Heritage Trust’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
Q1 | – | Sell |
-3,814
| Closed | -$214K | – | 307 |
|
|
2024
Q4 | $214K | Buy |
+3,814
| New | +$214K | 0.03% | 288 |
|
|
2024
Q2 | – | Sell |
-3,814
| Closed | -$203K | – | 286 |
|
|
2024
Q1 | $203K | Buy |
+3,814
| New | +$203K | 0.03% | 281 |
|
|
2021
Q3 | – | Sell |
-4,865
| Closed | -$203K | – | 243 |
|
|
2021
Q2 | $203K | Buy |
+4,865
| New | +$203K | 0.03% | 238 |
|
|
2021
Q1 | – | Sell |
-6,320
| Closed | -$238K | – | 234 |
|
|
2020
Q4 | $238K | Buy |
+6,320
| New | +$238K | 0.04% | 206 |
|