Soltis Investment Advisors LLC Security National Financial Corp Transaction History

Soltis Investment Advisors LLC

  • $941 Million
  • Q2 2024

A detailed history of Soltis Investment Advisors LLC transactions in Security National Financial Corp stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 2,791,828 shares of SNFCA stock, worth $29.5 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares
2,791,828
Previous 2,917,170 4.3%
Holding current value
$29.5 Million
Previous $23.1 Million 3.33%
% of portfolio
2.37%
Previous 2.6%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$6.5 - $8.4 $814,723 - $1.05 Million
-125,342 Reduced 4.3%
2,791,828 $22.3 Million
Q1 2024

Apr 29, 2024
SELL
$7.62 - $9.04 $122,110 - $144,866
-16,025 Reduced 0.55%
2,917,170 $23.1 Million
Q4 2023

Jan 26, 2024
BUY
$6.89 - $9.6 $20.2 Million - $28.2 Million
2,933,195 New
2,933,195 $26.4 Million
Q2 2023

Aug 08, 2023
BUY
$6.33 - $8.87 $407,677 - $571,263
64,404 Added 2.19%
3,006,872 $26.7 Million
Q1 2023

May 03, 2023
SELL
$6.0 - $7.55 $426,996 - $537,303
-71,166 Reduced 2.36%
2,942,468 $18.3 Million
Q4 2022

Feb 09, 2023
SELL
$5.58 - $7.57 $182,426 - $247,486
-32,693 Reduced 1.07%
3,013,634 $22 Million
Q3 2022

Nov 14, 2022
BUY
$5.65 - $8.61 $775,163 - $1.18 Million
137,197 Added 4.72%
3,046,327 $19.3 Million
Q2 2022

Aug 11, 2022
SELL
$7.84 - $9.87 $142,288 - $179,130
-18,149 Reduced 0.62%
2,909,130 $24.6 Million
Q1 2022

May 06, 2022
BUY
$8.53 - $9.86 $1.05 Million - $1.21 Million
123,015 Added 4.39%
2,927,279 $29.3 Million
Q4 2021

Feb 09, 2022
SELL
$7.81 - $9.17 $278,520 - $327,020
-35,662 Reduced 1.26%
2,804,264 $25.8 Million
Q3 2021

Nov 09, 2021
BUY
$7.68 - $8.86 $1.55 Million - $1.79 Million
201,830 Added 7.65%
2,839,926 $23.4 Million
Q2 2021

Aug 04, 2021
BUY
$7.06 - $8.69 $326,200 - $401,512
46,204 Added 1.78%
2,638,096 $23.1 Million
Q1 2021

May 11, 2021
BUY
$7.69 - $9.56 $462,907 - $575,473
60,196 Added 2.38%
2,591,892 $24.2 Million
Q4 2020

Feb 10, 2021
BUY
$5.82 - $8.08 $1.26 Million - $1.75 Million
216,783 Added 9.36%
2,531,696 $21.1 Million
Q3 2020

Oct 28, 2020
BUY
$5.03 - $6.33 $645,791 - $812,696
128,388 Added 5.87%
2,314,913 $14.8 Million
Q2 2020

Aug 12, 2020
BUY
$3.73 - $6.8 $292,398 - $533,058
78,391 Added 3.72%
2,186,525 $14.7 Million
Q1 2020

May 07, 2020
BUY
$3.41 - $5.74 $284,073 - $478,176
83,306 Added 4.11%
2,108,134 $9 Million
Q4 2019

Feb 12, 2020
BUY
$4.36 - $5.47 $8.83 Million - $11.1 Million
2,024,828 New
2,024,828 $11.8 Million

Others Institutions Holding SNFCA

# of Institutions
53
Shares Held
10M
Call Options Held
0
Put Options Held
0
View Full List

About SECURITY NATIONAL FINANCIAL CORP

SNFCA Quotes by TradingView
  • Ticker SNFCA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Mortgage Finance
  • Shares Outstandng 18,717,500
  • Market Cap $198M
  • 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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