Security National Trust’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $97K | Hold |
1,500
| – | – | 0.02% | 219 |
|
|
2021
Q2 | $97K | Hold |
1,500
| – | – | 0.02% | 228 |
|
|
2021
Q1 | $96K | Hold |
1,500
| – | – | 0.02% | 226 |
|
|
2020
Q4 | $76K | Hold |
1,500
| – | – | 0.02% | 239 |
|
|
2020
Q3 | $51K | Hold |
1,500
| – | – | 0.01% | 251 |
|
|
2020
Q2 | $47K | Hold |
1,500
| – | – | 0.01% | 260 |
|
|
2020
Q1 | $41K | Hold |
1,500
| – | – | 0.01% | 257 |
|
|
2019
Q4 | $61K | Hold |
1,500
| – | – | 0.02% | 249 |
|
|
2019
Q3 | $57K | Hold |
1,500
| – | – | 0.02% | 245 |
|
|
2019
Q2 | $59K | Hold |
1,500
| – | – | 0.02% | 248 |
|
|
2019
Q1 | $53K | Hold |
1,500
| – | – | 0.02% | 249 |
|
|
2018
Q4 | $41K | Hold |
1,500
| – | – | 0.02% | 248 |
|
|
2018
Q3 | $51K | Hold |
1,500
| – | – | 0.02% | 258 |
|
|
2018
Q2 | $52K | Hold |
1,500
| – | – | 0.02% | 258 |
|
|
2018
Q1 | $59K | Hold |
1,500
| – | – | 0.02% | 253 |
|
|
2017
Q4 | $60K | Hold |
1,500
| – | – | 0.02% | 252 |
|
|
2017
Q3 | $53K | Hold |
1,500
| – | – | 0.02% | 260 |
|
|
2017
Q2 | $46K | Hold |
1,500
| – | – | 0.02% | 280 |
|
|
2017
Q1 | $50K | Hold |
1,500
| – | – | 0.02% | 277 |
|
|
2016
Q4 | $50K | Buy |
+1,500
| New | +$50K | 0.02% | 275 |
|