Hillsdale Investment Management’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 | – | Sell |
-22,680
| Closed | -$261K | – | 704 |
|
|
2025
Q1 | $261K | Buy |
22,680
+2,100
| +10% | +$24.2K | 0.01% | 401 |
|
|
2024
Q4 | $236K | Buy |
+20,580
| New | +$236K | 0.01% | 398 |
|
|
2024
Q2 | – | Sell |
-24,586
| Closed | -$176K | – | 689 |
|
|
2024
Q1 | $176K | Buy |
24,586
+7,718
| +46% | +$55.4K | 0.01% | 386 |
|
|
2023
Q4 | $138K | Buy |
+16,868
| New | +$138K | 0.01% | 397 |
|