SFO
Standard Family Office’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Hold |
1,996
| – | – | 0.48% | 5 |
|
|
2025
Q1 | $443K | Sell |
1,996
-1,497
| -43% | -$333K | 0.58% | 3 |
|
|
2024
Q4 | $875K | Hold |
3,493
| – | – | 1.06% | 3 |
|
|
2024
Q3 | $814K | Hold |
3,493
| – | – | 0.99% | 3 |
|
|
2024
Q2 | $736K | Hold |
3,493
| – | – | 0.95% | 3 |
|
|
2024
Q1 | $599K | Buy |
+3,493
| New | +$599K | 0.8% | 5 |
|
|
2022
Q4 | – | Sell |
-8,008
| Closed | -$1.11M | – | 11 |
|
|
2022
Q3 | $1.11M | Buy |
+8,008
| New | +$1.11M | 0.49% | 7 |
|
|
2021
Q4 | – | Sell |
-2,660
| Closed | -$376K | – | 209 |
|
|
2021
Q3 | $376K | Sell |
2,660
-15,764
| -86% | -$2.23M | 0.11% | 7 |
|
|
2021
Q2 | $2.52M | Buy |
18,424
+2,614
| +17% | +$358K | 0.52% | 12 |
|
|
2021
Q1 | $1.93M | Sell |
15,810
-2,660
| -14% | -$325K | 0.46% | 15 |
|
|
2020
Q4 | $2.45M | Buy |
+18,470
| New | +$2.45M | 0.59% | 11 |
|