Southern Capital 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 | $4.13M | Buy |
20,120
+484
| +2% | +$99.3K | 2.11% | 13 |
|
|
2025
Q1 | $4.36M | Sell |
19,636
-280
| -1% | -$62.2K | 2.42% | 11 |
|
|
2024
Q4 | $4.99M | Sell |
19,916
-416
| -2% | -$104K | 2.76% | 8 |
|
|
2024
Q3 | $4.74M | Buy |
20,332
+19
| +0.1% | +$4.43K | 2.67% | 9 |
|
|
2024
Q2 | $4.28M | Sell |
20,313
-685
| -3% | -$144K | 2.63% | 9 |
|
|
2024
Q1 | $3.6M | Buy |
20,998
+328
| +2% | +$56.2K | 2.19% | 10 |
|
|
2023
Q4 | $3.98M | Sell |
20,670
-339
| -2% | -$65.3K | 2.83% | 9 |
|
|
2023
Q3 | $3.6M | Sell |
21,009
-1,364
| -6% | -$234K | 2.99% | 7 |
|
|
2023
Q2 | $4.34M | Sell |
22,373
-1,255
| -5% | -$243K | 3.32% | 7 |
|
|
2023
Q1 | $3.9M | Sell |
23,628
-1,218
| -5% | -$201K | 2.88% | 9 |
|
|
2022
Q4 | $3.23M | Sell |
24,846
-129
| -0.5% | -$16.8K | 2.5% | 10 |
|
|
2022
Q3 | $3.45M | Buy |
24,975
+694
| +3% | +$95.9K | 2.82% | 9 |
|
|
2022
Q2 | $3.32M | Buy |
24,281
+1,158
| +5% | +$158K | 2.63% | 9 |
|
|
2022
Q1 | $4.04M | Sell |
23,123
-990
| -4% | -$173K | 2.76% | 9 |
|
|
2021
Q4 | $4.28M | Buy |
+24,113
| New | +$4.28M | 2.65% | 10 |
|