Farther Finance 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 | $59.9K | Hold |
6,382
| – | – | ﹤0.01% | 2040 |
|
|
2025
Q1 | $68.1K | Hold |
6,382
| – | – | ﹤0.01% | 1733 |
|
|
2024
Q4 | $73.1K | Buy |
+6,382
| New | +$73.1K | ﹤0.01% | 1462 |
|
|
2024
Q1 | – | Sell |
-22
| Closed | -$180 | – | 3724 |
|
|
2023
Q4 | $180 | Buy |
+22
| New | +$180 | ﹤0.01% | 3240 |
|
|
2023
Q2 | – | Sell |
-23,802
| Closed | -$128K | – | 2566 |
|
|
2023
Q1 | $128K | Sell |
23,802
-31,413
| -57% | -$169K | 0.04% | 346 |
|
|
2022
Q4 | $348K | Buy |
+55,215
| New | +$348K | 0.13% | 153 |
|