Fidelity Investments’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 | $3.42K | Sell |
364
-102
| -22% | -$958 | ﹤0.01% | 4775 |
|
|
2025
Q1 | $5.37K | Sell |
466
-147
| -24% | -$1.7K | ﹤0.01% | 4678 |
|
|
2024
Q4 | $7.03K | Buy |
613
+96
| +19% | +$1.1K | ﹤0.01% | 4570 |
|
|
2024
Q3 | $4.53K | Buy |
517
+16
| +3% | +$140 | ﹤0.01% | 4642 |
|
|
2024
Q2 | $3.63K | Sell |
501
-45
| -8% | -$326 | ﹤0.01% | 4621 |
|
|
2024
Q1 | $3.92K | Buy |
546
+85
| +18% | +$609 | ﹤0.01% | 4574 |
|
|
2023
Q4 | $3.76K | Buy |
461
+417
| +948% | +$3.4K | ﹤0.01% | 4523 |
|
|
2023
Q3 | $314 | Buy |
44
+38
| +633% | +$271 | ﹤0.01% | 4755 |
|
|
2023
Q2 | $44 | Buy |
+6
| New | +$44 | ﹤0.01% | 5038 |
|
|
2020
Q3 | – | Sell |
-289
| Closed | -$1K | – | 3965 |
|
|
2020
Q2 | $1K | Hold |
289
| – | – | ﹤0.01% | 3498 |
|
|
2020
Q1 | $1K | Buy |
289
+1
| +0.3% | +$3 | ﹤0.01% | 3528 |
|
|
2019
Q4 | $1K | Hold |
288
| – | – | ﹤0.01% | 3686 |
|
|
2019
Q3 | $1K | Hold |
288
| – | – | ﹤0.01% | 3678 |
|
|
2019
Q2 | $1K | Hold |
288
| – | – | ﹤0.01% | 3640 |
|
|
2019
Q1 | $1K | Hold |
288
| – | – | ﹤0.01% | 3512 |
|
|
2018
Q4 | $1K | Hold |
288
| – | – | ﹤0.01% | 3422 |
|
|
2018
Q3 | $1K | Buy |
+288
| New | +$1K | ﹤0.01% | 3454 |
|