Allworth Financial’s Apollo Commercial Real Estate ARI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.77K | Buy |
803
+659
| +458% | +$6.38K | ﹤0.01% | 3009 |
|
2025
Q1 | $1.31K | Sell |
144
-258
| -64% | -$2.35K | ﹤0.01% | 3366 |
|
2024
Q4 | $3.58K | Buy |
402
+157
| +64% | +$1.4K | ﹤0.01% | 2902 |
|
2024
Q3 | $2.25K | Buy |
245
+171
| +231% | +$1.57K | ﹤0.01% | 2917 |
|
2024
Q2 | $808 | Sell |
74
-72
| -49% | -$786 | ﹤0.01% | 3242 |
|
2024
Q1 | $1.63K | Hold |
146
| – | – | ﹤0.01% | 2898 |
|
2023
Q4 | $1.72K | Buy |
146
+48
| +49% | +$564 | ﹤0.01% | 2743 |
|
2023
Q3 | $993 | Buy |
98
+29
| +42% | +$294 | ﹤0.01% | 2851 |
|
2023
Q2 | $782 | Hold |
69
| – | – | ﹤0.01% | 2803 |
|
2023
Q1 | $643 | Buy |
+69
| New | +$643 | ﹤0.01% | 2788 |
|
2022
Q4 | – | Sell |
-134
| Closed | -$1K | – | 3005 |
|
2022
Q3 | $1K | Buy |
134
+118
| +738% | +$881 | ﹤0.01% | 2299 |
|
2022
Q2 | $0 | Sell |
16
-1,457
| -99% | – | ﹤0.01% | 2374 |
|
2022
Q1 | $21K | Buy |
+1,473
| New | +$21K | ﹤0.01% | 1235 |
|