SOAMC
Spirit of America Management Corp’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8M | Sell |
38,982
-5,200
| -12% | -$1.07M | 1.67% | 7 |
|
|
2025
Q1 | $9.81M | Sell |
44,182
-1,000
| -2% | -$222K | 1.99% | 10 |
|
|
2024
Q4 | $11.3M | Sell |
45,182
-200
| -0.4% | -$50.1K | 2.29% | 3 |
|
|
2024
Q3 | $10.6M | Sell |
45,382
-1,000
| -2% | -$233K | 2.11% | 8 |
|
|
2024
Q2 | $9.77M | Sell |
46,382
-600
| -1% | -$126K | 1.98% | 10 |
|
|
2024
Q1 | $8.06M | Sell |
46,982
-1,750
| -4% | -$300K | 1.62% | 12 |
|
|
2023
Q4 | $9.38M | Sell |
48,732
-300
| -0.6% | -$57.8K | 2.06% | 9 |
|
|
2023
Q3 | $8.39M | Sell |
49,032
-200
| -0.4% | -$34.2K | 1.9% | 14 |
|
|
2023
Q2 | $9.55M | Sell |
49,232
-100
| -0.2% | -$19.4K | 2.15% | 13 |
|
|
2023
Q1 | $8.13M | Sell |
49,332
-4,500
| -8% | -$742K | 1.82% | 15 |
|
|
2022
Q4 | $6.99M | Sell |
53,832
-1,400
| -3% | -$182K | 1.57% | 18 |
|
|
2022
Q3 | $7.63M | Sell |
55,232
-1,850
| -3% | -$256K | 1.81% | 14 |
|
|
2022
Q2 | $7.8M | Sell |
57,082
-2,500
| -4% | -$342K | 1.77% | 12 |
|
|
2022
Q1 | $10.4M | Sell |
59,582
-5,700
| -9% | -$995K | 2.03% | 12 |
|
|
2021
Q4 | $11.6M | Sell |
65,282
-1,550
| -2% | -$275K | 2.33% | 7 |
|
|
2021
Q3 | $9.46M | Sell |
66,832
-1,750
| -3% | -$248K | 2.04% | 10 |
|
|
2021
Q2 | $9.39M | Sell |
68,582
-4,500
| -6% | -$616K | 2.01% | 12 |
|
|
2021
Q1 | $8.93M | Sell |
73,082
-100
| -0.1% | -$12.2K | 2.11% | 10 |
|
|
2020
Q4 | $9.71M | Hold |
73,182
| – | – | 2.43% | 9 |
|
|
2020
Q3 | $8.48M | Buy |
73,182
+53,909
| +280% | +$6.24M | 2.31% | 10 |
|
|
2020
Q2 | $7.03M | Sell |
19,273
-100
| -0.5% | -$36.5K | 1.8% | 15 |
|
|
2020
Q1 | $4.93M | Sell |
19,373
-700
| -3% | -$178K | 1.58% | 16 |
|
|
2019
Q4 | $5.9M | Hold |
20,073
| – | – | 1.03% | 26 |
|
|
2019
Q3 | $4.5M | Sell |
20,073
-300
| -1% | -$67.2K | 0.73% | 42 |
|
|
2019
Q2 | $4.03M | Sell |
20,373
-1,047
| -5% | -$207K | 0.61% | 43 |
|
|
2019
Q1 | $4.07M | Sell |
21,420
-1,080
| -5% | -$205K | 0.59% | 40 |
|
|
2018
Q4 | $3.55M | Buy |
22,500
+565
| +3% | +$89.1K | 0.56% | 46 |
|
|
2018
Q3 | $4.95M | Sell |
21,935
-1,365
| -6% | -$308K | 0.62% | 48 |
|
|
2018
Q2 | $4.31M | Sell |
23,300
-100
| -0.4% | -$18.5K | 0.53% | 51 |
|
|
2018
Q1 | $3.93M | Buy |
23,400
+200
| +0.9% | +$33.6K | 0.52% | 55 |
|
|
2017
Q4 | $3.93M | Hold |
23,200
| – | – | 0.44% | 54 |
|
|
2017
Q3 | $3.58M | Hold |
23,200
| – | – | 0.38% | 55 |
|
|
2017
Q2 | $3.34M | Hold |
23,200
| – | – | 0.36% | 57 |
|
|
2017
Q1 | $3.33M | Hold |
23,200
| – | – | 0.35% | 64 |
|
|
2016
Q4 | $2.69M | Hold |
23,200
| – | – | 0.31% | 73 |
|
|
2016
Q3 | $2.62M | Sell |
23,200
-2,000
| -8% | -$226K | 0.34% | 69 |
|
|
2016
Q2 | $2.41M | Hold |
25,200
| – | – | 0.35% | 67 |
|
|
2016
Q1 | $2.75M | Hold |
25,200
| – | – | 0.49% | 55 |
|
|
2015
Q4 | $2.65M | Hold |
25,200
| – | – | 0.51% | 55 |
|
|
2015
Q3 | $2.78M | Hold |
25,200
| – | – | 0.58% | 48 |
|
|
2015
Q2 | $3.16M | Hold |
25,200
| – | – | 0.61% | 49 |
|
|
2015
Q1 | $3.14M | Hold |
25,200
| – | – | 0.66% | 42 |
|
|
2014
Q4 | $2.78M | Hold |
25,200
| – | – | 0.71% | 36 |
|
|
2014
Q3 | $2.54M | Hold |
25,200
| – | – | 0.77% | 30 |
|
|
2014
Q2 | $2.34M | Buy |
25,200
+21,400
| +563% | +$1.99M | 0.93% | 24 |
|
|
2014
Q1 | $2.04M | Buy |
+3,800
| New | +$2.04M | 0.84% | 27 |
|
|
2013
Q4 | – | Sell |
-3,800
| Closed | -$1.81M | – | 85 |
|
|
2013
Q3 | $1.81M | Hold |
3,800
| – | – | 0.67% | 40 |
|
|
2013
Q2 | $1.51M | Buy |
+3,800
| New | +$1.51M | 0.54% | 56 |
|