Sovereign Investment Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,390
Closed -$2.35M 34
2024
Q4
$2.35M Buy
+9,390
New +$2.35M 0.7% 27