Kestra Advisory Services’s Apollo Commercial Real Estate ARI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$917K Buy
94,742
+5,292
+6% +$51.2K ﹤0.01% 1530
2025
Q1
$856K Buy
89,450
+1,498
+2% +$14.3K ﹤0.01% 1478
2024
Q4
$762K Buy
87,952
+69,951
+389% +$606K ﹤0.01% 1577
2024
Q3
$170K Sell
18,001
-84,353
-82% -$796K ﹤0.01% 2391
2024
Q2
$1.04M Buy
102,354
+877
+0.9% +$8.89K 0.01% 1295
2024
Q1
$1.17M Buy
+101,477
New +$1.17M 0.01% 1152