RhumbLine Advisers’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 | $160K | Buy |
+17,003
| New | +$160K | ﹤0.01% | 3348 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$48 | – | 4115 |
|
|
2024
Q4 | $48 | Buy |
+1
| New | +$48 | ﹤0.01% | 4146 |
|
|
2024
Q3 | – | Sell |
-652
| Closed | -$4.75K | – | 4184 |
|
|
2024
Q2 | $4.75K | Sell |
652
-13,780
| -95% | -$100K | ﹤0.01% | 4093 |
|
|
2024
Q1 | $104K | Sell |
14,432
-106
| -0.7% | -$761 | ﹤0.01% | 3437 |
|
|
2023
Q4 | $119K | Buy |
14,538
+125
| +0.9% | +$1.02K | ﹤0.01% | 3395 |
|
|
2023
Q3 | $103K | Buy |
14,413
+550
| +4% | +$3.91K | ﹤0.01% | 3457 |
|
|
2023
Q2 | $106K | Buy |
+13,863
| New | +$106K | ﹤0.01% | 3506 |
|
|
2021
Q2 | – | Sell |
-14,958
| Closed | -$110K | – | 3097 |
|
|
2021
Q1 | $110K | Buy |
14,958
+798
| +6% | +$5.87K | ﹤0.01% | 2925 |
|
|
2020
Q4 | $93K | Buy |
+14,160
| New | +$93K | ﹤0.01% | 2974 |
|
|
2020
Q3 | – | Sell |
-14,159
| Closed | -$73K | – | 3037 |
|
|
2020
Q2 | $73K | Buy |
+14,159
| New | +$73K | ﹤0.01% | 3001 |
|
|
2013
Q3 | – | Sell |
-20,211
| Closed | -$65K | – | 2989 |
|
|
2013
Q2 | $65K | Buy |
+20,211
| New | +$65K | ﹤0.01% | 3286 |
|