Sovereign Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
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|
2025
Q1 | $12.6M | Buy |
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|
2024
Q4 | $13.6M | Buy |
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|
2024
Q3 | $12.5M | Sell |
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|
2024
Q2 | $11.4M | Sell |
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|
2024
Q1 | $9.33M | Buy |
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|
2023
Q4 | $9.74M | Buy |
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|
2023
Q3 | $8.44M | Sell |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $9.2M | Sell |
|
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|
2022
Q4 | $7.87M | Buy |
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|
2022
Q3 | $7.12M | Buy |
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|
2022
Q2 | $7M | Sell |
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|
2022
Q1 | $8.97M | Buy |
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|
2021
Q4 | $8.15M | Buy |
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|
2021
Q3 | $4.81M | Sell |
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|
2021
Q2 | $4.59M | Hold |
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|
2021
Q1 | $4.59M | Buy |
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|
2020
Q4 | $3.85M | Buy |
|