IFP Advisors’s Apogee Enterprises APOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$46 | – | 4070 |
|
|
2025
Q1 | – | Hold |
0
| – | -$71 | – | 4034 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4144 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3366 |
|
|
2021
Q2 | – | Sell |
-1,505
| Closed | -$61K | – | 3076 |
|
|
2021
Q1 | $61K | Buy |
1,505
+886
| +143% | +$35.9K | ﹤0.01% | 1371 |
|
|
2020
Q4 | $20K | Buy |
+619
| New | +$20K | ﹤0.01% | 1788 |
|
|
2019
Q1 | $24K | Hold |
611
| – | – | ﹤0.01% | 1262 |
|
|
2018
Q4 | $18K | Sell |
611
-50
| -8% | -$1.47K | ﹤0.01% | 2157 |
|
|
2018
Q3 | $27K | Hold |
661
| – | – | ﹤0.01% | 2252 |
|
|
2018
Q2 | $32K | Buy |
661
+498
| +306% | +$24.1K | ﹤0.01% | 2149 |
|
|
2018
Q1 | $7K | Hold |
163
| – | – | ﹤0.01% | 2984 |
|
|
2017
Q4 | $7K | Hold |
163
| – | – | ﹤0.01% | 2981 |
|
|
2017
Q3 | $8K | Sell |
163
-3
| -2% | -$147 | ﹤0.01% | 3091 |
|
|
2017
Q2 | $9K | Buy |
166
+12
| +8% | +$651 | ﹤0.01% | 3038 |
|
|
2017
Q1 | $9K | Buy |
154
+7
| +5% | +$409 | ﹤0.01% | 2933 |
|
|
2016
Q4 | $8K | Sell |
147
-50
| -25% | -$2.72K | ﹤0.01% | 2987 |
|
|
2016
Q3 | $9K | Buy |
197
+47
| +31% | +$2.15K | ﹤0.01% | 2865 |
|
|
2016
Q2 | $7K | Sell |
150
-461
| -75% | -$21.5K | ﹤0.01% | 2908 |
|
|
2016
Q1 | $24K | Buy |
611
+461
| +307% | +$18.1K | ﹤0.01% | 1262 |
|
|
2015
Q4 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 2728 |
|