Morgan Stanley’s Security National Financial SNFCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
47,564
+15,477
| +48% | +$152K | ﹤0.01% | 5489 |
|
|
2025
Q1 | $388K | Sell |
32,087
-1,878
| -6% | -$22.7K | ﹤0.01% | 5441 |
|
|
2024
Q4 | $409K | Buy |
33,965
+1,678
| +5% | +$20.2K | ﹤0.01% | 5504 |
|
|
2024
Q3 | $297K | Sell |
32,287
-7,404
| -19% | -$68.1K | ﹤0.01% | 5610 |
|
|
2024
Q2 | $317K | Sell |
39,691
-5,412
| -12% | -$43.2K | ﹤0.01% | 5486 |
|
|
2024
Q1 | $357K | Sell |
45,103
-58,979
| -57% | -$467K | ﹤0.01% | 5470 |
|
|
2023
Q4 | $937K | Buy |
104,082
+69,471
| +201% | +$625K | ﹤0.01% | 5323 |
|
|
2023
Q3 | $271K | Buy |
34,611
+738
| +2% | +$5.79K | ﹤0.01% | 5445 |
|
|
2023
Q2 | $300K | Buy |
33,873
+7,749
| +30% | +$68.7K | ﹤0.01% | 5465 |
|
|
2023
Q1 | $163K | Sell |
26,124
-1,087
| -4% | -$6.77K | ﹤0.01% | 5798 |
|
|
2022
Q4 | $199K | Sell |
27,211
-1,188
| -4% | -$8.67K | ﹤0.01% | 5674 |
|
|
2022
Q3 | $180K | Buy |
28,399
+801
| +3% | +$5.08K | ﹤0.01% | 5775 |
|
|
2022
Q2 | $234K | Sell |
27,598
-5,621
| -17% | -$47.7K | ﹤0.01% | 5817 |
|
|
2022
Q1 | $332K | Sell |
33,219
-2,811
| -8% | -$28.1K | ﹤0.01% | 5628 |
|
|
2021
Q4 | $331K | Buy |
36,030
+1,478
| +4% | +$13.6K | ﹤0.01% | 5791 |
|
|
2021
Q3 | $284K | Buy |
34,552
+19,553
| +130% | +$161K | ﹤0.01% | 5807 |
|
|
2021
Q2 | $131K | Buy |
14,999
+3,791
| +34% | +$33.1K | ﹤0.01% | 6223 |
|
|
2021
Q1 | $105K | Sell |
11,208
-9,087
| -45% | -$85.1K | ﹤0.01% | 5983 |
|
|
2020
Q4 | $170K | Buy |
20,295
+19,305
| +1,950% | +$162K | ﹤0.01% | 5671 |
|
|
2020
Q3 | $6K | Sell |
990
-1,882
| -66% | -$11.4K | ﹤0.01% | 6419 |
|
|
2020
Q2 | $19K | Buy |
+2,872
| New | +$19K | ﹤0.01% | 6021 |
|
|
2019
Q3 | – | Sell |
-31
| Closed | – | – | 6746 |
|
|
2019
Q2 | $0 | Sell |
31
-141
| -82% | – | ﹤0.01% | 6739 |
|
|
2019
Q1 | $1K | Sell |
172
-137
| -44% | -$797 | ﹤0.01% | 6534 |
|
|
2018
Q4 | $2K | Buy |
309
+19
| +7% | +$123 | ﹤0.01% | 6434 |
|
|
2018
Q3 | $2K | Buy |
+290
| New | +$2K | ﹤0.01% | 6586 |
|
|
2018
Q2 | – | Sell |
-50
| Closed | – | – | 6746 |
|
|
2018
Q1 | $0 | Buy |
+50
| New | – | ﹤0.01% | 6693 |
|
|
2017
Q4 | – | Sell |
-1,736
| Closed | -$9K | – | 6643 |
|
|
2017
Q3 | $9K | Buy |
1,736
+32
| +2% | +$166 | ﹤0.01% | 6193 |
|
|
2017
Q2 | $11K | Buy |
1,704
+24
| +1% | +$155 | ﹤0.01% | 6220 |
|
|
2017
Q1 | $11K | Buy |
1,680
+80
| +5% | +$524 | ﹤0.01% | 6214 |
|
|
2016
Q4 | $10K | Buy |
+1,600
| New | +$10K | ﹤0.01% | 6158 |
|
|
2016
Q2 | – | Sell |
-6,638
| Closed | -$34K | – | 6647 |
|
|
2016
Q1 | $34K | Buy |
6,638
+316
| +5% | +$1.62K | ﹤0.01% | 5749 |
|
|
2015
Q4 | $41K | Sell |
6,322
-6,074
| -49% | -$39.4K | ﹤0.01% | 5785 |
|
|
2015
Q3 | $83K | Sell |
12,396
-440
| -3% | -$2.95K | ﹤0.01% | 5501 |
|
|
2015
Q2 | $86K | Buy |
12,836
+6,215
| +94% | +$41.6K | ﹤0.01% | 5659 |
|
|
2015
Q1 | $35K | Buy |
6,621
+6,601
| +33,005% | +$34.9K | ﹤0.01% | 5905 |
|
|
2014
Q4 | $0 | Sell |
20
-474
| -96% | – | ﹤0.01% | 6659 |
|
|
2014
Q3 | $2K | Buy |
494
+474
| +2,370% | +$1.92K | ﹤0.01% | 6445 |
|
|
2014
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 6596 |
|
|
2014
Q1 | $0 | Sell |
20
-16,863
| -100% | – | ﹤0.01% | 6538 |
|
|
2013
Q4 | $81K | Sell |
16,883
-7,683
| -31% | -$36.9K | ﹤0.01% | 5419 |
|
|
2013
Q3 | $149K | Sell |
24,566
-19,389
| -44% | -$118K | ﹤0.01% | 4990 |
|
|
2013
Q2 | $260K | Buy |
+43,955
| New | +$260K | ﹤0.01% | 4684 |
|