SIA
Soltis Investment Advisors’s Security National Financial SNFCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Sell |
2,551,096
-14,408
| -0.6% | -$142K | 1.97% | 7 |
|
|
2025
Q1 | $31M | Sell |
2,565,504
-58,327
| -2% | -$706K | 2.77% | 4 |
|
|
2024
Q4 | $31.6M | Sell |
2,623,831
-197,117
| -7% | -$2.37M | 2.92% | 4 |
|
|
2024
Q3 | $26M | Buy |
2,820,948
+29,120
| +1% | +$268K | 2.54% | 4 |
|
|
2024
Q2 | $22.3M | Sell |
2,791,828
-125,342
| -4% | -$1M | 2.36% | 8 |
|
|
2024
Q1 | $23.1M | Sell |
2,917,170
-16,025
| -0.5% | -$127K | 2.58% | 4 |
|
|
2023
Q4 | $26.4M | Buy |
+2,933,195
| New | +$26.4M | 2.98% | 5 |
|
|
2023
Q3 | – | Sell |
-3,006,872
| Closed | -$26.7M | – | 280 |
|
|
2023
Q2 | $26.7M | Buy |
3,006,872
+64,404
| +2% | +$571K | 3.1% | 6 |
|
|
2023
Q1 | $18.3M | Sell |
2,942,468
-71,166
| -2% | -$443K | 2.33% | 7 |
|
|
2022
Q4 | $22M | Sell |
3,013,634
-32,693
| -1% | -$239K | 2.9% | 5 |
|
|
2022
Q3 | $19.3M | Buy |
3,046,327
+137,197
| +5% | +$871K | 2.91% | 6 |
|
|
2022
Q2 | $24.6M | Sell |
2,909,130
-18,149
| -0.6% | -$154K | 3.57% | 4 |
|
|
2022
Q1 | $29.3M | Buy |
2,927,279
+123,015
| +4% | +$1.23M | 4.07% | 4 |
|
|
2021
Q4 | $25.8M | Sell |
2,804,264
-35,662
| -1% | -$328K | 3.64% | 6 |
|
|
2021
Q3 | $23.4M | Buy |
2,839,926
+201,830
| +8% | +$1.66M | 3.62% | 6 |
|
|
2021
Q2 | $23.1M | Buy |
2,638,096
+46,204
| +2% | +$404K | 3.66% | 5 |
|
|
2021
Q1 | $24.2M | Buy |
2,591,892
+60,196
| +2% | +$563K | 4.42% | 5 |
|
|
2020
Q4 | $21.1M | Buy |
2,531,696
+216,783
| +9% | +$1.81M | 3.92% | 6 |
|
|
2020
Q3 | $14.8M | Buy |
2,314,913
+128,388
| +6% | +$822K | 3.48% | 6 |
|
|
2020
Q2 | $14.7M | Buy |
2,186,525
+78,391
| +4% | +$529K | 3.82% | 4 |
|
|
2020
Q1 | $9M | Buy |
2,108,134
+83,306
| +4% | +$356K | 2.8% | 4 |
|
|
2019
Q4 | $11.8M | Buy |
+2,024,828
| New | +$11.8M | 2.28% | 9 |
|