Soltis Investment Advisors LLC SNFCA Holdings History
Soltis Investment Advisors LLC's Security National Financial Corp Holding Summary
As of 2025-03-31, Soltis Investment Advisors LLC held 2.57 Mil shares of Security National Financial Corp(SNFCA), totaling $31.04 Mil. This investment constitutes 2.77% of their stock portfolio, and Soltis Investment Advisors LLC now holds 10.87% of the outstanding Security National Financial Corp(SNFCA) stock.
The initial trade took place in 2019Q4. And since then Soltis Investment Advisors LLC has made 10 purchases of SNFCA, at an average price of $6.04, for a total of 6.75 Mil shares. In addition, there have been 11 sales at an average price of $7.98 for 4.19 Mil shares. Based on historical transaction data and SNFCA's current price of $10.25, Soltis Investment Advisors LLC's estimated gain on his SNFCA holdings is $18.93 Mil, reflecting a 46.38% gain to date.
Soltis Investment Advisors LLC SNFCA ($10.25) Holding Chart
Soltis Investment Advisors LLC SNFCA ($10.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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