Wells Fargo’s Security National Financial SNFCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.2K | Buy |
9,668
+9,449
| +4,315% | +$93.1K | ﹤0.01% | 4815 |
|
|
2025
Q1 | $2.65K | Hold |
219
| – | – | ﹤0.01% | 5652 |
|
|
2024
Q4 | $2.63K | Buy |
219
+1
| +0.5% | +$12 | ﹤0.01% | 5649 |
|
|
2024
Q3 | $2.01K | Buy |
218
+10
| +5% | +$92 | ﹤0.01% | 5646 |
|
|
2024
Q2 | $1.66K | Sell |
208
-4,457
| -96% | -$35.6K | ﹤0.01% | 5659 |
|
|
2024
Q1 | $36.9K | Buy |
4,665
+578
| +14% | +$4.57K | ﹤0.01% | 4993 |
|
|
2023
Q4 | $36.8K | Buy |
4,087
+796
| +24% | +$7.16K | ﹤0.01% | 4964 |
|
|
2023
Q3 | $25.8K | Sell |
3,291
-1,436
| -30% | -$11.3K | ﹤0.01% | 5136 |
|
|
2023
Q2 | $41.9K | Buy |
4,727
+3,649
| +338% | +$32.4K | ﹤0.01% | 5209 |
|
|
2023
Q1 | $6.72K | Hold |
1,078
| – | – | ﹤0.01% | 5656 |
|
|
2022
Q4 | $7.87K | Buy |
1,078
+803
| +292% | +$5.86K | ﹤0.01% | 5316 |
|
|
2022
Q3 | $1K | Buy |
275
+9
| +3% | +$33 | ﹤0.01% | 6123 |
|
|
2022
Q2 | $3K | Buy |
266
+194
| +269% | +$2.19K | ﹤0.01% | 5922 |
|
|
2022
Q1 | $1K | Buy |
72
+1
| +1% | +$14 | ﹤0.01% | 6501 |
|
|
2021
Q4 | $1K | Hold |
71
| – | – | ﹤0.01% | 6504 |
|
|
2021
Q3 | $1K | Sell |
71
-19
| -21% | -$268 | ﹤0.01% | 6451 |
|
|
2021
Q2 | $1K | Sell |
90
-4,287
| -98% | -$47.6K | ﹤0.01% | 6385 |
|
|
2021
Q1 | $41K | Sell |
4,377
-2,643
| -38% | -$24.8K | ﹤0.01% | 5555 |
|
|
2020
Q4 | $59K | Buy |
7,020
+3,793
| +118% | +$31.9K | ﹤0.01% | 5352 |
|
|
2020
Q3 | $21K | Sell |
3,227
-1,626
| -34% | -$10.6K | ﹤0.01% | 5456 |
|
|
2020
Q2 | $33K | Buy |
4,853
+4,796
| +8,414% | +$32.6K | ﹤0.01% | 5304 |
|
|
2020
Q1 | $0 | Buy |
+57
| New | – | ﹤0.01% | 6310 |
|
|
2019
Q4 | – | Sell |
-1
| Closed | – | – | 6184 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6158 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6147 |
|
|
2019
Q1 | $0 | Sell |
1
-98
| -99% | – | ﹤0.01% | 6053 |
|
|
2018
Q4 | $1K | Hold |
99
| – | – | ﹤0.01% | 5807 |
|
|
2018
Q3 | $1K | Sell |
99
-196
| -66% | -$1.98K | ﹤0.01% | 5839 |
|
|
2018
Q2 | $2K | Hold |
295
| – | – | ﹤0.01% | 5799 |
|
|
2018
Q1 | $2K | Buy |
295
+12
| +4% | +$81 | ﹤0.01% | 5772 |
|
|
2017
Q4 | $1K | Hold |
283
| – | – | ﹤0.01% | 5803 |
|
|
2017
Q3 | $1K | Sell |
283
-1,899
| -87% | -$6.71K | ﹤0.01% | 5806 |
|
|
2017
Q2 | $14K | Buy |
2,182
+1,394
| +177% | +$8.94K | ﹤0.01% | 5369 |
|
|
2017
Q1 | $5K | Buy |
788
+629
| +396% | +$3.99K | ﹤0.01% | 5610 |
|
|
2016
Q4 | $1K | Buy |
159
+158
| +15,800% | +$994 | ﹤0.01% | 5751 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 5938 |
|
|
2016
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 5932 |
|
|
2016
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6039 |
|
|
2015
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 6043 |
|
|
2015
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6056 |
|
|
2015
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6145 |
|
|
2015
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6040 |
|
|
2014
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 6067 |
|
|
2014
Q3 | $0 | Sell |
1
-877
| -100% | – | ﹤0.01% | 6048 |
|
|
2014
Q2 | $4K | Buy |
878
+877
| +87,700% | +$4K | ﹤0.01% | 5647 |
|
|
2014
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5799 |
|
|
2013
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 5674 |
|
|
2013
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5635 |
|