LI
LHM Inc’s Security National Financial SNFCA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.27M | Sell |
738,117
-43,052
| -6% | -$424K | 2.41% | 14 |
|
2025
Q1 | $9.45M | Sell |
781,169
-82,490
| -10% | -$998K | 3.13% | 6 |
|
2024
Q4 | $10.4M | Hold |
863,659
| – | – | 3.31% | 6 |
|
2024
Q3 | $7.95M | Buy |
863,659
+41,126
| +5% | +$378K | 2.5% | 7 |
|
2024
Q2 | $6.57M | Hold |
822,533
| – | – | 2.77% | 5 |
|
2024
Q1 | $6.51M | Hold |
822,533
| – | – | 4.6% | 3 |
|
2023
Q4 | $7.4M | Buy |
+822,533
| New | +$7.4M | 6.14% | 2 |
|