Steward Partners Investment Advisory’s Fidelity National Financial FNF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $262K | Sell |
5,640
-5,266
| -48% | -$273K | ﹤0.01% | 1879 |
|
|
2025
Q4 | $595K | Buy |
10,906
+1,268
| +13% | +$72.2K | ﹤0.01% | 1325 |
|
|
2025
Q3 | $583K | Buy |
9,638
+2,007
| +26% | +$117K | ﹤0.01% | 1294 |
|
|
2025
Q2 | $428K | Buy |
7,631
+131
| +2% | +$7.66K | ﹤0.01% | 1372 |
|
|
2025
Q1 | $488K | Buy |
7,500
+169
| +2% | +$10.2K | ﹤0.01% | 1228 |
|
|
2024
Q4 | $412K | Buy |
7,331
+329
| +5% | +$19.8K | ﹤0.01% | 1254 |
|
|
2024
Q3 | $435K | Sell |
7,002
-1,328
| -16% | -$74.5K | ﹤0.01% | 1164 |
|
|
2024
Q2 | $412K | Buy |
8,330
+585
| +8% | +$29.4K | ﹤0.01% | 1140 |
|
|
2024
Q1 | $411K | Sell |
7,745
-8,188
| -51% | -$413K | ﹤0.01% | 1139 |
|
|
2023
Q4 | $813K | Buy |
15,933
+21
| +0.1% | +$914 | 0.01% | 798 |
|
|
2023
Q3 | $657K | Sell |
15,912
-668
| -4% | -$26.8K | 0.01% | 825 |
|
|
2023
Q2 | $597K | Hold |
16,580
| – | – | 0.01% | 877 |
|
|
2023
Q1 | $579K | Sell |
16,580
-904
| -5% | -$35.6K | 0.01% | 872 |
|
|
2022
Q4 | $658K | Sell |
17,484
-745
| -4% | -$28K | 0.01% | 803 |
|
|
2022
Q3 | $635K | Sell |
18,229
-150
| -0.8% | -$5.6K | 0.01% | 780 |
|
|
2022
Q2 | $653K | Sell |
18,379
-192
| -1% | -$7.5K | 0.01% | 771 |
|
|
2022
Q1 | $872K | Sell |
18,571
-7,317
| -28% | -$350K | 0.01% | 725 |
|
|
2021
Q4 | $1.3M | Hold |
25,888
| – | – | 0.02% | 615 |
|
|
2021
Q3 | $1.13M | Buy |
25,888
+711
| +3% | +$31.5K | 0.02% | 619 |
|
|
2021
Q2 | $1.05M | Sell |
25,177
-10,927
| -30% | -$477K | 0.02% | 643 |
|
|
2021
Q1 | $1.41M | Buy |
36,104
+301
| +0.8% | +$11.4K | 0.02% | 529 |
|
|
2020
Q4 | $1.35M | Buy |
35,803
+394
| +1% | +$13.3K | 0.03% | 470 |
|
|
2020
Q3 | $1.07M | Sell |
35,409
-113
| -0.3% | -$3.54K | 0.03% | 472 |
|
|
2020
Q2 | $1.05M | Buy |
35,522
+323
| +0.9% | +$8.88K | 0.03% | 439 |
|
|
2020
Q1 | $842K | Buy |
35,199
+34,052
| +2,969% | +$1.34M | 0.03% | 427 |
|
|
2019
Q4 | $50K | Sell |
1,147
-58
| -5% | -$2.57K | ﹤0.01% | 1386 |
|
|
2019
Q3 | $51K | Sell |
1,205
-110
| -8% | -$4.58K | ﹤0.01% | 1338 |
|
|
2019
Q2 | $50K | Buy |
+1,315
| New | +$49.6K | ﹤0.01% | 1334 |
|
|
2018
Q4 | – | Sell |
-1,161
| Closed | -$44K | – | 1252 |
|
|
2018
Q3 | $44K | Sell |
1,161
-132
| -10% | -$5.03K | ﹤0.01% | 1245 |
|
|
2018
Q2 | $47K | Buy |
1,293
+419
| +48% | +$15.3K | ﹤0.01% | 1120 |
|
|
2018
Q1 | $33K | Hold |
874
| – | – | ﹤0.01% | 1148 |
|
|
2017
Q4 | $32K | Sell |
874
-336
| -28% | -$12.3K | ﹤0.01% | 974 |
|
|
2017
Q3 | $39K | Hold |
1,210
| – | – | ﹤0.01% | 757 |
|
|
2017
Q2 | $37K | Buy |
1,210
+886
| +273% | +$25.5K | ﹤0.01% | 695 |
|
|
2017
Q1 | $8K | Buy |
+324
| New | +$8.24K | ﹤0.01% | 995 |
|
Other funds holding FNF
WPL
VPM
VCM
