LPL Financial’s Apogee Enterprises APOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,253
| Closed | -$304K | – | 5213 |
|
|
2024
Q4 | $304K | Buy |
4,253
+541
| +15% | +$38.6K | ﹤0.01% | 4420 |
|
|
2024
Q3 | $260K | Sell |
3,712
-1,332
| -26% | -$93.3K | ﹤0.01% | 4451 |
|
|
2024
Q2 | $317K | Sell |
5,044
-3,959
| -44% | -$249K | ﹤0.01% | 4149 |
|
|
2024
Q1 | $533K | Buy |
9,003
+3,879
| +76% | +$230K | ﹤0.01% | 3678 |
|
|
2023
Q4 | $274K | Buy |
5,124
+282
| +6% | +$15.1K | ﹤0.01% | 4105 |
|
|
2023
Q3 | $228K | Buy |
4,842
+50
| +1% | +$2.35K | ﹤0.01% | 4088 |
|
|
2023
Q2 | $227K | Hold |
4,792
| – | – | ﹤0.01% | 4008 |
|
|
2023
Q1 | $207K | Sell |
4,792
-725
| -13% | -$31.4K | ﹤0.01% | 3989 |
|
|
2022
Q4 | $245K | Buy |
5,517
+2
| +0% | +$89 | ﹤0.01% | 3796 |
|
|
2022
Q3 | $211K | Buy |
5,515
+292
| +6% | +$11.2K | ﹤0.01% | 3853 |
|
|
2022
Q2 | $205K | Sell |
5,223
-52
| -1% | -$2.04K | ﹤0.01% | 3895 |
|
|
2022
Q1 | $250K | Buy |
5,275
+74
| +1% | +$3.51K | ﹤0.01% | 3691 |
|
|
2021
Q4 | $250K | Buy |
+5,201
| New | +$250K | ﹤0.01% | 3814 |
|