Allworth Financial’s Apogee Enterprises APOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.98K	Buy	59 +27	+84%	+$1K	﹤0.01%	4357
2025 Q4	$1.17K	Buy	32 +21	+191%	+$794	﹤0.01%	4316
2025 Q3	$480	Buy	11 +4	+57%	+$172	﹤0.01%	4442
2025 Q2	$285	Hold	7	–	–	﹤0.01%	4260
2025 Q1	$281	Sell	7 -14	-67%	-$715	﹤0.01%	3809
2024 Q4	$1.19K	Buy	+21	New	+$1.65K	﹤0.01%	3341
2019 Q4	–	Sell	-50	Closed	-$2K	–	1041
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	797
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	795
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	807
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	790
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	774
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	769
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	690
2017 Q4	$2K	Hold	50	–	–	﹤0.01%	647
2017 Q3	$2K	Buy	+50	New	+$2.46K	﹤0.01%	654