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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

Tip: Access up to 7 years of quarterly data

All positions including Security National Financial held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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