SFG
SevenBridge Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $26M | Sell |
123,456
-12,938
| -9% | -$2.73M | 5.12% | 1 |
|
|
2024
Q4 | $31.7M | Sell |
136,394
-8,440
| -6% | -$1.96M | 6% | 1 |
|
|
2024
Q3 | $32.5M | Buy |
144,834
+156
| +0.1% | +$35K | 6.26% | 1 |
|
|
2024
Q2 | $30M | Buy |
144,678
+259
| +0.2% | +$53.7K | 6.63% | 1 |
|
|
2024
Q1 | $26.5M | Sell |
144,419
-2,590
| -2% | -$475K | 6% | 1 |
|
|
2023
Q4 | $28.3M | Sell |
147,009
-205
| -0.1% | -$39.5K | 6.69% | 1 |
|
|
2023
Q3 | $25.2M | Buy |
147,214
+1,041
| +0.7% | +$178K | 6.51% | 1 |
|
|
2023
Q2 | $28.4M | Sell |
146,173
-967
| -0.7% | -$188K | 7.32% | 1 |
|
|
2023
Q1 | $24.3M | Sell |
147,140
-219
| -0.1% | -$36.1K | 6.69% | 1 |
|
|
2022
Q4 | $19.1M | Buy |
147,359
+1,346
| +0.9% | +$175K | 5.6% | 1 |
|
|
2022
Q3 | $20.2M | Buy |
146,013
+156
| +0.1% | +$21.6K | 6.84% | 1 |
|
|
2022
Q2 | $19.9M | Buy |
145,857
+545
| +0.4% | +$74.5K | 8.06% | 1 |
|
|
2022
Q1 | $25.4M | Sell |
145,312
-5,749
| -4% | -$1M | 8.91% | 1 |
|
|
2021
Q4 | $26.8M | Buy |
151,061
+731
| +0.5% | +$130K | 8.11% | 1 |
|
|
2021
Q3 | $21.3M | Sell |
150,330
-2,185
| -1% | -$309K | 7.09% | 1 |
|
|
2021
Q2 | $20.9M | Buy |
152,515
+3,147
| +2% | +$431K | 6.81% | 1 |
|
|
2021
Q1 | $18.2M | Buy |
149,368
+1,638
| +1% | +$200K | 6.64% | 1 |
|
|
2020
Q4 | $19.6M | Buy |
147,730
+248
| +0.2% | +$32.9K | 7.66% | 1 |
|
|
2020
Q3 | $17.1M | Buy |
147,482
+106,288
| +258% | +$12.3M | 7.77% | 1 |
|
|
2020
Q2 | $15M | Sell |
41,194
-935
| -2% | -$341K | 7.46% | 1 |
|
|
2020
Q1 | $10.7M | Sell |
42,129
-1,410
| -3% | -$359K | 6.2% | 1 |
|
|
2019
Q4 | $12.8M | Sell |
43,539
-438
| -1% | -$129K | 3.34% | 1 |
|
|
2019
Q3 | $9.85M | Buy |
43,977
+61
| +0.1% | +$13.7K | 5.18% | 1 |
|
|
2019
Q2 | $8.69M | Sell |
43,916
-1,930
| -4% | -$382K | 3.11% | 2 |
|
|
2019
Q1 | $8.71M | Buy |
45,846
+156
| +0.3% | +$29.6K | 3.27% | 1 |
|
|
2018
Q4 | $7.21M | Sell |
45,690
-4,610
| -9% | -$727K | 4.41% | 1 |
|
|
2018
Q3 | $11.4M | Sell |
50,300
-724
| -1% | -$163K | 6.04% | 1 |
|
|
2018
Q2 | $9.45M | Sell |
51,024
-5,364
| -10% | -$993K | 5.26% | 1 |
|
|
2018
Q1 | $9.46M | Sell |
56,388
-664
| -1% | -$111K | 5.43% | 1 |
|
|
2017
Q4 | $9.66M | Sell |
57,052
-358
| -0.6% | -$60.6K | 5.34% | 1 |
|
|
2017
Q3 | $8.85M | Buy |
57,410
+2,588
| +5% | +$399K | 5.07% | 1 |
|
|
2017
Q2 | $7.9M | Buy |
54,822
+204
| +0.4% | +$29.4K | 4.82% | 1 |
|
|
2017
Q1 | $7.83M | Sell |
54,618
-2,417
| -4% | -$346K | 5.14% | 1 |
|
|
2016
Q4 | $6.67M | Buy |
57,035
+4
| +0% | +$468 | 4.84% | 1 |
|
|
2016
Q3 | $6.67M | Buy |
57,031
+627
| +1% | +$73.3K | 4.86% | 1 |
|
|
2016
Q2 | $5.39M | Sell |
56,404
-39,943
| -41% | -$3.82M | 3.78% | 1 |
|
|
2016
Q1 | $884K | Buy |
+96,347
| New | +$884K | 0.08% | 46 |
|