SFI
SPC Financial Inc’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
71,013
+226
| +0.3% | +$46.4K | 1.22% | 26 |
|
|
2025
Q1 | $15.7M | Buy |
70,787
+372
| +0.5% | +$82.6K | 1.38% | 24 |
|
|
2024
Q4 | $17.6M | Buy |
70,415
+13,161
| +23% | +$3.3M | 1.54% | 22 |
|
|
2024
Q3 | $13.3M | Buy |
57,254
+5,493
| +11% | +$1.28M | 1.18% | 26 |
|
|
2024
Q2 | $10.9M | Sell |
51,761
-2,508
| -5% | -$528K | 1.01% | 27 |
|
|
2024
Q1 | $9.31M | Sell |
54,269
-2,059
| -4% | -$353K | 0.87% | 29 |
|
|
2023
Q4 | $10.8M | Buy |
56,328
+3,142
| +6% | +$605K | 1.11% | 26 |
|
|
2023
Q3 | $9.11M | Sell |
53,186
-621
| -1% | -$106K | 1.02% | 25 |
|
|
2023
Q2 | $10.4M | Buy |
53,807
+11,471
| +27% | +$2.23M | 1.13% | 24 |
|
|
2023
Q1 | $6.98M | Buy |
42,336
+1,326
| +3% | +$219K | 0.8% | 29 |
|
|
2022
Q4 | $5.33M | Sell |
41,010
-78
| -0.2% | -$10.1K | 0.63% | 33 |
|
|
2022
Q3 | $5.68M | Sell |
41,088
-666
| -2% | -$92K | 0.71% | 28 |
|
|
2022
Q2 | $5.71M | Buy |
41,754
+2,032
| +5% | +$278K | 0.7% | 29 |
|
|
2022
Q1 | $6.94M | Buy |
39,722
+2,045
| +5% | +$357K | 0.81% | 27 |
|
|
2021
Q4 | $6.69M | Buy |
37,677
+633
| +2% | +$112K | 0.75% | 29 |
|
|
2021
Q3 | $5.24M | Sell |
37,044
-946
| -2% | -$134K | 0.65% | 30 |
|
|
2021
Q2 | $5.2M | Buy |
37,990
+21,830
| +135% | +$2.99M | 0.63% | 31 |
|
|
2021
Q1 | $1.97M | Buy |
16,160
+184
| +1% | +$22.5K | 0.26% | 53 |
|
|
2020
Q4 | $2.12M | Buy |
15,976
+146
| +0.9% | +$19.4K | 0.3% | 54 |
|
|
2020
Q3 | $1.83M | Buy |
15,830
+12,405
| +362% | +$1.44M | 0.32% | 51 |
|
|
2020
Q2 | $1.25M | Buy |
3,425
+60
| +2% | +$21.9K | 0.26% | 59 |
|
|
2020
Q1 | $856K | Buy |
3,365
+281
| +9% | +$71.5K | 0.22% | 65 |
|
|
2019
Q4 | $906K | Hold |
3,084
| – | – | 0.17% | 72 |
|
|
2019
Q3 | $691K | Buy |
3,084
+78
| +3% | +$17.5K | 0.15% | 74 |
|
|
2019
Q2 | $595K | Sell |
3,006
-396
| -12% | -$78.4K | 0.12% | 87 |
|
|
2019
Q1 | $646K | Buy |
3,402
+110
| +3% | +$20.9K | 0.14% | 84 |
|
|
2018
Q4 | $519K | Sell |
3,292
-5,960
| -64% | -$940K | 0.14% | 78 |
|
|
2018
Q3 | $2.09M | Sell |
9,252
-3,054
| -25% | -$690K | 0.42% | 39 |
|
|
2018
Q2 | $2.28M | Sell |
12,306
-175
| -1% | -$32.4K | 0.5% | 38 |
|
|
2018
Q1 | $2.09M | Sell |
12,481
-426
| -3% | -$71.5K | 0.48% | 38 |
|
|
2017
Q4 | $2.18M | Buy |
12,907
+9
| +0.1% | +$1.52K | 0.51% | 37 |
|
|
2017
Q3 | $1.99M | Sell |
12,898
-732
| -5% | -$113K | 0.49% | 40 |
|
|
2017
Q2 | $1.96M | Sell |
13,630
-324
| -2% | -$46.7K | 0.52% | 40 |
|
|
2017
Q1 | $2.01M | Buy |
13,954
+911
| +7% | +$131K | 0.56% | 35 |
|
|
2016
Q4 | $1.51M | Buy |
13,043
+8,909
| +216% | +$1.03M | 0.46% | 40 |
|
|
2016
Q3 | $467K | Buy |
4,134
+473
| +13% | +$53.4K | 0.15% | 85 |
|
|
2016
Q2 | $350K | Sell |
3,661
-282
| -7% | -$27K | 0.13% | 94 |
|
|
2016
Q1 | $430K | Buy |
3,943
+100
| +3% | +$10.9K | 0.16% | 80 |
|
|
2015
Q4 | $405K | Sell |
3,843
-70
| -2% | -$7.38K | 0.16% | 80 |
|
|
2015
Q3 | $432K | Sell |
3,913
-140
| -3% | -$15.5K | 0.19% | 77 |
|
|
2015
Q2 | $508K | Buy |
4,053
+10
| +0.2% | +$1.25K | 0.14% | 83 |
|
|
2015
Q1 | $503K | Buy |
4,043
+175
| +5% | +$21.8K | 0.14% | 82 |
|
|
2014
Q4 | $427K | Buy |
3,868
+94
| +2% | +$10.4K | 0.12% | 79 |
|
|
2014
Q3 | $380K | Buy |
3,774
+1,457
| +63% | +$147K | 0.11% | 84 |
|
|
2014
Q2 | $215K | Buy |
+2,317
| New | +$215K | 0.06% | 102 |
|
|
2014
Q1 | – | Sell |
-430
| Closed | -$241K | – | 101 |
|
|
2013
Q4 | $241K | Buy |
430
+5
| +1% | +$2.8K | 0.08% | 96 |
|
|
2013
Q3 | $203K | Buy |
+425
| New | +$203K | 0.07% | 96 |
|