Steward Partners Investment Advisory’s Apollo Commercial Real Estate ARI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.6K | Sell |
1,000
-9,438
| -90% | -$98.3K | ﹤0.01% | 3529 |
|
|
2025
Q4 | $101K | Buy |
10,438
+9,438
| +944% | +$94.4K | ﹤0.01% | 2283 |
|
|
2025
Q3 | $10.1K | Hold |
1,000
| – | – | ﹤0.01% | 3402 |
|
|
2025
Q2 | $9.68K | Hold |
1,000
| – | – | ﹤0.01% | 3231 |
|
|
2025
Q1 | $9.57K | Sell |
1,000
-1,200
| -55% | -$11.4K | ﹤0.01% | 3119 |
|
|
2024
Q4 | $19.1K | Hold |
2,200
| – | – | ﹤0.01% | 2824 |
|
|
2024
Q3 | $20.2K | Sell |
2,200
-1,614
| -42% | -$16.5K | ﹤0.01% | 2662 |
|
|
2024
Q2 | $37.3K | Buy |
3,814
+1,614
| +73% | +$16.6K | ﹤0.01% | 2244 |
|
|
2024
Q1 | $24.5K | Hold |
2,200
| – | – | ﹤0.01% | 2436 |
|
|
2023
Q4 | $25.8K | Hold |
2,200
| – | – | ﹤0.01% | 2285 |
|
|
2023
Q3 | $22.3K | Hold |
2,200
| – | – | ﹤0.01% | 2253 |
|
|
2023
Q2 | $24.9K | Hold |
2,200
| – | – | ﹤0.01% | 2183 |
|
|
2023
Q1 | $20.5K | Hold |
2,200
| – | – | ﹤0.01% | 2239 |
|
|
2022
Q4 | $23.7K | Hold |
2,200
| – | – | ﹤0.01% | 2158 |
|
|
2022
Q3 | $18K | Hold |
2,200
| – | – | ﹤0.01% | 2262 |
|
|
2022
Q2 | $23K | Hold |
2,200
| – | – | ﹤0.01% | 2150 |
|
|
2022
Q1 | $31K | Hold |
2,200
| – | – | ﹤0.01% | 2154 |
|
|
2021
Q4 | $29K | Buy |
2,200
+1,000
| +83% | +$14.4K | ﹤0.01% | 2156 |
|
|
2021
Q3 | $18K | Hold |
1,200
| – | – | ﹤0.01% | 2361 |
|
|
2021
Q2 | $19K | Sell |
1,200
-1,060
| -47% | -$16.4K | ﹤0.01% | 5186 |
|
|
2021
Q1 | $31.6K | Sell |
2,260
-340
| -13% | -$4.36K | ﹤0.01% | 2234 |
|
|
2020
Q4 | $29K | Sell |
2,600
-1,600
| -38% | -$16.4K | ﹤0.01% | 1920 |
|
|
2020
Q3 | $38K | Sell |
4,200
-3,300
| -44% | -$30.4K | ﹤0.01% | 1617 |
|
|
2020
Q2 | $74K | Hold |
7,500
| – | – | ﹤0.01% | 1264 |
|
|
2020
Q1 | $55K | Sell |
7,500
-1
| -0% | -$16 | ﹤0.01% | 1218 |
|
|
2019
Q4 | $137K | Sell |
7,501
-1
| -0% | -$18 | ﹤0.01% | 1004 |
|
|
2019
Q3 | $143K | Hold |
7,502
| – | – | ﹤0.01% | 950 |
|
|
2019
Q2 | $137K | Buy |
+7,502
| New | +$140K | 0.01% | 934 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$8K | – | 849 |
|
|
2018
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 1944 |
|
|
2018
Q2 | $7K | Hold |
400
| – | – | ﹤0.01% | 1852 |
|
|
2018
Q1 | $7K | Buy |
+400
| New | +$7.32K | ﹤0.01% | 1674 |
|
Other funds holding ARI
VPM
VCM
NSGL
