IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $671 | Buy |
20
+11
| +122% | +$407 | ﹤0.01% | 4343 |
|
|
2025
Q4 | $328 | Buy |
9
+4
| +80% | +$151 | ﹤0.01% | 4380 |
|
|
2025
Q3 | $218 | Buy |
+5
| New | +$215 | ﹤0.01% | 4379 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 4070 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4034 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4144 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3435 |
|
|
2021
Q2 | – | Sell |
-1,505
| Closed | -$56.7K | – | 3122 |
|
|
2021
Q1 | $61K | Buy |
1,505
+886
| +143% | +$33.5K | ﹤0.01% | 1371 |
|
|
2020
Q4 | $20K | Buy |
+619
| New | +$16.8K | ﹤0.01% | 1790 |
|
|
2019
Q1 | $24K | Hold |
611
| – | – | ﹤0.01% | 1262 |
|
|
2018
Q4 | $18K | Sell |
611
-50
| -8% | -$1.79K | ﹤0.01% | 2187 |
|
|
2018
Q3 | $27K | Hold |
661
| – | – | ﹤0.01% | 2275 |
|
|
2018
Q2 | $32K | Buy |
661
+498
| +306% | +$21.4K | ﹤0.01% | 2172 |
|
|
2018
Q1 | $7K | Hold |
163
| – | – | ﹤0.01% | 2984 |
|
|
2017
Q4 | $7K | Hold |
163
| – | – | ﹤0.01% | 3030 |
|
|
2017
Q3 | $8K | Sell |
163
-3
| -2% | -$147 | ﹤0.01% | 3130 |
|
|
2017
Q2 | $9K | Buy |
166
+12
| +8% | +$659 | ﹤0.01% | 3070 |
|
|
2017
Q1 | $9K | Buy |
154
+7
| +5% | +$401 | ﹤0.01% | 2967 |
|
|
2016
Q4 | $8K | Sell |
147
-50
| -25% | -$2.32K | ﹤0.01% | 3012 |
|
|
2016
Q3 | $9K | Buy |
197
+47
| +31% | +$2.19K | ﹤0.01% | 2881 |
|
|
2016
Q2 | $7K | Sell |
150
-461
| -75% | -$20K | ﹤0.01% | 2920 |
|
|
2016
Q1 | $24K | Buy |
611
+461
| +307% | +$18.3K | ﹤0.01% | 1262 |
|
|
2015
Q4 | $7K | Buy |
+150
| New | +$7.25K | ﹤0.01% | 2743 |
|
Other funds holding APOG
VPM
VCM
SBH
