WMG Financial Advisors’s Arbor Realty Trust ABR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$298K	Sell	38,600 -4,029	-9%	-$31.4K	0.12%	72
2025 Q4	$331K	Sell	42,629 -12,500	-23%	-$123K	0.14%	77
2025 Q3	$673K	Sell	55,129 -2,671	-5%	-$31.1K	0.22%	70
2025 Q2	$618K	Buy	57,800 +21,600	+60%	+$227K	0.23%	68
2025 Q1	$425K	Sell	36,200 -2,500	-6%	-$32.4K	0.18%	84
2024 Q4	$536K	Sell	38,700 -2,750	-7%	-$40.5K	0.23%	68
2024 Q3	$645K	Hold	41,450	–	–	0.29%	52
2024 Q2	$595K	Sell	41,450 -13,500	-25%	-$180K	0.31%	49
2024 Q1	$728K	Hold	54,950	–	–	0.42%	48
2023 Q4	$834K	Sell	54,950 -10,000	-15%	-$138K	0.54%	39
2023 Q3	$986K	Sell	64,950 -4,000	-6%	-$63.3K	0.84%	28
2023 Q2	$1.02M	Buy	68,950 +8,400	+14%	+$104K	0.75%	31
2023 Q1	$696K	Sell	60,550 -1,200	-2%	-$16.6K	0.58%	45
2022 Q4	$814K	Sell	61,750 -2,000	-3%	-$27.2K	0.69%	45
2022 Q3	$737K	Hold	63,750	–	–	0.66%	44
2022 Q2	$836K	Sell	63,750 -2,300	-3%	-$36.9K	0.72%	40
2022 Q1	$1.13M	Sell	66,050 -7,500	-10%	-$132K	0.83%	28
2021 Q4	$1.34M	Buy	+73,550	New	+$1.38M	1.05%	23