SFG
Socha Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
1,349
+1
| +0.1% | +$205 | 0.12% | 18 |
|
|
2025
Q1 | $299K | Sell |
1,348
-158
| -10% | -$35.1K | 0.15% | 17 |
|
|
2024
Q4 | $377K | Buy |
1,506
+101
| +7% | +$25.3K | 0.18% | 16 |
|
|
2024
Q3 | $327K | Buy |
1,405
+2
| +0.1% | +$466 | 0.14% | 15 |
|
|
2024
Q2 | $296K | Sell |
1,403
-9,602
| -87% | -$2.02M | 0.14% | 15 |
|
|
2024
Q1 | $1.89M | Buy |
11,005
+5,581
| +103% | +$957K | 0.83% | 10 |
|
|
2023
Q4 | $1.04M | Buy |
5,424
+3
| +0.1% | +$578 | 0.5% | 11 |
|
|
2023
Q3 | $928K | Sell |
5,421
-37
| -0.7% | -$6.34K | 0.49% | 11 |
|
|
2023
Q2 | $1.06M | Buy |
5,458
+3,709
| +212% | +$719K | 0.56% | 11 |
|
|
2023
Q1 | $288K | Buy |
1,749
+49
| +3% | +$8.08K | 0.19% | 15 |
|
|
2022
Q4 | $221K | Buy |
1,700
+2
| +0.1% | +$260 | 0.16% | 23 |
|
|
2022
Q3 | $235K | Buy |
1,698
+2
| +0.1% | +$276 | 0.2% | 17 |
|
|
2022
Q2 | $232K | Buy |
1,696
+20
| +1% | +$2.73K | 0.24% | 14 |
|
|
2022
Q1 | $293K | Sell |
1,676
-199
| -11% | -$34.8K | 0.24% | 13 |
|
|
2021
Q4 | $333K | Buy |
+1,875
| New | +$333K | 0.25% | 14 |
|