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 |
|