Souders Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
57,890
-840
| -1% | -$172K | 1.51% | 19 |
|
|
2025
Q1 | $13M | Sell |
58,730
-3,112
| -5% | -$691K | 1.82% | 15 |
|
|
2024
Q4 | $15.5M | Sell |
61,842
-11,645
| -16% | -$2.92M | 2.16% | 12 |
|
|
2024
Q3 | $17.1M | Sell |
73,487
-3,516
| -5% | -$819K | 2.39% | 10 |
|
|
2024
Q2 | $16.2M | Buy |
77,003
+2,283
| +3% | +$481K | 2.45% | 10 |
|
|
2024
Q1 | $12.8M | Buy |
74,720
+3,966
| +6% | +$680K | 2.02% | 11 |
|
|
2023
Q4 | $13.6M | Sell |
70,754
-6,188
| -8% | -$1.19M | 2.33% | 11 |
|
|
2023
Q3 | $13.2M | Sell |
76,942
-2,668
| -3% | -$457K | 2.53% | 11 |
|
|
2023
Q2 | $15.4M | Sell |
79,610
-2,591
| -3% | -$503K | 2.95% | 7 |
|
|
2023
Q1 | $13.6M | Buy |
82,201
+3,162
| +4% | +$521K | 2.88% | 8 |
|
|
2022
Q4 | $10.3M | Buy |
79,039
+124
| +0.2% | +$16.1K | 2.35% | 8 |
|
|
2022
Q3 | $10.9M | Sell |
78,915
-9,910
| -11% | -$1.37M | 2.96% | 7 |
|
|
2022
Q2 | $12.1M | Buy |
88,825
+9,902
| +13% | +$1.35M | 3.49% | 6 |
|
|
2022
Q1 | $13.8M | Sell |
78,923
-3,626
| -4% | -$633K | 3.98% | 4 |
|
|
2021
Q4 | $14.7M | Sell |
82,549
-1,774
| -2% | -$315K | 4.21% | 4 |
|
|
2021
Q3 | $11.9M | Buy |
84,323
+1,127
| +1% | +$159K | 3.85% | 5 |
|
|
2021
Q2 | $11.4M | Sell |
83,196
-4,953
| -6% | -$678K | 3.84% | 5 |
|
|
2021
Q1 | $10.8M | Sell |
88,149
-255
| -0.3% | -$31.1K | 4.22% | 4 |
|
|
2020
Q4 | $11.7M | Buy |
88,404
+908
| +1% | +$120K | 5.11% | 4 |
|
|
2020
Q3 | $10.1M | Sell |
87,496
-6,156
| -7% | -$714K | 4.8% | 4 |
|
|
2020
Q2 | $8.54M | Sell |
93,652
-4,164
| -4% | -$380K | 4.89% | 4 |
|
|
2020
Q1 | $6.22M | Buy |
+97,816
| New | +$6.22M | 5.49% | 4 |
|