EP Wealth Advisors’s Fidelity National Financial FNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
36,124
-1,164
| -3% | -$65.3K | 0.01% | 414 |
|
|
2025
Q1 | $2.43M | Buy |
37,288
+1,298
| +4% | +$84.5K | 0.02% | 332 |
|
|
2024
Q4 | $2.02M | Buy |
35,990
+952
| +3% | +$53.4K | 0.02% | 358 |
|
|
2024
Q3 | $2.17M | Buy |
+35,038
| New | +$2.17M | 0.02% | 347 |
|
|
2024
Q2 | – | Sell |
-5,450
| Closed | -$289K | – | 867 |
|
|
2024
Q1 | $289K | Buy |
5,450
+1,133
| +26% | +$60.2K | ﹤0.01% | 637 |
|
|
2023
Q4 | $220K | Buy |
+4,317
| New | +$220K | ﹤0.01% | 692 |
|