A detailed history of O'Shaughnessy Asset Management, LLC transactions in Security National Financial Corp stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 49,879 shares of SNFCA stock, worth $397,036. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49,879
Previous 31,486 58.42%
Holding current value
$397,036
Previous $283,000 39.22%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$7.62 - $9.04 $140,154 - $166,272
18,393 Added 58.42%
49,879 $394,000
Q4 2023

Feb 09, 2024

BUY
$6.89 - $9.6 $544 - $758
79 Added 0.25%
31,486 $283,000
Q3 2023

Nov 13, 2023

BUY
$7.58 - $8.93 $120,514 - $141,978
15,899 Added 102.52%
31,407 $246,000
Q2 2023

Aug 11, 2023

BUY
$6.33 - $8.87 $98,165 - $137,555
15,508 New
15,508 $137,000
Q3 2022

Nov 14, 2022

BUY
$6.25 - $8.61 $50 - $68
8 Added 0.06%
12,558 $80,000
Q2 2022

Aug 11, 2022

BUY
$7.84 - $9.87 $98,392 - $123,868
12,550 New
12,550 $106,000
Q4 2021

Feb 11, 2022

SELL
$7.81 - $9.17 $152,623 - $179,200
-19,542 Closed
0 $0
Q3 2021

Nov 10, 2021

SELL
$7.68 - $8.86 $37,194 - $42,908
-4,843 Reduced 19.86%
19,542 $161,000
Q2 2021

Aug 09, 2021

BUY
$7.06 - $8.69 $18,370 - $22,611
2,602 Added 11.95%
24,385 $213,000
Q1 2021

May 14, 2021

SELL
$7.69 - $9.56 $42,641 - $53,010
-5,545 Reduced 20.29%
21,783 $204,000
Q4 2020

Feb 11, 2021

BUY
$5.82 - $8.08 $26,801 - $37,208
4,605 Added 20.27%
27,328 $228,000
Q3 2020

Nov 12, 2020

BUY
$5.03 - $6.33 $71,380 - $89,829
14,191 Added 166.33%
22,723 $145,000
Q2 2020

Aug 13, 2020

BUY
$3.73 - $6.8 $31,824 - $58,017
8,532 New
8,532 $57,000

Others Institutions Holding SNFCA

About SECURITY NATIONAL FINANCIAL CORP


  • Ticker SNFCA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Mortgage Finance
  • Shares Outstandng 18,717,500
  • Market Cap $149M
  • Description
  • Security National Financial Corporation engages in the life insurance, cemetery and mortuary, and mortgage businesses. The company's Life Insurance segment is involved in selling and servicing lines of life insurance, annuity products, and accident and health insurance. It offers various life insurance products, including funeral plans and inter...
More about SNFCA
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