LFS
ARI

Legacy Financial Strategies’s Apollo Commercial Real Estate ARI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$113K Hold
11,700
0.02% 125
2025
Q1
$112K Hold
11,700
0.02% 118
2024
Q4
$103K Hold
11,700
0.02% 118
2024
Q3
$108K Hold
11,700
0.02% 114
2024
Q2
$114K Hold
11,700
0.03% 97
2024
Q1
$130K Hold
11,700
0.03% 89
2023
Q4
$137K Hold
11,700
0.04% 80
2023
Q3
$123K Buy
11,700
+30
+0.3% +$314 0.04% 72
2023
Q2
$132K Buy
+11,670
New +$132K 0.04% 77