Evoke Wealth’s Apollo Commercial Real Estate ARI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-12,028
| Closed | -$119K | – | 717 |
|
|
2025
Q4 | $119K | Buy |
12,028
+40
| +0.3% | +$400 | ﹤0.01% | 655 |
|
|
2025
Q3 | $124K | Buy |
11,988
+755
| +7% | +$7.7K | ﹤0.01% | 632 |
|
|
2025
Q2 | $112K | Buy |
11,233
+1,003
| +10% | +$9.45K | ﹤0.01% | 582 |
|
|
2025
Q1 | $100K | Sell |
10,230
-63
| -0.6% | -$598 | ﹤0.01% | 438 |
|
|
2024
Q4 | $91.7K | Sell |
10,293
-15,575
| -60% | -$140K | ﹤0.01% | 428 |
|
|
2024
Q3 | $244K | Buy |
+25,868
| New | +$264K | 0.01% | 367 |
|
|
2024
Q2 | – | Sell |
-28,442
| Closed | -$327K | – | 125 |
|
|
2024
Q1 | $327K | Buy |
+28,442
| New | +$319K | 0.01% | 313 |
|
|
2023
Q4 | – | Sell |
-28,442
| Closed | -$298K | – | 111 |
|
|
2023
Q3 | $298K | Hold |
28,442
| – | – | 0.01% | 298 |
|
|
2023
Q2 | $332K | Buy |
28,442
+274
| +1% | +$2.77K | 0.01% | 270 |
|
|
2023
Q1 | $272K | Sell |
28,168
-1,000
| -3% | -$11.1K | 0.01% | 287 |
|
|
2022
Q4 | $324K | Hold |
29,168
| – | – | 0.01% | 271 |
|
|
2022
Q3 | $252K | Hold |
29,168
| – | – | 0.01% | 285 |
|
|
2022
Q2 | $315K | Hold |
29,168
| – | – | 0.01% | 259 |
|
|
2022
Q1 | $417K | Hold |
29,168
| – | – | 0.01% | 248 |
|
|
2021
Q4 | $394K | Buy |
29,168
+5,001
| +21% | +$72.2K | 0.01% | 262 |
|
|
2021
Q3 | $366K | Sell |
24,167
-1
| -0% | -$15 | 0.01% | 260 |
|
|
2021
Q2 | $394K | Buy |
24,168
+2,000
| +9% | +$30.9K | 0.01% | 267 |
|
|
2021
Q1 | $317K | Sell |
22,168
-5,499
| -20% | -$70.6K | 0.01% | 260 |
|
|
2020
Q4 | $319K | Hold |
27,667
| – | – | 0.02% | 189 |
|
|
2020
Q3 | $259K | Hold |
27,667
| – | – | 0.02% | 187 |
|
|
2020
Q2 | $281K | Sell |
27,667
-5,501
| -17% | -$46.7K | 0.03% | 163 |
|
|
2020
Q1 | $259K | Buy |
+33,168
| New | +$518K | 0.04% | 152 |
|
|
2019
Q4 | – | Sell |
-32,600
| Closed | -$640K | – | 1264 |
|
|
2019
Q3 | $640K | Buy |
+32,600
| New | +$615K | 0.08% | 129 |
|
Other funds holding ARI
VPM
VCM
NSGL
