SOLTIS INVESTMENT ADVISORS LLC – Security National Financial Corporation Transaction History
SOLTIS INVESTMENT ADVISORS LLC portfolio value:
$19.34M
portfolio value
SOLTIS INVESTMENT ADVISORS LLC quarter portfolio value change:
-24.94%
quarter
Security National Financial Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.72% | 137.19K shares | -5.26M | $6.35 | 3.04M |
| Q2 2022 | share | Decrease | -5.35% | -164.51K shares | -4.66M | $8.46 | 2.90M |
| Q1 2022 | share | Increase | +4.39% | 123.01K shares | 3.47M | $10 | 2.92M |
| Q4 2021 | share | Decrease | -1.26% | -35.66K shares | 2.42M | $9.3 | 2.80M |
| Q3 2021 | share | Increase | +2.52% | 69.92K shares | 290K | $8.23 | 2.83M |
| Q2 2021 | share | Increase | +1.78% | 48.51K shares | -1.15M | $8.33 | 2.77M |
| Q1 2021 | share | Increase | +2.38% | 63.20K shares | 3.09M | $8.9 | 2.72M |
| Q4 2020 | share | Increase | +9.36% | 227.62K shares | 6.32M | $7.95 | 2.65M |
| Q3 2020 | share | Increase | +3.29% | 77.41K shares | 67K | $6.1 | 2.43M |
| Q2 2020 | share | Increase | +3.72% | 84.36K shares | 5.74M | $6.27 | 2.35M |
| Q1 2020 | share | Decrease | -0.84% | -19.30K shares | -2.84M | $3.97 | 2.26M |
| Q4 2019 | share | Increase | 0.00% | 2.28M shares | 11.84M | $5.18 | 2.28M |