Ritholtz Wealth 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 | $429K | Buy |
45,703
+4,779
| +12% | +$44.8K | 0.01% | 678 |
|
|
2025
Q1 | $472K | Sell |
40,924
-1,847
| -4% | -$21.3K | 0.01% | 607 |
|
|
2024
Q4 | $490K | Buy |
42,771
+15,842
| +59% | +$182K | 0.01% | 569 |
|
|
2024
Q3 | $236K | Buy |
26,929
+10,957
| +69% | +$96K | 0.01% | 766 |
|
|
2024
Q2 | $116K | Sell |
15,972
-2,648
| -14% | -$19.2K | ﹤0.01% | 793 |
|
|
2024
Q1 | $134K | Buy |
18,620
+2,499
| +16% | +$17.9K | ﹤0.01% | 761 |
|
|
2023
Q4 | $132K | Buy |
16,121
+488
| +3% | +$3.98K | 0.01% | 719 |
|
|
2023
Q3 | $111K | Buy |
+15,633
| New | +$111K | 0.01% | 675 |
|