SF
Safeguard Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.34M | Sell |
15,038
-248
| -2% | -$55.1K | 0.73% | 16 |
|
|
2024
Q4 | $3.83M | Buy |
15,286
+552
| +4% | +$138K | 0.83% | 14 |
|
|
2024
Q3 | $3.43M | Buy |
14,734
+2,223
| +18% | +$518K | 0.81% | 14 |
|
|
2024
Q2 | $2.64M | Buy |
12,511
+1,856
| +17% | +$391K | 0.73% | 15 |
|
|
2024
Q1 | $1.83M | Sell |
10,655
-1,032
| -9% | -$177K | 0.6% | 19 |
|
|
2023
Q4 | $2.25M | Sell |
11,687
-488
| -4% | -$94K | 0.85% | 15 |
|
|
2023
Q3 | $2.08M | Buy |
12,175
+799
| +7% | +$137K | 1.01% | 13 |
|
|
2023
Q2 | $2.21M | Sell |
11,376
-263
| -2% | -$51K | 1.06% | 13 |
|
|
2023
Q1 | $1.92M | Buy |
11,639
+6,689
| +135% | +$1.1M | 1.17% | 14 |
|
|
2022
Q4 | $643K | Sell |
4,950
-631
| -11% | -$82K | 0.46% | 37 |
|
|
2022
Q3 | $771K | Buy |
5,581
+2,169
| +64% | +$300K | 0.71% | 25 |
|
|
2022
Q2 | $466K | Sell |
3,412
-287
| -8% | -$39.2K | 0.56% | 28 |
|
|
2022
Q1 | $646K | Buy |
+3,699
| New | +$646K | 0.97% | 24 |
|