Soundmark Wealth Management’s Fidelity National Financial FNF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,073
| Closed | -$429K | – | 28 |
|
|
2024
Q1 | $429K | Hold |
8,073
| – | – | 0.19% | 51 |
|
|
2023
Q4 | $412K | Hold |
8,073
| – | – | 0.2% | 52 |
|
|
2023
Q3 | $333K | Hold |
8,073
| – | – | 0.19% | 51 |
|
|
2023
Q2 | $291K | Hold |
8,073
| – | – | 0.16% | 52 |
|
|
2023
Q1 | $282K | Hold |
8,073
| – | – | 0.17% | 50 |
|
|
2022
Q4 | $304K | Sell |
8,073
-323
| -4% | -$12.2K | 0.2% | 49 |
|
|
2022
Q3 | $292K | Hold |
8,396
| – | – | 0.2% | 50 |
|
|
2022
Q2 | $298K | Hold |
8,396
| – | – | 0.21% | 48 |
|
|
2022
Q1 | $394K | Hold |
8,396
| – | – | 0.28% | 44 |
|
|
2021
Q4 | $421K | Hold |
8,396
| – | – | 0.29% | 42 |
|
|
2021
Q3 | $366K | Hold |
8,396
| – | – | 0.13% | 52 |
|
|
2021
Q2 | $355K | Hold |
8,396
| – | – | 0.15% | 47 |
|
|
2021
Q1 | $328K | Hold |
8,396
| – | – | 0.18% | 51 |
|
|
2020
Q4 | $316K | Buy |
+8,396
| New | +$316K | 0.2% | 47 |
|