SFG
Steward Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.97M | Sell |
11,486
-241
| -2% | -$41.3K | 0.63% | 16 |
|
|
2023
Q2 | $2.27M | Buy |
11,727
+1,123
| +11% | +$218K | 0.73% | 13 |
|
|
2023
Q1 | $1.75M | Buy |
10,604
+1,751
| +20% | +$289K | 0.58% | 15 |
|
|
2022
Q4 | $1.15M | Sell |
8,853
-151
| -2% | -$19.6K | 0.57% | 18 |
|
|
2022
Q3 | $1.24M | Buy |
9,004
+1,116
| +14% | +$154K | 0.92% | 12 |
|
|
2022
Q2 | $1.08M | Buy |
7,888
+339
| +4% | +$46.3K | 0.9% | 8 |
|
|
2022
Q1 | $1.32M | Sell |
7,549
-1,672
| -18% | -$292K | 1.17% | 5 |
|
|
2021
Q4 | $1.64M | Buy |
+9,221
| New | +$1.64M | 1.51% | 4 |
|