Creative Planning’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 | $165K | Buy |
17,093
+2,166
| +15% | +$21K | ﹤0.01% | 3283 |
|
|
2025
Q1 | $143K | Sell |
14,927
-2
| -0% | -$19 | ﹤0.01% | 3158 |
|
|
2024
Q4 | $129K | Sell |
14,929
-3,013
| -17% | -$26.1K | ﹤0.01% | 3088 |
|
|
2024
Q3 | $165K | Sell |
17,942
-1,055
| -6% | -$9.7K | ﹤0.01% | 2903 |
|
|
2024
Q2 | $186K | Sell |
18,997
-3,404
| -15% | -$33.3K | ﹤0.01% | 2680 |
|
|
2024
Q1 | $250K | Buy |
22,401
+289
| +1% | +$3.22K | ﹤0.01% | 2392 |
|
|
2023
Q4 | $260K | Buy |
22,112
+2,457
| +13% | +$28.8K | ﹤0.01% | 2192 |
|
|
2023
Q3 | $199K | Sell |
19,655
-3,431
| -15% | -$34.8K | ﹤0.01% | 2235 |
|
|
2023
Q2 | $261K | Buy |
23,086
+8,366
| +57% | +$94.7K | ﹤0.01% | 2007 |
|
|
2023
Q1 | $137K | Buy |
14,720
+3,361
| +30% | +$31.3K | ﹤0.01% | 2192 |
|
|
2022
Q4 | $122K | Buy |
+11,359
| New | +$122K | ﹤0.01% | 2110 |
|
|
2020
Q3 | – | Sell |
-10,796
| Closed | -$106K | – | 1954 |
|
|
2020
Q2 | $106K | Sell |
10,796
-8,627
| -44% | -$84.7K | ﹤0.01% | 1628 |
|
|
2020
Q1 | $144K | Buy |
19,423
+6,017
| +45% | +$44.6K | ﹤0.01% | 1449 |
|
|
2019
Q4 | $245K | Buy |
13,406
+1,039
| +8% | +$19K | ﹤0.01% | 1508 |
|
|
2019
Q3 | $237K | Buy |
+12,367
| New | +$237K | ﹤0.01% | 1489 |
|
|
2018
Q1 | – | Sell |
-10,712
| Closed | -$198K | – | 1905 |
|
|
2017
Q4 | $198K | Sell |
10,712
-4,618
| -30% | -$85.4K | ﹤0.01% | 1603 |
|
|
2017
Q3 | $278K | Sell |
15,330
-6,409
| -29% | -$116K | ﹤0.01% | 1359 |
|
|
2017
Q2 | $403K | Buy |
21,739
+6,280
| +41% | +$116K | ﹤0.01% | 1121 |
|
|
2017
Q1 | $291K | Buy |
15,459
+890
| +6% | +$16.8K | ﹤0.01% | 1273 |
|
|
2016
Q4 | $242K | Buy |
14,569
+1,273
| +10% | +$21.1K | ﹤0.01% | 1295 |
|
|
2016
Q3 | $218K | Buy |
13,296
+12,232
| +1,150% | +$201K | ﹤0.01% | 1351 |
|
|
2016
Q2 | $17K | Sell |
1,064
-62
| -6% | -$991 | ﹤0.01% | 2864 |
|
|
2016
Q1 | $18K | Buy |
1,126
+72
| +7% | +$1.15K | ﹤0.01% | 2797 |
|
|
2015
Q4 | $18K | Sell |
1,054
-1,997
| -65% | -$34.1K | ﹤0.01% | 2876 |
|
|
2015
Q3 | $48K | Buy |
+3,051
| New | +$48K | ﹤0.01% | 2055 |
|
|
2015
Q2 | – | Sell |
-800
| Closed | -$14K | – | 1163 |
|
|
2015
Q1 | $14K | Sell |
800
-1,800
| -69% | -$31.5K | ﹤0.01% | 2931 |
|
|
2014
Q4 | $43K | Buy |
2,600
+500
| +24% | +$8.27K | ﹤0.01% | 2085 |
|
|
2014
Q3 | $33K | Sell |
2,100
-400
| -16% | -$6.29K | ﹤0.01% | 2165 |
|
|
2014
Q2 | $41K | Hold |
2,500
| – | – | ﹤0.01% | 1974 |
|
|
2014
Q1 | $42K | Buy |
2,500
+500
| +25% | +$8.4K | ﹤0.01% | 1897 |
|
|
2013
Q4 | $33K | Hold |
2,000
| – | – | ﹤0.01% | 1875 |
|
|
2013
Q3 | $31K | Sell |
2,000
-200
| -9% | -$3.1K | ﹤0.01% | 1822 |
|
|
2013
Q2 | $35K | Buy |
+2,200
| New | +$35K | ﹤0.01% | 1577 |
|