Forum Financial Management’s Service Corp International SCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,892	Closed	-$225K	–	873
2025 Q4	$225K	Hold	2,892	–	–	﹤0.01%	902
2025 Q3	$241K	Buy	2,892 +1	+0%	+$80	﹤0.01%	860
2025 Q2	$235K	Buy	2,891 +18	+0.6%	+$1.41K	﹤0.01%	808
2025 Q1	$230K	Sell	2,873 -750	-21%	-$59K	﹤0.01%	746
2024 Q4	$289K	Buy	3,623 +2	+0.1%	+$164	﹤0.01%	638
2024 Q3	$286K	Buy	3,621 +3	+0.1%	+$228	﹤0.01%	541
2024 Q2	$257K	Buy	3,618 +3	+0.1%	+$213	﹤0.01%	542
2024 Q1	$268K	Hold	3,615	–	–	﹤0.01%	551
2023 Q4	$247K	Hold	3,615	–	–	﹤0.01%	546
2023 Q3	$207K	Hold	3,615	–	–	﹤0.01%	582
2023 Q2	$233K	Hold	3,615	–	–	0.01%	540
2023 Q1	$249K	Hold	3,615	–	–	0.01%	464
2022 Q4	$250K	Hold	3,615	–	–	0.01%	455
2022 Q3	$209K	Hold	3,615	–	–	0.01%	485
2022 Q2	$250K	Hold	3,615	–	–	0.01%	426
2022 Q1	$237K	Hold	3,615	–	–	0.01%	493
2021 Q4	$257K	Buy	+3,615	New	+$240K	0.01%	489