UBS Group’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61K | Sell |
6,503
-6,452
| -50% | -$60.5K | ﹤0.01% | 6331 |
|
|
2025
Q1 | $149K | Sell |
12,955
-5,527
| -30% | -$63.7K | ﹤0.01% | 5495 |
|
|
2024
Q4 | $212K | Buy |
18,482
+18,392
| +20,436% | +$211K | ﹤0.01% | 5221 |
|
|
2024
Q3 | $791 | Sell |
90
-1,429
| -94% | -$12.6K | ﹤0.01% | 7602 |
|
|
2024
Q2 | $11K | Sell |
1,519
-12,436
| -89% | -$90.1K | ﹤0.01% | 6509 |
|
|
2024
Q1 | $100K | Sell |
13,955
-1,430
| -9% | -$10.3K | ﹤0.01% | 5070 |
|
|
2023
Q4 | $126K | Buy |
15,385
+7,749
| +101% | +$63.3K | ﹤0.01% | 4864 |
|
|
2023
Q3 | $54.3K | Sell |
7,636
-403
| -5% | -$2.87K | ﹤0.01% | 5113 |
|
|
2023
Q2 | $61.6K | Buy |
+8,039
| New | +$61.6K | ﹤0.01% | 5303 |
|
|
2023
Q1 | – | Sell |
-1,823
| Closed | -$11.5K | – | 8977 |
|
|
2022
Q4 | $11.5K | Buy |
1,823
+793
| +77% | +$5K | ﹤0.01% | 7199 |
|
|
2022
Q3 | $6K | Sell |
1,030
-77
| -7% | -$449 | ﹤0.01% | 7956 |
|
|
2022
Q2 | $8K | Sell |
1,107
-1,339
| -55% | -$9.68K | ﹤0.01% | 7305 |
|
|
2022
Q1 | $20K | Buy |
2,446
+653
| +36% | +$5.34K | ﹤0.01% | 6414 |
|
|
2021
Q4 | $14K | Sell |
1,793
-715
| -29% | -$5.58K | ﹤0.01% | 7231 |
|
|
2021
Q3 | $17K | Buy |
2,508
+197
| +9% | +$1.34K | ﹤0.01% | 6209 |
|
|
2021
Q2 | $16K | Sell |
2,311
-1,718
| -43% | -$11.9K | ﹤0.01% | 6489 |
|
|
2021
Q1 | $30K | Buy |
4,029
+370
| +10% | +$2.76K | ﹤0.01% | 6003 |
|
|
2020
Q4 | $24K | Buy |
3,659
+2,154
| +143% | +$14.1K | ﹤0.01% | 5802 |
|
|
2020
Q3 | $8K | Sell |
1,505
-3,437
| -70% | -$18.3K | ﹤0.01% | 6162 |
|
|
2020
Q2 | $25K | Buy |
4,942
+3,313
| +203% | +$16.8K | ﹤0.01% | 5560 |
|
|
2020
Q1 | $5K | Sell |
1,629
-372
| -19% | -$1.14K | ﹤0.01% | 6396 |
|
|
2019
Q4 | $9K | Sell |
2,001
-2,279
| -53% | -$10.3K | ﹤0.01% | 6271 |
|
|
2019
Q3 | $15K | Sell |
4,280
-4,618
| -52% | -$16.2K | ﹤0.01% | 5952 |
|
|
2019
Q2 | $33K | Sell |
8,898
-11,191
| -56% | -$41.5K | ﹤0.01% | 5398 |
|
|
2019
Q1 | $69K | Buy |
20,089
+18,687
| +1,333% | +$64.2K | ﹤0.01% | 4528 |
|
|
2018
Q4 | $5K | Buy |
1,402
+777
| +124% | +$2.77K | ﹤0.01% | 6624 |
|
|
2018
Q3 | $2K | Sell |
625
-610
| -49% | -$1.95K | ﹤0.01% | 6819 |
|
|
2018
Q2 | $4K | Sell |
1,235
-1,106
| -47% | -$3.58K | ﹤0.01% | 6634 |
|
|
2018
Q1 | $8K | Sell |
2,341
-1,433
| -38% | -$4.9K | ﹤0.01% | 6126 |
|
|
2017
Q4 | $13K | Buy |
3,774
+620
| +20% | +$2.14K | ﹤0.01% | 5901 |
|
|
2017
Q3 | $11K | Buy |
3,154
+1,644
| +109% | +$5.73K | ﹤0.01% | 5921 |
|
|
2017
Q2 | $6K | Buy |
1,510
+358
| +31% | +$1.42K | ﹤0.01% | 6112 |
|
|
2017
Q1 | $5K | Buy |
+1,152
| New | +$5K | ﹤0.01% | 6066 |
|
|
2016
Q4 | – | Sell |
-932
| Closed | -$3K | – | 6887 |
|
|
2016
Q3 | $3K | Buy |
+932
| New | +$3K | ﹤0.01% | 6359 |
|
|
2016
Q2 | – | Sell |
-2,541
| Closed | -$8K | – | 6907 |
|
|
2016
Q1 | $8K | Buy |
2,541
+1,030
| +68% | +$3.24K | ﹤0.01% | 5941 |
|
|
2015
Q4 | $6K | Buy |
1,511
+426
| +39% | +$1.69K | ﹤0.01% | 6266 |
|
|
2015
Q3 | $4K | Sell |
1,085
-13,207
| -92% | -$48.7K | ﹤0.01% | 6381 |
|
|
2015
Q2 | $58K | Buy |
+14,292
| New | +$58K | ﹤0.01% | 4674 |
|
|
2015
Q1 | – | Sell |
-2,074
| Closed | -$7K | – | 6784 |
|
|
2014
Q4 | $7K | Buy |
+2,074
| New | +$7K | ﹤0.01% | 6187 |
|