Lido Advisors’s Apple Hospitality REIT APLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$593K Buy
50,432
+17,215
+52% +$202K ﹤0.01% 939
2025
Q1
$431K Sell
33,217
-1,324
-4% -$17.2K ﹤0.01% 990
2024
Q4
$535K Sell
34,541
-195
-0.6% -$3.02K ﹤0.01% 911
2024
Q3
$516K Sell
34,736
-8,709
-20% -$129K ﹤0.01% 855
2024
Q2
$635K Sell
43,445
-803
-2% -$11.7K ﹤0.01% 767
2024
Q1
$728K Sell
44,248
-1,742
-4% -$28.7K ﹤0.01% 695
2023
Q4
$770K Sell
45,990
-1,098
-2% -$18.4K 0.01% 646
2023
Q3
$722K Sell
47,088
-4,927
-9% -$75.6K 0.01% 579
2023
Q2
$786K Sell
52,015
-2,589
-5% -$39.1K 0.01% 543
2023
Q1
$847K Buy
54,604
+2,499
+5% +$38.8K 0.01% 472
2022
Q4
$822K Sell
52,105
-527
-1% -$8.32K 0.01% 411
2022
Q3
$740K Sell
52,632
-293
-0.6% -$4.12K 0.01% 397
2022
Q2
$776K Buy
52,925
+891
+2% +$13.1K 0.01% 365
2022
Q1
$935K Buy
52,034
+786
+2% +$14.1K 0.01% 366
2021
Q4
$827K Buy
51,248
+2,080
+4% +$33.6K 0.01% 408
2021
Q3
$773K Buy
49,168
+4,183
+9% +$65.8K 0.01% 411
2021
Q2
$687K Buy
44,985
+4,178
+10% +$63.8K 0.01% 404
2021
Q1
$595K Buy
40,807
+688
+2% +$10K 0.01% 405
2020
Q4
$517K Sell
40,119
-1,190
-3% -$15.3K 0.01% 412
2020
Q3
$397K Buy
41,309
+43
+0.1% +$413 0.01% 374
2020
Q2
$399K Sell
41,266
-5,556
-12% -$53.7K 0.01% 338
2020
Q1
$429K Buy
46,822
+3,290
+8% +$30.1K 0.02% 312
2019
Q4
$707K Buy
43,532
+2,672
+7% +$43.4K 0.03% 281
2019
Q3
$677K Buy
40,860
+1,494
+4% +$24.8K 0.03% 242
2019
Q2
$624K Sell
39,366
-174
-0.4% -$2.76K 0.04% 236
2019
Q1
$644K Buy
39,540
+12,022
+44% +$196K 0.04% 221
2018
Q4
$395K Buy
27,518
+2,000
+8% +$28.7K 0.04% 242
2018
Q3
$446K Buy
25,518
+1,359
+6% +$23.8K 0.04% 243
2018
Q2
$431K Buy
24,159
+1,684
+7% +$30K 0.05% 226
2018
Q1
$394K Buy
22,475
+3,425
+18% +$60K 0.05% 222
2017
Q4
$373K Sell
19,050
-49,467
-72% -$969K 0.05% 181
2017
Q3
$1.3M Buy
68,517
+52,940
+340% +$1M 0.21% 62
2017
Q2
$291K Buy
15,577
+615
+4% +$11.5K 0.06% 180
2017
Q1
$281K Buy
+14,962
New +$281K 0.08% 168