SFS
Sowell Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.8M | Buy |
403,635
+3,892
| +1% | +$799K | 3.37% | 1 |
|
|
2025
Q1 | $88.8M | Buy |
399,743
+2,247
| +0.6% | +$499K | 4.04% | 1 |
|
|
2024
Q4 | $99.5M | Sell |
397,496
-5,143
| -1% | -$1.29M | 5.23% | 1 |
|
|
2024
Q3 | $93.8M | Sell |
402,639
-591
| -0.1% | -$138K | 4.36% | 1 |
|
|
2024
Q2 | $84.9M | Buy |
403,230
+14,895
| +4% | +$3.14M | 4.06% | 1 |
|
|
2024
Q1 | $66.6M | Sell |
388,335
-16,974
| -4% | -$2.91M | 3.14% | 1 |
|
|
2023
Q4 | $78M | Buy |
405,309
+819
| +0.2% | +$158K | 4.23% | 1 |
|
|
2023
Q3 | $69.3M | Sell |
404,490
-17,134
| -4% | -$2.93M | 4.35% | 1 |
|
|
2023
Q2 | $81.8M | Buy |
421,624
+106,451
| +34% | +$20.6M | 4.56% | 1 |
|
|
2023
Q1 | $52M | Sell |
315,173
-109,346
| -26% | -$18M | 4.01% | 1 |
|
|
2022
Q4 | $55.2M | Buy |
+424,519
| New | +$55.2M | 3.57% | 2 |
|
|
2022
Q2 | – | Sell |
-98,857
| Closed | -$15.8M | – | 278 |
|
|
2022
Q1 | $15.8M | Sell |
98,857
-246,057
| -71% | -$39.3M | 2.76% | 7 |
|
|
2021
Q4 | $61.2M | Buy |
344,914
+4,154
| +1% | +$738K | 3.51% | 2 |
|
|
2021
Q3 | $48.2M | Sell |
340,760
-9,215
| -3% | -$1.3M | 3.26% | 2 |
|
|
2021
Q2 | $47.9M | Sell |
349,975
-185,039
| -35% | -$25.3M | 3.18% | 1 |
|
|
2021
Q1 | $69.4M | Buy |
535,014
+11,845
| +2% | +$1.54M | 2.42% | 2 |
|
|
2020
Q4 | $69.4M | Sell |
523,169
-3,869
| -0.7% | -$513K | 2.97% | 1 |
|
|
2020
Q3 | $61M | Buy |
527,038
+396,733
| +304% | +$45.9M | 3.05% | 1 |
|
|
2020
Q2 | $47.5M | Buy |
130,305
+12,034
| +10% | +$4.39M | 2.61% | 1 |
|
|
2020
Q1 | $30.1M | Sell |
118,271
-1,437
| -1% | -$365K | 2.23% | 2 |
|
|
2019
Q4 | $35.2M | Sell |
119,708
-1,587
| -1% | -$466K | 2.68% | 2 |
|
|
2019
Q3 | $27.2M | Buy |
+121,295
| New | +$27.2M | 2.24% | 4 |
|
|
2019
Q1 | $19.4M | Buy |
102,027
+8,146
| +9% | +$1.55M | 2.16% | 4 |
|
|
2018
Q4 | $14.8M | Buy |
93,881
+7,256
| +8% | +$1.14M | 2.1% | 5 |
|
|
2018
Q3 | $19.6M | Buy |
86,625
+528
| +0.6% | +$119K | 2.84% | 4 |
|
|
2018
Q2 | $18M | Buy |
86,097
+10,080
| +13% | +$2.11M | 3.82% | 3 |
|
|
2018
Q1 | $13.4M | Sell |
76,017
-493
| -0.6% | -$87K | 3.35% | 3 |
|
|
2017
Q4 | $13.7M | Buy |
76,510
+1,695
| +2% | +$304K | 3.35% | 3 |
|
|
2017
Q3 | $12.5M | Buy |
74,815
+1,101
| +1% | +$184K | 3.26% | 3 |
|
|
2017
Q2 | $11.8M | Buy |
73,714
+5,171
| +8% | +$828K | 3.35% | 3 |
|
|
2017
Q1 | $10.5M | Buy |
68,543
+16,710
| +32% | +$2.56M | 3.1% | 3 |
|
|
2016
Q4 | $7M | Buy |
+51,833
| New | +$7M | 2.34% | 4 |
|