SFS
Security Financial Services’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
828
+162
| +24% | +$72.5K | 0.07% | 142 |
|
|
2025
Q1 | $303K | Buy |
666
+69
| +12% | +$31.4K | 0.06% | 149 |
|
|
2024
Q4 | $287K | Buy |
597
+31
| +5% | +$14.9K | 0.06% | 141 |
|
|
2024
Q3 | $260K | Buy |
+566
| New | +$260K | 0.05% | 151 |
|
|
2024
Q2 | – | Sell |
-443
| Closed | -$201K | – | 168 |
|
|
2024
Q1 | $201K | Buy |
+443
| New | +$201K | 0.05% | 184 |
|