Allworth Financial’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $169K | Sell |
1,195
-28
| -2% | -$3.97K | ﹤0.01% | 1246 |
|
2025
Q1 | $163K | Buy |
1,223
+304
| +33% | +$40.5K | ﹤0.01% | 1017 |
|
2024
Q4 | $155K | Buy |
919
+190
| +26% | +$32.1K | ﹤0.01% | 1042 |
|
2024
Q3 | $91.1K | Buy |
729
+91
| +14% | +$11.4K | ﹤0.01% | 1126 |
|
2024
Q2 | $76.9K | Buy |
638
+36
| +6% | +$4.34K | ﹤0.01% | 1180 |
|
2024
Q1 | $67.7K | Buy |
602
+238
| +65% | +$26.8K | ﹤0.01% | 1171 |
|
2023
Q4 | $33.9K | Sell |
364
-137
| -27% | -$12.8K | ﹤0.01% | 1358 |
|
2023
Q3 | $45K | Buy |
501
+200
| +66% | +$18K | ﹤0.01% | 1160 |
|
2023
Q2 | $23.1K | Sell |
301
-19
| -6% | -$1.46K | ﹤0.01% | 1450 |
|
2023
Q1 | $20.2K | Hold |
320
| – | – | ﹤0.01% | 1442 |
|
2022
Q4 | $20.4K | Buy |
320
+296
| +1,233% | +$18.9K | ﹤0.01% | 1354 |
|
2022
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 2297 |
|
2022
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 2080 |
|
2022
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 1871 |
|
2021
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 1701 |
|
2021
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1728 |
|
2021
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1440 |
|