SFG
Sovereign Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
57,874
+1,065
| +2% | +$219K | 2.45% | 7 |
|
|
2025
Q1 | $12.6M | Buy |
56,809
+2,593
| +5% | +$576K | 2.91% | 7 |
|
|
2024
Q4 | $13.6M | Buy |
54,216
+377
| +0.7% | +$94.4K | 3.12% | 7 |
|
|
2024
Q3 | $12.5M | Sell |
53,839
-464
| -0.9% | -$108K | 2.93% | 7 |
|
|
2024
Q2 | $11.4M | Sell |
54,303
-111
| -0.2% | -$23.4K | 2.85% | 7 |
|
|
2024
Q1 | $9.33M | Buy |
54,414
+3,825
| +8% | +$656K | 2.48% | 7 |
|
|
2023
Q4 | $9.74M | Buy |
50,589
+1,300
| +3% | +$250K | 2.97% | 7 |
|
|
2023
Q3 | $8.44M | Sell |
49,289
-7,368
| -13% | -$1.26M | 3% | 7 |
|
|
2023
Q2 | $11M | Buy |
56,657
+840
| +2% | +$163K | 3.58% | 5 |
|
|
2023
Q1 | $9.2M | Sell |
55,817
-4,781
| -8% | -$788K | 3.42% | 4 |
|
|
2022
Q4 | $7.87M | Buy |
60,598
+9,075
| +18% | +$1.18M | 3.1% | 3 |
|
|
2022
Q3 | $7.12M | Buy |
51,523
+320
| +0.6% | +$44.2K | 2.89% | 6 |
|
|
2022
Q2 | $7M | Sell |
51,203
-152
| -0.3% | -$20.8K | 2.76% | 5 |
|
|
2022
Q1 | $8.97M | Buy |
51,355
+5,451
| +12% | +$952K | 3.32% | 3 |
|
|
2021
Q4 | $8.15M | Buy |
45,904
+11,938
| +35% | +$2.12M | 3.27% | 3 |
|
|
2021
Q3 | $4.81M | Sell |
33,966
-3,588
| -10% | -$508K | 2.76% | 7 |
|
|
2021
Q2 | $4.59M | Hold |
37,554
| – | – | 2.78% | 5 |
|
|
2021
Q1 | $4.59M | Buy |
37,554
+8,547
| +29% | +$1.04M | 2.87% | 5 |
|
|
2020
Q4 | $3.85M | Buy |
+29,007
| New | +$3.85M | 2.77% | 5 |
|