Farther Finance 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 | $26.9K | Sell |
662
-332
| -33% | -$13.5K | ﹤0.01% | 2487 |
|
|
2025
Q1 | $46.4K | Sell |
994
-460
| -32% | -$21.5K | ﹤0.01% | 1932 |
|
|
2024
Q4 | $104K | Buy |
1,454
+103
| +8% | +$7.36K | ﹤0.01% | 1298 |
|
|
2024
Q3 | $94.6K | Buy |
1,351
+1,301
| +2,602% | +$91.1K | ﹤0.01% | 1326 |
|
|
2024
Q2 | $3.09K | Buy |
50
+20
| +67% | +$1.23K | ﹤0.01% | 2609 |
|
|
2024
Q1 | $1.76K | Buy |
30
+5
| +20% | +$293 | ﹤0.01% | 2539 |
|
|
2023
Q4 | $1.34K | Buy |
25
+16
| +178% | +$854 | ﹤0.01% | 2607 |
|
|
2023
Q3 | $424 | Hold |
9
| – | – | ﹤0.01% | 2310 |
|
|
2023
Q2 | $427 | Hold |
9
| – | – | ﹤0.01% | 2193 |
|
|
2023
Q1 | $389 | Hold |
9
| – | – | ﹤0.01% | 2069 |
|
|
2022
Q4 | $400 | Buy |
+9
| New | +$400 | ﹤0.01% | 1875 |
|