LWM
Lodestone Wealth Management’s APA Corp APA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
76,166
+1,251
| +2% | +$22.9K | 0.68% | 51 |
|
|
2025
Q1 | $1.57M | Buy |
74,915
+12,861
| +21% | +$270K | 0.84% | 43 |
|
|
2024
Q4 | $1.43M | Sell |
62,054
-2,623
| -4% | -$60.6K | 0.72% | 50 |
|
|
2024
Q3 | $1.58M | Buy |
64,677
+12,758
| +25% | +$312K | 0.79% | 49 |
|
|
2024
Q2 | $1.53M | Buy |
51,919
+8,565
| +20% | +$252K | 0.81% | 48 |
|
|
2024
Q1 | $1.49M | Buy |
43,354
+10,359
| +31% | +$356K | 0.78% | 49 |
|
|
2023
Q4 | $1.18M | Sell |
32,995
-5,034
| -13% | -$181K | 0.69% | 52 |
|
|
2023
Q3 | $1.56M | Buy |
38,029
+136
| +0.4% | +$5.59K | 1.09% | 34 |
|
|
2023
Q2 | $1.29M | Buy |
37,893
+14,515
| +62% | +$496K | 0.89% | 39 |
|
|
2023
Q1 | $843K | Buy |
+23,378
| New | +$843K | 0.65% | 50 |
|