RSWM
Robertson Stephens Wealth Management’s Fidelity National Financial FNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Hold |
7,333
| – | – | 0.01% | 399 |
|
|
2025
Q1 | $477K | Hold |
7,333
| – | – | 0.02% | 364 |
|
|
2024
Q4 | $412K | Buy |
7,333
+55
| +0.8% | +$3.09K | 0.01% | 398 |
|
|
2024
Q3 | $452K | Sell |
7,278
-217
| -3% | -$13.5K | 0.02% | 437 |
|
|
2024
Q2 | $370K | Buy |
7,495
+235
| +3% | +$11.6K | 0.02% | 373 |
|
|
2024
Q1 | $386K | Buy |
7,260
+212
| +3% | +$11.3K | 0.02% | 385 |
|
|
2023
Q4 | $360K | Hold |
7,048
| – | – | 0.02% | 352 |
|
|
2023
Q3 | $291K | Buy |
+7,048
| New | +$291K | 0.02% | 382 |
|