Soltis Investment Advisors LLC - SECURITY NATL FINL CORP ownership

SECURITY NATL FINL CORP's ticker is SNFCA and the CUSIP is 814785309. A total of 27 filers reported holding SECURITY NATL FINL CORP in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of SECURITY NATL FINL CORP
ValueSharesWeighting
Q2 2023$26,670,959
+45.5%
3,006,872
+2.2%
3.10%
+32.9%
Q1 2023$18,331,575
-16.7%
2,942,468
-2.4%
2.33%
-19.5%
Q4 2022$21,999,527
+13.7%
3,013,634
-1.1%
2.90%
-0.5%
Q3 2022$19,344,000
-21.4%
3,046,327
+4.7%
2.91%
-18.6%
Q2 2022$24,611,000
-15.9%
2,909,130
-0.6%
3.57%
-12.1%
Q1 2022$29,273,000
+13.5%
2,927,279
+4.4%
4.07%
+11.8%
Q4 2021$25,799,000
+10.4%
2,804,264
-1.3%
3.64%
+0.5%
Q3 2021$23,373,000
+1.3%
2,839,926
+7.7%
3.62%
-1.1%
Q2 2021$23,083,000
-4.7%
2,638,096
+1.8%
3.66%
-17.2%
Q1 2021$24,234,000
+14.6%
2,591,892
+2.4%
4.42%
+12.8%
Q4 2020$21,140,000
+42.7%
2,531,696
+9.4%
3.92%
+12.6%
Q3 2020$14,815,000
+0.5%
2,314,913
+5.9%
3.48%
-9.0%
Q2 2020$14,748,000
+63.8%
2,186,525
+3.7%
3.82%
+36.9%
Q1 2020$9,002,000
-24.0%
2,108,134
+4.1%
2.80%
+22.5%
Q4 2019$11,845,0002,024,8282.28%
Other shareholders
SECURITY NATL FINL CORP shareholders Q1 2022
NameSharesValueWeighting ↓
M3F, Inc. 1,802,504$14,1324.72%
CARLSON CAPITAL L P 263,250$2,063,8800.16%
Physician Wealth Advisors, Inc. 34,780$272,3270.07%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 338,252$2,651,8960.06%
Empowered Funds, LLC 35,313$276,8540.01%
RITHOLTZ WEALTH MANAGEMENT 14,180$111,1720.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 31,407$246,2310.00%
BAILARD, INC. 12,772$100,1320.00%
Renaissance Technologies 208,403$1,6340.00%
Janney Montgomery Scott LLC 50,314$3940.00%
View complete list of SECURITY NATL FINL CORP shareholders