SFFS
Stonehage Fleming Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
+14,014
| New | +$2.88M | 0.08% | 35 |
|
|
2025
Q1 | – | Sell |
-19,098
| Closed | -$4.78M | – | 190 |
|
|
2024
Q4 | $4.78M | Sell |
19,098
-1,791
| -9% | -$449K | 0.13% | 28 |
|
|
2024
Q3 | $4.87M | Sell |
20,889
-279
| -1% | -$65K | 0.13% | 29 |
|
|
2024
Q2 | $4.46M | Buy |
+21,168
| New | +$4.46M | 0.12% | 29 |
|
|
2024
Q1 | – | Sell |
-25,625
| Closed | -$4.93M | – | 177 |
|
|
2023
Q4 | $4.93M | Sell |
25,625
-79,883
| -76% | -$15.4M | 0.14% | 27 |
|
|
2023
Q3 | $18.1M | Sell |
105,508
-14,196
| -12% | -$2.43M | 1.6% | 23 |
|
|
2023
Q2 | $22.6M | Buy |
+119,704
| New | +$22.6M | 0.83% | 22 |
|
|
2022
Q3 | – | Sell |
-136,758
| Closed | -$18.7M | – | 194 |
|
|
2022
Q2 | $18.7M | Buy |
136,758
+18,835
| +16% | +$2.58M | 0.75% | 26 |
|
|
2022
Q1 | $20.6M | Sell |
117,923
-60,236
| -34% | -$10.5M | 0.64% | 27 |
|
|
2021
Q4 | $31.6M | Buy |
178,159
+412
| +0.2% | +$73.2K | 0.87% | 25 |
|
|
2021
Q3 | $25.2M | Sell |
177,747
-3,674
| -2% | -$520K | 0.74% | 26 |
|
|
2021
Q2 | $24.8M | Sell |
181,421
-6,341
| -3% | -$868K | 0.73% | 28 |
|
|
2021
Q1 | $22.9M | Sell |
187,762
-15,985
| -8% | -$1.95M | 0.76% | 28 |
|
|
2020
Q4 | $27.1M | Buy |
203,747
+12,237
| +6% | +$1.62M | 0.91% | 26 |
|
|
2020
Q3 | $22.2M | Buy |
191,510
+180,558
| +1,649% | +$20.9M | 0.82% | 23 |
|
|
2020
Q2 | $3.98M | Sell |
10,952
-3,346
| -23% | -$1.22M | 0.27% | 25 |
|
|
2020
Q1 | $3.64M | Buy |
14,298
+554
| +4% | +$141K | 0.18% | 28 |
|
|
2019
Q4 | $4.03M | Sell |
13,744
-2,106
| -13% | -$617K | 0.18% | 29 |
|
|
2019
Q3 | $3.55M | Buy |
15,850
+3,764
| +31% | +$843K | 0.17% | 29 |
|
|
2019
Q2 | $2.39M | Sell |
12,086
-25,011
| -67% | -$4.95M | 0.12% | 33 |
|
|
2019
Q1 | $7.05K | Sell |
37,097
-9,193
| -20% | -$1.75K | 0.32% | 27 |
|
|
2018
Q4 | $7.3M | Buy |
46,290
+8,691
| +23% | +$1.37M | 0.41% | 24 |
|
|
2018
Q3 | $8.47M | Sell |
37,599
-17,422
| -32% | -$3.93M | 0.49% | 23 |
|
|
2018
Q2 | $10.2M | Buy |
55,021
+16,478
| +43% | +$3.05M | 0.47% | 27 |
|
|
2018
Q1 | $6.46M | Sell |
38,543
-24,369
| -39% | -$4.08M | 0.42% | 26 |
|
|
2017
Q4 | $10.7M | Sell |
62,912
-8,815
| -12% | -$1.49M | 0.58% | 28 |
|
|
2017
Q3 | $11.1M | Buy |
71,727
+14,877
| +26% | +$2.29M | 0.54% | 29 |
|
|
2017
Q2 | $8.19M | Sell |
56,850
-13,650
| -19% | -$1.97M | 0.5% | 33 |
|
|
2017
Q1 | $10.1M | Sell |
70,500
-70,683
| -50% | -$10.2M | 0.65% | 32 |
|
|
2016
Q4 | $16.4M | Buy |
141,183
+12,369
| +10% | +$1.44M | 1.03% | 25 |
|
|
2016
Q3 | $14.6M | Sell |
128,814
-14,589
| -10% | -$1.65M | 0.86% | 26 |
|
|
2016
Q2 | $13.7M | Buy |
143,403
+1,246
| +0.9% | +$119K | 0.9% | 27 |
|
|
2016
Q1 | $15.5M | Buy |
142,157
+19,586
| +16% | +$2.13M | 1.02% | 25 |
|
|
2015
Q4 | $12.9M | Sell |
122,571
-2,184
| -2% | -$230K | 1.05% | 26 |
|
|
2015
Q3 | $13.8M | Buy |
124,755
+60,854
| +95% | +$6.71M | 1.47% | 22 |
|
|
2015
Q2 | $8.02M | Buy |
63,901
+12,455
| +24% | +$1.56M | 0.96% | 25 |
|
|
2015
Q1 | $6.4M | Buy |
51,446
+8,487
| +20% | +$1.06M | 0.76% | 29 |
|
|
2014
Q4 | $4.74M | Buy |
+42,959
| New | +$4.74M | 0.56% | 31 |
|