Financial Advocates Investment Management’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,898
| Closed | -$577K | – | 481 |
|
|
2025
Q2 | $577K | Sell |
1,898
-3,144
| -62% | -$901K | 0.05% | 331 |
|
|
2025
Q1 | $1.35M | Sell |
5,042
-73
| -1% | -$19.9K | 0.09% | 218 |
|
|
2024
Q4 | $1.26M | Buy |
5,115
+1,967
| +62% | +$468K | 0.07% | 249 |
|
|
2024
Q3 | $721K | Sell |
3,148
-23
| -0.7% | -$4.89K | 0.04% | 374 |
|
|
2024
Q2 | $640K | Sell |
3,171
-207
| -6% | -$39.1K | 0.04% | 377 |
|
|
2024
Q1 | $659K | Buy |
3,378
+40
| +1% | +$7.11K | 0.04% | 399 |
|
|
2023
Q4 | $516K | Buy |
3,338
+113
| +4% | +$16.3K | 0.03% | 421 |
|
|
2023
Q3 | $417K | Buy |
3,225
+313
| +11% | +$42.6K | 0.03% | 456 |
|
|
2023
Q2 | $398K | Buy |
2,912
+226
| +8% | +$29.9K | 0.03% | 450 |
|
|
2023
Q1 | $340K | Buy |
+2,686
| New | +$315K | 0.02% | 516 |
|
|
2022
Q4 | – | Sell |
-3,040
| Closed | -$220K | – | 850 |
|
|
2022
Q3 | $220K | Sell |
3,040
-27
| -0.9% | -$2.38K | 0.02% | 642 |
|
|
2022
Q2 | $278K | Buy |
3,067
+41
| +1% | +$4.1K | 0.02% | 532 |
|
|
2022
Q1 | $336K | Sell |
3,026
-3,591
| -54% | -$437K | 0.02% | 545 |
|
|
2021
Q4 | $850K | Buy |
6,617
+2,986
| +82% | +$417K | 0.05% | 356 |
|
|
2021
Q3 | $491K | Buy |
3,631
+422
| +13% | +$61.3K | 0.03% | 477 |
|
|
2021
Q2 | $450K | Sell |
3,209
-1,807
| -36% | -$252K | 0.03% | 497 |
|
|
2021
Q1 | $557K | Buy |
5,016
+1,820
| +57% | +$231K | 0.04% | 456 |
|
|
2020
Q4 | $416K | Sell |
3,196
-554
| -15% | -$71.5K | 0.03% | 486 |
|
|
2020
Q3 | $584K | Hold |
3,750
| – | – | 0.05% | 346 |
|
|
2020
Q2 | $525K | Buy |
3,750
+34
| +0.9% | +$4.19K | 0.05% | 351 |
|
|
2020
Q1 | $411K | Sell |
3,716
-1,630
| -30% | -$206K | 0.06% | 309 |
|
|
2019
Q4 | $716K | Buy |
5,346
+8
| +0.1% | +$1.05K | 0.08% | 257 |
|
|
2019
Q3 | $629K | Hold |
5,338
| – | – | 0.07% | 259 |
|
|
2019
Q2 | $730K | Buy |
5,338
+144
| +3% | +$17.9K | 0.08% | 220 |
|
|
2019
Q1 | $600K | Sell |
5,194
-236
| -4% | -$25.1K | 0.07% | 242 |
|
|
2018
Q4 | $541K | Sell |
5,430
-244
| -4% | -$26K | 0.07% | 236 |
|
|
2018
Q3 | $698K | Sell |
5,674
-103
| -2% | -$12.2K | 0.08% | 235 |
|
|
2018
Q2 | $666K | Buy |
5,777
+77
| +1% | +$8.69K | 0.08% | 226 |
|
|
2018
Q1 | $600K | Sell |
5,700
-205
| -3% | -$22.1K | 0.08% | 230 |
|
|
2017
Q4 | $663K | Buy |
+5,905
| New | +$668K | 0.09% | 219 |
|
Other funds holding SAP
WPL
HL
Financial Advocates Investment Management's SAP Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of SAP (SAP) in Q3 2025, closing a stake of 1,898 shares — an estimated $577K sold.
Financial Advocates Investment Management first reported a position in SAP in Q4 2017 and held it in 30 quarters. The position peaked at $1.35M in Q1 2025. 930 funds tracked by Wall St. Rank hold SAP as of Q3 2025.
- Financial Advocates Investment Management reported no remaining SAP position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 1,898 SAP shares in Q3 2025, an estimated $577K.
- Financial Advocates Investment Management first reported a position in SAP in Q4 2017 and held it in 30 quarters.
- Financial Advocates Investment Management's SAP position peaked at $1.35M in Q1 2025.
- 930 funds tracked by Wall St. Rank held SAP as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.