Sovereign Financial Group, Inc. AAPL Holdings History
Sovereign Financial Group, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Sovereign Financial Group, Inc. held 56,809.00 shares of Apple Inc(AAPL), totaling $12.62 Mil. This investment constitutes 2.91% of their stock portfolio, and Sovereign Financial Group, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Sovereign Financial Group, Inc. has made 10 purchases of AAPL, at an average price of $143.54, for a total of 73,273.00 shares. In addition, there have been 6 sales at an average price of $165.95 for 16,464.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Sovereign Financial Group, Inc.'s estimated gain on his AAPL holdings is $4.21 Mil, reflecting a 40.04% gain to date.
Sovereign Financial Group, Inc. AAPL ($211.18) Holding Chart
Sovereign Financial Group, Inc. 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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