SBIA
Sheaff Brock Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $115M | Sell |
519,744
-17,046
| -3% | -$3.79M | 10.59% | 1 |
|
|
2024
Q4 | $134M | Sell |
536,790
-7,445
| -1% | -$1.86M | 11.69% | 1 |
|
|
2024
Q3 | $127M | Sell |
544,235
-6,994
| -1% | -$1.63M | 11.1% | 1 |
|
|
2024
Q2 | $116M | Sell |
551,229
-226,286
| -29% | -$47.7M | 10.77% | 1 |
|
|
2024
Q1 | $133M | Sell |
777,515
-13,207
| -2% | -$2.26M | 8.4% | 2 |
|
|
2023
Q4 | $152M | Sell |
790,722
-16,776
| -2% | -$3.23M | 11.78% | 1 |
|
|
2023
Q3 | $138M | Sell |
807,498
-7,829
| -1% | -$1.34M | 12.52% | 1 |
|
|
2023
Q2 | $158M | Sell |
815,327
-3,250
| -0.4% | -$630K | 13.32% | 1 |
|
|
2023
Q1 | $135M | Sell |
818,577
-2,156
| -0.3% | -$356K | 12.41% | 1 |
|
|
2022
Q4 | $107M | Sell |
820,733
-63,257
| -7% | -$8.22M | 10.51% | 1 |
|
|
2022
Q3 | $122M | Sell |
883,990
-55,113
| -6% | -$7.62M | 13.12% | 1 |
|
|
2022
Q2 | $128M | Sell |
939,103
-159,942
| -15% | -$21.9M | 10.72% | 1 |
|
|
2022
Q1 | $192M | Sell |
1,099,045
-32,012
| -3% | -$5.59M | 13.35% | 1 |
|
|
2021
Q4 | $201M | Buy |
1,131,057
+25,987
| +2% | +$4.61M | 13.44% | 1 |
|
|
2021
Q3 | $156M | Sell |
1,105,070
-140,097
| -11% | -$19.8M | 11.49% | 1 |
|
|
2021
Q2 | $171M | Buy |
1,245,167
+19,634
| +2% | +$2.69M | 12.27% | 1 |
|
|
2021
Q1 | $150M | Buy |
1,225,533
+4,880
| +0.4% | +$596K | 11.79% | 1 |
|
|
2020
Q4 | $162M | Buy |
1,220,653
+859
| +0.1% | +$114K | 13.56% | 1 |
|
|
2020
Q3 | $141M | Buy |
1,219,794
+916,801
| +303% | +$106M | 13.01% | 1 |
|
|
2020
Q2 | $111M | Buy |
302,993
+8,286
| +3% | +$3.02M | 10.94% | 1 |
|
|
2020
Q1 | $74.9M | Sell |
294,707
-27,831
| -9% | -$7.08M | 9.91% | 1 |
|
|
2019
Q4 | $94.7M | Buy |
322,538
+18,154
| +6% | +$5.33M | 9.2% | 1 |
|
|
2019
Q3 | $68.2M | Sell |
304,384
-5,288
| -2% | -$1.18M | 7.37% | 1 |
|
|
2019
Q2 | $61.3M | Sell |
309,672
-25,343
| -8% | -$5.02M | 6.59% | 1 |
|
|
2019
Q1 | $63.6M | Buy |
335,015
+18,407
| +6% | +$3.5M | 7.74% | 1 |
|
|
2018
Q4 | $49.9M | Sell |
316,608
-31,625
| -9% | -$4.99M | 7.85% | 1 |
|
|
2018
Q3 | $78.6M | Sell |
348,233
-26,847
| -7% | -$6.06M | 7.43% | 1 |
|
|
2018
Q2 | $69.4M | Sell |
375,080
-15,319
| -4% | -$2.84M | 6.78% | 1 |
|
|
2018
Q1 | $65.5M | Sell |
390,399
-1,063
| -0.3% | -$178K | 6.78% | 1 |
|
|
2017
Q4 | $66.2M | Buy |
391,462
+2,729
| +0.7% | +$462K | 8.59% | 1 |
|
|
2017
Q3 | $59.9M | Sell |
388,733
-8,208
| -2% | -$1.27M | 7.87% | 1 |
|
|
2017
Q2 | $57.2M | Sell |
396,941
-29,464
| -7% | -$4.24M | 7.53% | 1 |
|
|
2017
Q1 | $61.3M | Sell |
426,405
-127,717
| -23% | -$18.3M | 7.97% | 1 |
|
|
2016
Q4 | $64.2M | Sell |
554,122
-48,488
| -8% | -$5.62M | 8.12% | 1 |
|
|
2016
Q3 | $68.1M | Sell |
602,610
-56,274
| -9% | -$6.36M | 9.09% | 1 |
|
|
2016
Q2 | $63M | Sell |
658,884
-37,965
| -5% | -$3.63M | 7.99% | 1 |
|
|
2016
Q1 | $75.9M | Buy |
696,849
+624
| +0.1% | +$68K | 9.33% | 1 |
|
|
2015
Q4 | $73.3M | Buy |
+696,225
| New | +$73.3M | 8.3% | 1 |
|