SFI Advisors, LLC AAPL Holdings History

Number of Shares
27,717.00
Current Holdings Value*
$6.16 Mil
% of Portfolio
4.55%
Total Estimate Gain
$1.45 Mil
% of Total Estimate Gain
32.08%

SFI Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, SFI Advisors, LLC held 27,717.00 shares of Apple Inc(AAPL), totaling $6.16 Mil. This investment constitutes 4.55% of their stock portfolio, and SFI Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then SFI Advisors, LLC has made 5 purchases of AAPL, at an average price of $158.93, for a total of 28,489.00 shares. In addition, there have been 5 sales at an average price of $164.27 for 772.00 shares. Based on historical transaction data and AAPL's current price of $211.18, SFI Advisors, LLC's estimated gain on his AAPL holdings is $1.45 Mil, reflecting a 32.08% gain to date.

SFI Advisors, LLC AAPL ($211.18) Holding Chart

SFI Advisors, LLC AAPL ($211.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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