Ballast Advisors’s Apogee Enterprises APOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $333K | Hold |
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|
2024
Q3 | $327K | Hold |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $351K | Hold |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $383K | Hold |
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|
2022
Q3 | $329K | Hold |
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|
2022
Q2 | $338K | Hold |
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|
2022
Q1 | $409K | Hold |
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|
2021
Q4 | $415K | Hold |
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|
2021
Q3 | $325K | Hold |
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|
2021
Q2 | $351K | Hold |
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|
2021
Q1 | $352K | Sell |
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|
2020
Q4 | $289K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $303K | Buy |
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