2 | $619K | Hold |
14,808
| – | – | 0.25% | 68 |
|
|
2021
Q1 | $579K | Hold |
14,808
| – | – | 0.25% | 66 |
|
|
2020
Q4 | $557K | Sell |
14,808
-3,147
| -18% | -$118K | 0.32% | 64 |
|
|
2020
Q3 | $541K | Buy |
17,955
+616
| +4% | +$18.6K | 0.36% | 58 |
|
|
2020
Q2 | $511K | Buy |
17,339
+4,314
| +33% | +$127K | 0.37% | 60 |
|
|
2020
Q1 | $568K | Hold |
13,025
| – | – | 0.42% | 44 |
|
|
2019
Q4 | $568K | Buy |
+13,025
| New | +$568K | 0.41% | 44 |
|