CFGSD
Compass Financial Group (South Dakota)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
14,205
+32
| +0.2% | +$6.57K | 0.48% | 21 |
|
|
2025
Q1 | $3.15M | Buy |
14,173
+44
| +0.3% | +$9.77K | 0.6% | 19 |
|
|
2024
Q4 | $3.54M | Sell |
14,129
-121
| -0.8% | -$30.3K | 0.67% | 17 |
|
|
2024
Q3 | $3.32M | Sell |
14,250
-144
| -1% | -$33.6K | 0.65% | 17 |
|
|
2024
Q2 | $3.03M | Sell |
14,394
-499
| -3% | -$105K | 0.66% | 17 |
|
|
2024
Q1 | $2.55M | Buy |
14,893
+543
| +4% | +$93.1K | 0.59% | 19 |
|
|
2023
Q4 | $2.76M | Buy |
14,350
+4,097
| +40% | +$789K | 0.73% | 16 |
|
|
2023
Q3 | $1.76M | Sell |
10,253
-29
| -0.3% | -$4.97K | 0.53% | 19 |
|
|
2023
Q2 | $1.99M | Buy |
10,282
+31
| +0.3% | +$6.01K | 0.59% | 17 |
|
|
2023
Q1 | $1.69M | Buy |
10,251
+30
| +0.3% | +$4.95K | 0.55% | 15 |
|
|
2022
Q4 | $1.33M | Buy |
+10,221
| New | +$1.33M | 0.48% | 17 |
|