Current Value of Holding

$1.92M

Shares

203k

% of Portfolio

0.00%

Average Buy Price

$5.47

Avg closing price
Price range

47 Jim Simons Security National Financial Trades

Jim Simons's position in Security National Financial is currently worth $1.92M. That's 0.00% of their equity portfolio (1865th largest holding). The first Security National Financial trade was made in Q4 2014. Since then Jim Simons bought shares 28 more times and sold shares on eighteen occasions. The stake costed the investor $1.11M, netting the investor a gain of 73% so far.

Avg closing price
Price range
Sold 4.7% shares (-9.97k shares) Q2 2026
Avg closing price $9.54
Price range $9.01 - $9.93
Sold 4.0% shares (-8.82k shares) Q1 2026
Avg closing price $8.57
Price range $8.12 - $9.14
Sold 16.4% shares (-43.7k shares) Q4 2025
Avg closing price $8.07
Price range $7.39 - $8.99
Sold 6.5% shares (-18.3k shares) Q3 2025
Avg closing price $8.42
Price range $7.95 - $9.44
Increased shares by 4.9% (+13.4k shares) Q2 2025
Avg closing price $9.32
Price range $8.51 - $10.81
Sold 14.0% shares (-44k shares) Q1 2025
Avg closing price $11.92
Price range $10.77 - $12.82
Sold 10.9% shares (-38.7k shares) Q4 2024
Avg closing price $10.58
Price range $8.69 - $12.78
Increased shares by 10.0% (+32.1k shares) Q3 2024
Avg closing price $7.86
Price range $7.10 - $8.76
Increased shares by 43.8% (+98k shares) Q2 2024
Avg closing price $6.68
Price range $5.90 - $7.62
Sold 1.3% shares (-2.98k shares) Q1 2024
Avg closing price $7.41
Price range $6.91 - $8.20
Sold 1.4% shares (-3.31k shares) Q4 2023
Avg closing price $7.22
Price range $6.25 - $8.70
Increased shares by 6.0% (+12.9k shares) Q3 2023
Avg closing price $7.47
Price range $6.88 - $8.01
Sold 3.5% shares (-7.76k shares) Q2 2023
Avg closing price $6.68
Price range $5.47 - $7.67
Increased shares by 0.3% (+772 shares) Q1 2023
Avg closing price $5.97
Price range $5.18 - $6.52
Sold 4.6% shares (-10.8k shares) Q4 2022
Avg closing price $5.61
Price range $5.27 - $6.54
Sold 13.7% shares (-37.2k shares) Q3 2022
Avg closing price $6.48
Price range $5.38 - $7.44
Sold 3.6% shares (-10.2k shares) Q2 2022
Avg closing price $7.63
Price range $6.77 - $8.52
Sold 9.8% shares (-30.5k shares) Q1 2022
Avg closing price $7.92
Price range $7.37 - $8.51
Sold 10.9% shares (-38.1k shares) Q4 2021
Avg closing price $7.21
Price range $6.74 - $7.92
Sold 2.9% shares (-10.4k shares) Q3 2021
Avg closing price $7.12
Price range $6.63 - $7.65

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