Sonora Investment Management Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.9M | Sell |
267,774
-4,595
| -2% | -$943K | 4.08% | 2 |
|
|
2025
Q1 | $60.5M | Sell |
272,369
-899
| -0.3% | -$200K | 4.79% | 1 |
|
|
2024
Q4 | $68.4M | Sell |
273,268
-1,678
| -0.6% | -$420K | 5.24% | 1 |
|
|
2024
Q3 | $64.1M | Sell |
274,946
-9,877
| -3% | -$2.3M | 4.75% | 1 |
|
|
2024
Q2 | $48.8M | Hold |
284,823
| – | – | 3.82% | 2 |
|
|
2024
Q1 | $48.8M | Sell |
284,823
-4,255
| -1% | -$730K | 3.82% | 2 |
|
|
2023
Q4 | $55.7M | Sell |
289,078
-26,208
| -8% | -$5.05M | 4.53% | 1 |
|
|
2023
Q3 | $54M | Sell |
315,286
-105
| -0% | -$18K | 4.62% | 1 |
|
|
2023
Q2 | $61.2M | Sell |
315,391
-556
| -0.2% | -$108K | 5.13% | 1 |
|
|
2023
Q1 | $52.1M | Sell |
315,947
-2,889
| -0.9% | -$476K | 4.54% | 1 |
|
|
2022
Q4 | $41.4M | Buy |
318,836
+16,405
| +5% | +$2.13M | 3.77% | 1 |
|
|
2022
Q3 | $41.3M | Buy |
302,431
+264
| +0.1% | +$36.1K | 5.31% | 1 |
|
|
2022
Q2 | $41.3M | Buy |
302,167
+5,272
| +2% | +$721K | 3.91% | 1 |
|
|
2022
Q1 | $51.8M | Buy |
296,895
+2,773
| +0.9% | +$484K | 5.87% | 1 |
|
|
2021
Q4 | $52.2M | Buy |
+294,122
| New | +$52.2M | 6.07% | 1 |
|