Panagora 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 | $106K | Buy |
+11,323
| New | +$106K | ﹤0.01% | 1089 |
|
|
2024
Q2 | – | Sell |
-24,709
| Closed | -$177K | – | 1279 |
|
|
2024
Q1 | $177K | Buy |
24,709
+13,387
| +118% | +$96K | ﹤0.01% | 1163 |
|
|
2023
Q4 | $92.4K | Buy |
+11,322
| New | +$92.4K | ﹤0.01% | 1206 |
|
|
2021
Q3 | – | Sell |
-1,435
| Closed | -$10K | – | 2303 |
|
|
2021
Q2 | $10K | Sell |
1,435
-75,802
| -98% | -$528K | ﹤0.01% | 2261 |
|
|
2021
Q1 | $566K | Sell |
77,237
-887
| -1% | -$6.5K | ﹤0.01% | 1276 |
|
|
2020
Q4 | $511K | Buy |
78,124
+2,235
| +3% | +$14.6K | ﹤0.01% | 1219 |
|
|
2020
Q3 | $381K | Buy |
75,889
+62,171
| +453% | +$312K | ﹤0.01% | 1272 |
|
|
2020
Q2 | $71K | Buy |
+13,718
| New | +$71K | ﹤0.01% | 1897 |
|
|
2018
Q1 | – | Sell |
-5,886
| Closed | -$21K | – | 2394 |
|
|
2017
Q4 | $21K | Sell |
5,886
-200
| -3% | -$714 | ﹤0.01% | 2165 |
|
|
2017
Q3 | $20K | Sell |
6,086
-1,304
| -18% | -$4.29K | ﹤0.01% | 2172 |
|
|
2017
Q2 | $31K | Hold |
7,390
| – | – | ﹤0.01% | 2168 |
|
|
2017
Q1 | $33K | Buy |
+7,390
| New | +$33K | ﹤0.01% | 2083 |
|