SFS
Security Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.83M | Buy |
43,027
+172
| +0.4% | +$35.3K | 1.56% | 21 |
|
|
2025
Q1 | $9.52M | Buy |
42,855
+129
| +0.3% | +$28.7K | 1.89% | 16 |
|
|
2024
Q4 | $10.7M | Buy |
42,726
+163
| +0.4% | +$40.8K | 2.18% | 12 |
|
|
2024
Q3 | $9.92M | Buy |
42,563
+244
| +0.6% | +$56.9K | 2.02% | 16 |
|
|
2024
Q2 | $8.91M | Buy |
42,319
+101
| +0.2% | +$21.3K | 1.94% | 15 |
|
|
2024
Q1 | $7.24M | Buy |
42,218
+229
| +0.5% | +$39.3K | 1.63% | 18 |
|
|
2023
Q4 | $8.08M | Buy |
41,989
+34
| +0.1% | +$6.55K | 1.98% | 12 |
|
|
2023
Q3 | $7.18M | Buy |
41,955
+1,268
| +3% | +$217K | 2.03% | 12 |
|
|
2023
Q2 | $7.89M | Buy |
40,687
+2,444
| +6% | +$474K | 2.24% | 11 |
|
|
2023
Q1 | $6.31M | Sell |
38,243
-65
| -0.2% | -$10.7K | 1.92% | 15 |
|
|
2022
Q4 | $4.98M | Buy |
38,308
+144
| +0.4% | +$18.7K | 1.54% | 19 |
|
|
2022
Q3 | $5.27M | Buy |
38,164
+271
| +0.7% | +$37.5K | 1.8% | 15 |
|
|
2022
Q2 | $5.18M | Hold |
37,893
| – | – | 1.65% | 13 |
|
|
2022
Q1 | $6.62M | Buy |
37,893
+143
| +0.4% | +$25K | 2.1% | 9 |
|
|
2021
Q4 | $6.7M | Buy |
+37,750
| New | +$6.7M | 2.24% | 9 |
|