LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Fidelity National Financial FNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Buy |
+2,692
| New | +$151K | ﹤0.01% | 311 |
|
|
2021
Q3 | – | Sell |
-41
| Closed | -$2K | – | 821 |
|
|
2021
Q2 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 856 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$7K | – | 671 |
|
|
2019
Q4 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 595 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$4K | – | 722 |
|
|
2019
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 602 |
|
|
2018
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 614 |
|
|
2018
Q1 | – | Sell |
-238
| Closed | -$9K | – | 753 |
|
|
2017
Q4 | $9K | Hold |
238
| – | – | ﹤0.01% | 577 |
|
|
2017
Q3 | $11K | Hold |
238
| – | – | ﹤0.01% | 554 |
|
|
2017
Q2 | $12K | Buy |
+238
| New | +$12K | ﹤0.01% | 531 |
|