Physician Wealth Advisors’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Hold |
|
|||||
|
2025
Q1 | $647K | Buy |
|
|||||
|
2024
Q4 | $370K | Sell |
|
|||||
|
2024
Q3 | $310K | Sell |
|
|||||
|
2024
Q2 | $251K | Buy |
|
|||||
|
2024
Q1 | $204K | Hold |
|
|||||
|
2023
Q4 | $262K | Sell |
|
|||||
|
2023
Q3 | $272K | Hold |
|
|||||
|
2023
Q2 | $296K | Hold |
|
|||||
|
2023
Q1 | $231K | Hold |
|
|||||
|
2022
Q4 | $240K | Hold |
|
|||||
|
2022
Q3 | $206K | Hold |
|
|||||
|
2022
Q2 | $262K | Sell |
|
|||||
|
2022
Q1 | $304K | Buy |
|