Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-886
| Closed | -$36.6K | – | 575 |
|
|
2023
Q3 | $36.6K | Hold |
886
| – | – | ﹤0.01% | 329 |
|
|
2023
Q2 | $31.9K | Hold |
886
| – | – | ﹤0.01% | 367 |
|
|
2023
Q1 | $30.9K | Sell |
886
-886
| -50% | -$30.9K | ﹤0.01% | 369 |
|
|
2022
Q4 | $66.7K | Sell |
1,772
-71
| -4% | -$2.67K | ﹤0.01% | 289 |
|
|
2022
Q3 | $64.1K | Hold |
1,843
| – | – | ﹤0.01% | 280 |
|
|
2022
Q2 | $65K | Hold |
1,843
| – | – | ﹤0.01% | 302 |
|
|
2022
Q1 | $87K | Hold |
1,843
| – | – | ﹤0.01% | 265 |
|
|
2021
Q4 | $92K | Hold |
1,843
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $80.3K | Hold |
1,843
| – | – | ﹤0.01% | 273 |
|
|
2021
Q2 | $77K | Hold |
1,843
| – | – | ﹤0.01% | 283 |
|
|
2021
Q1 | $72.1K | Hold |
1,843
| – | – | ﹤0.01% | 295 |
|
|
2020
Q4 | $69K | Hold |
1,843
| – | – | ﹤0.01% | 294 |
|
|
2020
Q3 | $55.5K | Hold |
1,843
| – | – | 0.01% | 258 |
|
|
2020
Q2 | $54.3K | Hold |
1,843
| – | – | 0.01% | 250 |
|
|
2020
Q1 | $44.1K | Hold |
1,843
| – | – | 0.01% | 256 |
|
|
2019
Q4 | $80.4K | Buy |
+1,843
| New | +$80.4K | 0.01% | 256 |
|
|
2019
Q2 | – | Sell |
-144
| Closed | -$5.04K | – | 464 |
|
|
2019
Q1 | $5.04K | Hold |
144
| – | – | ﹤0.01% | 387 |
|
|
2018
Q4 | $4K | Hold |
144
| – | – | ﹤0.01% | 344 |
|
|
2018
Q3 | $5K | Buy |
+144
| New | +$5K | ﹤0.01% | 328 |
|