Physician Wealth Advisors’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 | $527K | Hold |
56,157
| – | – | 0.08% | 96 |
|
|
2025
Q1 | $647K | Buy |
56,157
+23,866
| +74% | +$275K | 0.11% | 84 |
|
|
2024
Q4 | $370K | Sell |
32,291
-1,620
| -5% | -$18.6K | 0.06% | 120 |
|
|
2024
Q3 | $310K | Sell |
33,911
-1,695
| -5% | -$15.5K | 0.06% | 130 |
|
|
2024
Q2 | $251K | Buy |
35,606
+1,695
| +5% | +$11.9K | 0.05% | 145 |
|
|
2024
Q1 | $204K | Hold |
33,911
| – | – | 0.04% | 166 |
|
|
2023
Q4 | $262K | Sell |
33,911
-4,434
| -12% | -$34.3K | 0.06% | 131 |
|
|
2023
Q3 | $272K | Hold |
38,345
| – | – | 0.07% | 113 |
|
|
2023
Q2 | $296K | Hold |
38,345
| – | – | 0.07% | 111 |
|
|
2023
Q1 | $231K | Hold |
38,345
| – | – | 0.06% | 138 |
|
|
2022
Q4 | $240K | Hold |
38,345
| – | – | 0.06% | 131 |
|
|
2022
Q3 | $206K | Hold |
38,345
| – | – | 0.06% | 140 |
|
|
2022
Q2 | $262K | Sell |
38,345
-1
| -0% | -$7 | 0.08% | 124 |
|
|
2022
Q1 | $304K | Buy |
+38,346
| New | +$304K | 0.08% | 119 |
|