Lee Financial’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.2M | Sell |
14,553
-76
| -0.5% | -$6.13K | 0.17% | 61 |
|
|
2025
Q4 | $1.14M | Sell |
14,629
-1,772
| -11% | -$142K | 0.15% | 69 |
|
|
2025
Q3 | $1.36M | Sell |
16,401
-219
| -1% | -$17.5K | 0.17% | 70 |
|
|
2025
Q2 | $1.35M | Buy |
16,620
+1,603
| +11% | +$125K | 0.19% | 62 |
|
|
2025
Q1 | $1.2M | Sell |
15,017
-1,814
| -11% | -$143K | 0.18% | 59 |
|
|
2024
Q4 | $1.34M | Sell |
16,831
-240
| -1% | -$19.6K | 0.19% | 56 |
|
|
2024
Q3 | $1.35M | Buy |
17,071
+1,548
| +10% | +$118K | 0.19% | 62 |
|
|
2024
Q2 | $1.1M | Buy |
15,523
+1,217
| +9% | +$86.4K | 0.18% | 65 |
|
|
2024
Q1 | $1.06M | Buy |
14,306
+2,911
| +26% | +$205K | 0.18% | 73 |
|
|
2023
Q4 | $780K | Buy |
11,395
+11,378
| +66,929% | +$685K | 0.14% | 76 |
|
|
2023
Q3 | $972 | Hold |
17
| – | – | ﹤0.01% | 771 |
|
|
2023
Q2 | $1.1K | Hold |
17
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $1.17K | Sell |
17
-8
| -32% | -$553 | ﹤0.01% | 727 |
|
|
2022
Q4 | $1.73K | Buy |
+25
| New | +$1.67K | ﹤0.01% | 721 |
|
|
2022
Q3 | – | Sell |
-24
| Closed | -$2K | – | 992 |
|
|
2022
Q2 | $2K | Buy |
+24
| New | +$1.64K | ﹤0.01% | 732 |
|
|
2020
Q3 | – | Sell |
-707
| Closed | -$27K | – | 563 |
|
|
2020
Q2 | $27K | Hold |
707
| – | – | 0.01% | 254 |
|
|
2020
Q1 | $28K | Hold |
707
| – | – | 0.01% | 208 |
|
|
2019
Q4 | $33K | Hold |
707
| – | – | 0.01% | 218 |
|
|
2019
Q3 | $34K | Hold |
707
| – | – | 0.01% | 213 |
|
|
2019
Q2 | $33K | Buy |
+707
| New | +$30.5K | 0.01% | 224 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$4K | – | 827 |
|
|
2018
Q1 | $4K | Buy |
+100
| New | +$3.84K | ﹤0.01% | 647 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$3K | – | 526 |
|
|
2017
Q2 | $3K | Buy |
+100
| New | +$3.19K | ﹤0.01% | 447 |
|
Other funds holding SCI
VPM
VCM
