DFG
Dupree Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Sell |
18,818
-570
| -3% | -$117K | 1.52% | 27 |
|
|
2025
Q1 | $4.31M | Sell |
19,388
-225
| -1% | -$50K | 1.75% | 20 |
|
|
2024
Q4 | $4.91M | Buy |
19,613
+305
| +2% | +$76.4K | 2.24% | 18 |
|
|
2024
Q3 | $4.5M | Sell |
19,308
-453
| -2% | -$106K | 1.8% | 21 |
|
|
2024
Q2 | $4.16M | Sell |
19,761
-806
| -4% | -$170K | 1.89% | 20 |
|
|
2024
Q1 | $3.53M | Sell |
20,567
-160
| -0.8% | -$27.4K | 1.57% | 25 |
|
|
2023
Q4 | $3.99M | Buy |
+20,727
| New | +$3.99M | 1.95% | 24 |
|