IFP Advisors’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24K | Hold |
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|
2025
Q1 | $1.52K | Hold |
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|
2024
Q4 | $1.52K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $14K | Hold |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $10K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $12K | Buy |
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|
2017
Q1 | $9K | Hold |
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|
2016
Q4 | $8K | Hold |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $6K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $8K | Buy |
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