O'Shaughnessy Asset Management’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 | $809K | Sell |
86,276
-4,658
| -5% | -$43.7K | 0.01% | 1144 |
|
|
2025
Q1 | $1.05M | Sell |
90,934
-7,432
| -8% | -$85.6K | 0.01% | 967 |
|
|
2024
Q4 | $1.13M | Buy |
98,366
+29,402
| +43% | +$337K | 0.01% | 904 |
|
|
2024
Q3 | $640K | Buy |
68,964
+27,551
| +67% | +$256K | 0.01% | 1108 |
|
|
2024
Q2 | $300K | Sell |
41,413
-13,579
| -25% | -$98.4K | ﹤0.01% | 1368 |
|
|
2024
Q1 | $395K | Buy |
54,992
+20,279
| +58% | +$145K | ﹤0.01% | 1208 |
|
|
2023
Q4 | $283K | Buy |
34,713
+87
| +0.3% | +$710 | ﹤0.01% | 1235 |
|
|
2023
Q3 | $246K | Buy |
34,626
+16,674
| +93% | +$119K | ﹤0.01% | 1199 |
|
|
2023
Q2 | $138K | Buy |
+17,952
| New | +$138K | ﹤0.01% | 1254 |
|
|
2022
Q4 | – | Sell |
-14,537
| Closed | -$80K | – | 1452 |
|
|
2022
Q3 | $80K | Buy |
14,537
+9
| +0.1% | +$50 | ﹤0.01% | 1183 |
|
|
2022
Q2 | $106K | Buy |
+14,528
| New | +$106K | ﹤0.01% | 1108 |
|
|
2021
Q4 | – | Sell |
-23,753
| Closed | -$161K | – | 2305 |
|
|
2021
Q3 | $161K | Sell |
23,753
-7,369
| -24% | -$49.9K | ﹤0.01% | 1138 |
|
|
2021
Q2 | $213K | Buy |
31,122
+3,321
| +12% | +$22.7K | ﹤0.01% | 1003 |
|
|
2021
Q1 | $204K | Sell |
27,801
-7,077
| -20% | -$51.9K | ﹤0.01% | 919 |
|
|
2020
Q4 | $228K | Buy |
34,878
+5,877
| +20% | +$38.4K | 0.01% | 785 |
|
|
2020
Q3 | $145K | Buy |
29,001
+17,840
| +160% | +$89.2K | ﹤0.01% | 802 |
|
|
2020
Q2 | $57K | Buy |
+11,161
| New | +$57K | ﹤0.01% | 976 |
|
|
2016
Q3 | – | Sell |
-16,890
| Closed | -$52K | – | 963 |
|
|
2016
Q2 | $52K | Buy |
16,890
+13,565
| +408% | +$41.8K | ﹤0.01% | 686 |
|
|
2016
Q1 | $11K | Buy |
3,325
+672
| +25% | +$2.22K | ﹤0.01% | 742 |
|
|
2015
Q4 | $10K | Buy |
2,653
+13
| +0.5% | +$49 | ﹤0.01% | 736 |
|
|
2015
Q3 | $11K | Buy |
+2,640
| New | +$11K | ﹤0.01% | 702 |
|