Number of Shares
403,635.00
Current Holdings Value*
$82.81 Mil
% of Portfolio
3.37%
Total Estimate Gain
$80.46 Mil
% of Total Estimate Gain
71.52%

Sowell Financial Services LLC's Apple Inc Holding Summary

As of 2025-06-30, Sowell Financial Services LLC held 403,635.00 shares of Apple Inc(AAPL), totaling $82.81 Mil. This investment constitutes 3.37% of their stock portfolio, and Sowell Financial Services LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Sowell Financial Services LLC has made 15 purchases of AAPL, at an average price of $101.54, for a total of 1.11 Mil shares. In addition, there have been 12 sales at an average price of $151.48 for 704,321.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Sowell Financial Services LLC's estimated gain on his AAPL holdings is $80.46 Mil, reflecting a 71.52% gain to date.

Sowell Financial Services LLC AAPL ($213.76) Holding Chart

Sowell Financial Services LLC AAPL ($213.76) 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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