JWA
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JFS Wealth Advisors’s Fidelity National Financial FNF Stock Holding History

JFS Wealth Advisors’s Portfolio FNF Stock Details FNF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$277K Buy
4,941
+2
+0% +$112 0.02% 270
2025
Q1 		$321K Hold
4,939
– – 0.02% 250
2024
Q4 		$277K Hold
4,939
– – 0.02% 258
2024
Q3 		$307K Buy
4,939
+7
+0.1% +$434 0.02% 247
2024
Q2 		$244K Hold
4,932
– – 0.02% 220
2024
Q1 		$262K Hold
4,932
– – 0.02% 216
2023
Q4 		$252K Buy
4,932
+13
+0.3% +$663 0.02% 206
2023
Q3 		$203K Sell
4,919
-838
-15% -$34.6K 0.02% 220
2023
Q2 		$207K Sell
5,757
-1,301
-18% -$46.8K 0.02% 213
2023
Q1 		$247K Sell
7,058
-317
-4% -$11.1K 0.02% 192
2022
Q4 		$277K Sell
7,375
-18
-0.2% -$677 0.03% 189
2022
Q3 		$268K Buy
7,393
+176
+2% +$6.38K 0.03% 187
2022
Q2 		$267K Sell
7,217
-285
-4% -$10.5K 0.03% 182
2022
Q1 		$367K Buy
7,502
+114
+2% +$5.58K 0.03% 178
2021
Q4 		$386K Sell
7,388
-176
-2% -$9.2K 0.04% 174
2021
Q3 		$343K Buy
7,564
+394
+5% +$17.9K 0.04% 173
2021
Q2 		$312K Hold
7,170
– – 0.05% 141
2021
Q1 		$292K Sell
7,170
-2,500
-26% -$102K 0.06% 127
2020
Q4 		$378K Hold
9,670
– – 0.08% 111
2020
Q3 		$303K Hold
9,670
– – 0.07% 109
2020
Q2 		$296K Hold
9,670
– – 0.08% 115
2020
Q1 		$241K Hold
9,670
– – 0.07% 115
2019
Q4 		$439K Hold
9,670
– – 0.11% 100
2019
Q3 		$429K Hold
9,670
– – 0.11% 99
2019
Q2 		$390K Hold
9,670
– – 0.1% 104
2019
Q1 		$353K Hold
9,670
– – 0.09% 106
2018
Q4 		$304K Hold
9,670
– – 0.08% 112
2018
Q3 		$381K Hold
9,670
– – 0.1% 105
2018
Q2 		$364K Hold
9,670
– – 0.1% 105
2018
Q1 		$387K Hold
9,670
– – 0.1% 104
2017
Q4 		$379K Hold
9,670
– – 0.09% 103
2017
Q3 		$459K Hold
9,670
– – 0.12% 88
2017
Q2 		$434K Hold
9,670
– – 0.12% 83
2017
Q1 		$328K Hold
9,670
– – 0.09% 100
2016
Q4 		$328K Hold
9,670
– – 0.09% 100
2016
Q3 		$357K Hold
9,670
– – 0.1% 94
2016
Q2 		$363K Hold
9,670
– – 0.1% 115
2016
Q1 		$328K Hold
9,670
– – 0.1% 103
2015
Q4 		$335K Hold
9,670
– – 0.1% 102
2015
Q3 		$343K Hold
9,670
– – 0.15% 75
2015
Q2 		$358K Hold
9,670
– – 0.18% 63
2015
Q1 		$355K Sell
9,670
-250
-3% -$9.18K 0.17% 65
2014
Q4 		$342K Buy
9,920
+250
+3% +$8.62K 0.05% 63
2014
Q3 		$268K Hold
9,670
– – 0.05% 62
2014
Q2 		$317K Hold
9,670
– – 0.06% 58
2014
Q1 		$304K Sell
9,670
-8,262
-46% -$260K 0.17% 82
2013
Q4 		$582K Sell
17,932
-7,317
-29% -$237K 0.25% 62
2013
Q3 		$672K Buy
25,249
+15,579
+161% +$415K 0.31% 51
2013
Q2 		$230K Buy
+9,670
New +$230K 0.12% 100