Security Financial Services’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Buy
637
+68
+12% +$53.6K 0.09% 110
2025
Q1
$349K Buy
569
+63
+12% +$38.7K 0.07% 128
2024
Q4
$318K Buy
506
+20
+4% +$12.6K 0.06% 127
2024
Q3
$302K Buy
486
+56
+13% +$34.8K 0.06% 129
2024
Q2
$283K Buy
430
+3
+0.7% +$1.97K 0.06% 130
2024
Q1
$278K Buy
427
+40
+10% +$26K 0.06% 149
2023
Q4
$242K Buy
+387
New +$242K 0.06% 151