JPMorgan Chase & Co’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 | $138K | Buy |
14,680
+14,590
| +16,211% | +$137K | ﹤0.01% | 4652 |
|
|
2025
Q1 | $1.04K | Buy |
90
+35
| +64% | +$404 | ﹤0.01% | 5747 |
|
|
2024
Q4 | $626 | Sell |
55
-6,631
| -99% | -$75.5K | ﹤0.01% | 5730 |
|
|
2024
Q3 | $58.6K | Buy |
6,686
+6,290
| +1,588% | +$55.1K | ﹤0.01% | 4934 |
|
|
2024
Q2 | $2.87K | Sell |
396
-29,170
| -99% | -$211K | ﹤0.01% | 5460 |
|
|
2024
Q1 | $212K | Buy |
29,566
+11,956
| +68% | +$85.8K | ﹤0.01% | 4423 |
|
|
2023
Q4 | $144K | Buy |
17,610
+8,621
| +96% | +$70.4K | ﹤0.01% | 4609 |
|
|
2023
Q3 | $63.9K | Sell |
8,989
-2,738
| -23% | -$19.5K | ﹤0.01% | 4825 |
|
|
2023
Q2 | $89.9K | Buy |
11,727
+9,598
| +451% | +$73.5K | ﹤0.01% | 4682 |
|
|
2023
Q1 | $11K | Sell |
2,129
-463
| -18% | -$2.39K | ﹤0.01% | 5257 |
|
|
2022
Q4 | $16K | Sell |
2,592
-2,330
| -47% | -$14.4K | ﹤0.01% | 5026 |
|
|
2022
Q3 | $27K | Sell |
4,922
-1,173
| -19% | -$6.44K | ﹤0.01% | 4854 |
|
|
2022
Q2 | $44K | Sell |
6,095
-299
| -5% | -$2.16K | ﹤0.01% | 4887 |
|
|
2022
Q1 | $53K | Sell |
6,394
-1,410
| -18% | -$11.7K | ﹤0.01% | 4996 |
|
|
2021
Q4 | $59K | Buy |
7,804
+7,669
| +5,681% | +$58K | ﹤0.01% | 5015 |
|
|
2021
Q3 | $0 | Sell |
135
-2,247
| -94% | – | ﹤0.01% | 5726 |
|
|
2021
Q2 | $16K | Sell |
2,382
-64,091
| -96% | -$431K | ﹤0.01% | 5155 |
|
|
2021
Q1 | $487K | Buy |
66,473
+136
| +0.2% | +$996 | ﹤0.01% | 4059 |
|
|
2020
Q4 | $434K | Buy |
66,337
+15,501
| +30% | +$101K | ﹤0.01% | 3825 |
|
|
2020
Q3 | $256K | Sell |
50,836
-1,416
| -3% | -$7.13K | ﹤0.01% | 3635 |
|
|
2020
Q2 | $270K | Buy |
+52,252
| New | +$270K | ﹤0.01% | 3550 |
|