EP Wealth Advisors’s Service Corp International SCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,179
| Closed | -$255K | – | 1466 |
|
|
2025
Q1 | $255K | Sell |
3,179
-465
| -13% | -$37.3K | ﹤0.01% | 1007 |
|
|
2024
Q4 | $291K | Buy |
3,644
+465
| +15% | +$37.1K | ﹤0.01% | 885 |
|
|
2024
Q3 | $251K | Buy |
+3,179
| New | +$251K | ﹤0.01% | 935 |
|
|
2023
Q2 | – | Sell |
-95,467
| Closed | -$4.62M | – | 718 |
|
|
2023
Q1 | $4.62M | Buy |
+95,467
| New | +$4.62M | 0.08% | 144 |
|