EP Wealth Advisors’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Hold |
63,866
| – | – | ﹤0.01% | 717 |
|
|
2025
Q1 | $736K | Hold |
63,866
| – | – | 0.01% | 577 |
|
|
2024
Q4 | $732K | Hold |
63,866
| – | – | 0.01% | 581 |
|
|
2024
Q3 | $560K | Sell |
63,866
-1
| -0% | -$9 | ﹤0.01% | 655 |
|
|
2024
Q2 | $463K | Hold |
63,867
| – | – | ﹤0.01% | 553 |
|
|
2024
Q1 | $458K | Hold |
63,867
| – | – | 0.01% | 527 |
|
|
2023
Q4 | $521K | Buy |
+63,867
| New | +$521K | 0.01% | 480 |
|