SFG
Sterling Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
53,042
+42
| +0.1% | +$8.62K | 3.65% | 10 |
|
|
2025
Q1 | $11.8M | Sell |
53,000
-557
| -1% | -$124K | 4.24% | 10 |
|
|
2024
Q4 | $13.4M | Sell |
53,557
-196
| -0.4% | -$49.1K | 4.99% | 7 |
|
|
2024
Q3 | $12.5M | Sell |
53,753
-60
| -0.1% | -$14K | 5.35% | 8 |
|
|
2024
Q2 | $11.3M | Sell |
53,813
-2,656
| -5% | -$559K | 5.14% | 8 |
|
|
2024
Q1 | $9.68M | Buy |
56,469
+7
| +0% | +$1.2K | 4.6% | 10 |
|
|
2023
Q4 | $10.9M | Sell |
56,462
-536
| -0.9% | -$103K | 6.45% | 7 |
|
|
2023
Q3 | $9.76M | Sell |
56,998
-420
| -0.7% | -$71.9K | 6.13% | 9 |
|
|
2023
Q2 | $11.1M | Sell |
57,418
-630
| -1% | -$122K | 7.39% | 7 |
|
|
2023
Q1 | $7.54M | Hold |
58,048
| – | – | 5.78% | 8 |
|
|
2022
Q4 | $7.54M | Buy |
+58,048
| New | +$7.54M | 5.78% | 8 |
|