Invesco’s Security National Financial SNFCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Buy |
+12,857
| New | +$127K | ﹤0.01% | 3617 |
|
|
2024
Q2 | – | Sell |
-44,016
| Closed | -$348K | – | 3947 |
|
|
2024
Q1 | $348K | Buy |
44,016
+8,011
| +22% | +$63.4K | ﹤0.01% | 3465 |
|
|
2023
Q4 | $324K | Buy |
+36,005
| New | +$324K | ﹤0.01% | 3399 |
|
|
2016
Q2 | – | Sell |
-20,469
| Closed | -$104K | – | 3687 |
|
|
2016
Q1 | $104K | Sell |
20,469
-1,926
| -9% | -$9.79K | ﹤0.01% | 3640 |
|
|
2015
Q4 | $146K | Sell |
22,395
-3,000
| -12% | -$19.6K | ﹤0.01% | 3618 |
|
|
2015
Q3 | $171K | Buy |
25,395
+2,964
| +13% | +$20K | ﹤0.01% | 3614 |
|
|
2015
Q2 | $151K | Buy |
22,431
+398
| +2% | +$2.68K | ﹤0.01% | 3797 |
|
|
2015
Q1 | $118K | Buy |
22,033
+12,477
| +131% | +$66.8K | ﹤0.01% | 3777 |
|
|
2014
Q4 | $55K | Hold |
9,556
| – | – | ﹤0.01% | 3900 |
|
|
2014
Q3 | $47K | Sell |
9,556
-3,275
| -26% | -$16.1K | ﹤0.01% | 3961 |
|
|
2014
Q2 | $55K | Hold |
12,831
| – | – | ﹤0.01% | 3937 |
|
|
2014
Q1 | $52K | Sell |
12,831
-29,012
| -69% | -$118K | ﹤0.01% | 3945 |
|
|
2013
Q4 | $202K | Sell |
41,843
-1,792
| -4% | -$8.65K | ﹤0.01% | 3793 |
|
|
2013
Q3 | $265K | Sell |
43,635
-29,497
| -40% | -$179K | ﹤0.01% | 3664 |
|
|
2013
Q2 | $433K | Buy |
+73,132
| New | +$433K | ﹤0.01% | 3348 |
|