Ritholtz Wealth Management’s Security National Financial SNFCA Stock Holding History

Ritholtz Wealth Management’s Portfolio SNFCA Stock Details SNFCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$276K	Sell
2025 Q2	$429K	Buy
2025 Q1	$472K	Sell
2024 Q4	$490K	Buy
2024 Q3	$236K	Buy
2024 Q2	$116K	Sell
2024 Q1	$134K	Buy
2023 Q4	$132K	Buy
2023 Q3	$111K	Buy