Security National Financial shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Security National Financial
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All positions including Security National Financial held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Security National Financial by Soltis Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $23M | 2.9M | 7.91 |
2023-12-31 | $26M | 2.9M | 9.00 |
2023-06-30 | $27M | 3.0M | 8.87 |
2023-03-31 | $18M | 2.9M | 6.23 |
2022-12-31 | $22M | 3.0M | 7.30 |
2022-09-30 | $19M | 3.0M | 6.35 |
2022-06-30 | $25M | 2.9M | 8.46 |
2022-03-31 | $29M | 2.9M | 10.00 |
2021-12-31 | $26M | 2.8M | 9.20 |
2021-09-30 | $23M | 2.8M | 8.23 |
2021-06-30 | $23M | 2.6M | 8.75 |
2021-03-31 | $24M | 2.6M | 9.35 |
2020-12-31 | $21M | 2.5M | 8.35 |
2020-09-30 | $15M | 2.3M | 6.40 |
2020-06-30 | $15M | 2.2M | 6.74 |
2020-03-31 | $9.0M | 2.1M | 4.27 |
2019-12-31 | $12M | 2.0M | 5.85 |
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