SFG

Sage Financial Group’s Apple AAPL Stock Holding History

Sage Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-947	Closed	-$210K	–	102
2025 Q1	$210K	Sell	947 -30	-3%	-$6.66K	0.02%	100
2024 Q4	$245K	Hold	977	–	–	0.02%	95
2024 Q3	$228K	Hold	977	–	–	0.02%	100
2024 Q2	$206K	Buy	+977	New	+$206K	0.02%	101
2023 Q4	–	Sell	-1,397	Closed	-$239K	–	102
2023 Q3	$239K	Buy	+1,397	New	+$239K	0.03%	92
2023 Q1	–	Sell	-1,796	Closed	-$233K	–	96
2022 Q4	$233K	Hold	1,796	–	–	0.03%	91
2022 Q3	$248K	Sell	1,796 -244	-12%	-$33.7K	0.03%	79
2022 Q2	$279K	Buy	2,040 +1,548	+315%	+$212K	0.04%	75
2022 Q1	$86K	Hold	492	–	–	0.01%	57
2021 Q4	$87K	Hold	492	–	–	0.01%	56
2021 Q3	$70K	Hold	492	–	–	0.01%	52
2021 Q2	$67K	Hold	492	–	–	0.01%	51
2021 Q1	$60K	Hold	492	–	–	0.01%	48
2020 Q4	$65K	Hold	492	–	–	0.01%	51
2020 Q3	$57K	Buy	492 +369	+300%	+$42.8K	0.01%	49
2020 Q2	$45K	Hold	123	–	–	0.01%	51
2020 Q1	$31K	Hold	123	–	–	0.01%	52
2019 Q4	$36K	Buy	+123	New	+$36K	﹤0.01%	55
2019 Q3	–	Sell	-123	Closed	-$24K	–	66
2019 Q2	$24K	Sell	123 -80	-39%	-$15.6K	﹤0.01%	64
2019 Q1	$39K	Hold	203	–	–	0.01%	60
2018 Q4	$32K	Hold	203	–	–	0.01%	59
2018 Q3	$46K	Hold	203	–	–	0.01%	41
2018 Q2	$38K	Hold	203	–	–	0.01%	43
2018 Q1	$34K	Hold	203	–	–	0.01%	42
2017 Q4	$34K	Hold	203	–	–	0.01%	48
2017 Q3	$31K	Hold	203	–	–	0.01%	44
2017 Q2	$29K	Hold	203	–	–	0.01%	44
2017 Q1	$29K	Buy	+203	New	+$29K	0.01%	42
2016 Q4	–	Sell	-203	Closed	-$23K	–	48
2016 Q3	$23K	Hold	203	–	–	0.01%	39
2016 Q2	$19K	Hold	203	–	–	0.01%	37
2016 Q1	$22K	Hold	203	–	–	0.01%	40
2015 Q4	$21K	Hold	203	–	–	0.01%	58
2015 Q3	$22K	Hold	203	–	–	0.01%	37
2015 Q2	$25K	Hold	203	–	–	0.01%	36
2015 Q1	$25K	Hold	203	–	–	0.01%	34
2014 Q4	$22K	Hold	203	–	–	0.01%	40
2014 Q3	$20K	Hold	203	–	–	0.01%	31
2014 Q2	$19K	Buy	203 +174	+600%	+$16.3K	0.01%	32
2014 Q1	$16K	Buy	+29	New	+$16K	0.01%	34