Soltis Investment Advisors’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Sell |
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|
2025
Q1 | $31M | Sell |
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|
2024
Q4 | $31.6M | Sell |
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|
2024
Q3 | $26M | Sell |
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|
2024
Q2 | $22.3M | Sell |
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|
2024
Q1 | $23.1M | Sell |
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|
2023
Q4 | $26.4M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $26.7M | Buy |
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|
2023
Q1 | $18.3M | Sell |
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|
2022
Q4 | $22M | Sell |
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|
2022
Q3 | $19.3M | Buy |
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|
2022
Q2 | $24.6M | Sell |
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|
2022
Q1 | $29.3M | Buy |
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|
2021
Q4 | $25.8M | Sell |
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|
2021
Q3 | $23.4M | Buy |
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|
2021
Q2 | $23.1M | Buy |
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|
2021
Q1 | $24.2M | Buy |
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|
2020
Q4 | $21.1M | Buy |
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|
2020
Q3 | $14.8M | Buy |
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|
2020
Q2 | $14.7M | Buy |
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|
2020
Q1 | $9M | Sell |
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|
2019
Q4 | $11.8M | Buy |
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