SFG
StrategIQ Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $14.2M | Sell |
73,778
-595
| -0.8% | -$115K | 1.6% | 14 |
|
|
2023
Q3 | $12.7M | Sell |
74,373
-774
| -1% | -$133K | 1.47% | 16 |
|
|
2023
Q2 | $14.6M | Buy |
75,147
+420
| +0.6% | +$81.5K | 1.66% | 14 |
|
|
2023
Q1 | $12.3M | Buy |
74,727
+1,337
| +2% | +$220K | 1.42% | 19 |
|
|
2022
Q4 | $9.54M | Sell |
73,390
-1,473
| -2% | -$191K | 1.1% | 23 |
|
|
2022
Q3 | $10.3M | Sell |
74,863
-5
| -0% | -$691 | 1.31% | 17 |
|
|
2022
Q2 | $10.2M | Sell |
74,868
-695
| -0.9% | -$95K | 1.24% | 19 |
|
|
2022
Q1 | $13.2M | Sell |
75,563
-34
| -0% | -$5.94K | 1.43% | 17 |
|
|
2021
Q4 | $13.4M | Buy |
75,597
+26,419
| +54% | +$4.69M | 1.35% | 16 |
|
|
2021
Q3 | $6.96M | Sell |
49,178
-1,544
| -3% | -$218K | 1.38% | 21 |
|
|
2021
Q2 | $6.95M | Sell |
50,722
-167
| -0.3% | -$22.9K | 1.37% | 21 |
|
|
2021
Q1 | $6.22M | Buy |
50,889
+66
| +0.1% | +$8.06K | 1.31% | 24 |
|
|
2020
Q4 | $6.74M | Sell |
50,823
-4,685
| -8% | -$622K | 1.51% | 19 |
|
|
2020
Q3 | $6.43M | Buy |
55,508
+41,602
| +299% | +$4.82M | 1.61% | 17 |
|
|
2020
Q2 | $5.07M | Buy |
13,906
+83
| +0.6% | +$30.3K | 1.37% | 20 |
|
|
2020
Q1 | $3.52M | Buy |
13,823
+632
| +5% | +$161K | 1.09% | 26 |
|
|
2019
Q4 | $3.87M | Buy |
13,191
+49
| +0.4% | +$14.4K | 1% | 30 |
|
|
2019
Q3 | $2.94M | Sell |
13,142
-46
| -0.3% | -$10.3K | 0.83% | 33 |
|
|
2019
Q2 | $2.61M | Sell |
13,188
-319
| -2% | -$63.1K | 0.76% | 35 |
|
|
2019
Q1 | $2.57M | Sell |
13,507
-1,423
| -10% | -$270K | 0.79% | 34 |
|
|
2018
Q4 | $2.36M | Sell |
14,930
-927
| -6% | -$146K | 0.81% | 32 |
|
|
2018
Q3 | $3.58M | Buy |
15,857
+316
| +2% | +$71.3K | 1.13% | 25 |
|
|
2018
Q2 | $2.88M | Buy |
15,541
+93
| +0.6% | +$17.2K | 0.99% | 27 |
|
|
2018
Q1 | $2.59M | Sell |
15,448
-1,196
| -7% | -$201K | 1.03% | 26 |
|
|
2017
Q4 | $2.82M | Sell |
16,644
-1,964
| -11% | -$332K | 1.1% | 26 |
|
|
2017
Q3 | $2.87M | Sell |
18,608
-427
| -2% | -$65.8K | 1.15% | 23 |
|
|
2017
Q2 | $2.74M | Buy |
19,035
+1,067
| +6% | +$154K | 1.16% | 20 |
|
|
2017
Q1 | $2.58M | Buy |
17,968
+160
| +0.9% | +$23K | 1.17% | 20 |
|
|
2016
Q4 | $2.06M | Buy |
17,808
+1,135
| +7% | +$131K | 1.03% | 21 |
|
|
2016
Q3 | $1.89M | Sell |
16,673
-2,366
| -12% | -$267K | 1.04% | 24 |
|
|
2016
Q2 | $1.82M | Buy |
19,039
+15,364
| +418% | +$1.47M | 1.07% | 25 |
|
|
2016
Q1 | $401K | Buy |
3,675
+95
| +3% | +$10.4K | 0.37% | 43 |
|
|
2015
Q4 | $377K | Buy |
+3,580
| New | +$377K | 0.39% | 39 |
|