Heartwood Wealth Advisors’s Fidelity National Financial FNF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Hold |
4,802
| – | – | 0.03% | 157 |
|
|
2025
Q1 | $313K | Hold |
4,802
| – | – | 0.04% | 134 |
|
|
2024
Q4 | $270K | Hold |
4,802
| – | – | 0.03% | 141 |
|
|
2024
Q3 | $298K | Hold |
4,802
| – | – | 0.03% | 134 |
|
|
2024
Q2 | $237K | Hold |
4,802
| – | – | 0.03% | 154 |
|
|
2024
Q1 | $255K | Hold |
4,802
| – | – | 0.03% | 130 |
|
|
2023
Q4 | $245K | Buy |
+4,802
| New | +$245K | 0.03% | 119 |
|