EverSource Wealth Advisors’s Apogee Enterprises APOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.22K | Sell |
227
-66
| -23% | -$2.68K | ﹤0.01% | 2855 |
|
|
2025
Q1 | $13.6K | Buy |
293
+17
| +6% | +$788 | ﹤0.01% | 1923 |
|
|
2024
Q4 | $19.7K | Buy |
276
+18
| +7% | +$1.29K | ﹤0.01% | 1628 |
|
|
2024
Q3 | $18.1K | Hold |
258
| – | – | ﹤0.01% | 1546 |
|
|
2024
Q2 | $17.7K | Hold |
258
| – | – | ﹤0.01% | 1561 |
|
|
2024
Q1 | $15.9K | Hold |
258
| – | – | ﹤0.01% | 1474 |
|
|
2023
Q4 | $13.8K | Buy |
258
+11
| +4% | +$588 | ﹤0.01% | 1416 |
|
|
2023
Q3 | $11.6K | Sell |
247
-18
| -7% | -$847 | ﹤0.01% | 1362 |
|
|
2023
Q2 | $12.6K | Hold |
265
| – | – | ﹤0.01% | 1342 |
|
|
2023
Q1 | $11.5K | Sell |
265
-51
| -16% | -$2.21K | ﹤0.01% | 1297 |
|
|
2022
Q4 | $14K | Sell |
316
-6
| -2% | -$267 | ﹤0.01% | 1196 |
|
|
2022
Q3 | $12K | Hold |
322
| – | – | ﹤0.01% | 1063 |
|
|
2022
Q2 | $13K | Hold |
322
| – | – | ﹤0.01% | 949 |
|
|
2022
Q1 | $15K | Hold |
322
| – | – | ﹤0.01% | 806 |
|
|
2021
Q4 | $15K | Buy |
+322
| New | +$15K | ﹤0.01% | 791 |
|