B. Riley Wealth Advisors’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 | $1.72M | Buy |
+12,108
| New | +$1.72M | 0.08% | 233 |
|
|
2024
Q4 | $3.8M | Sell |
23,033
-1,447
| -6% | -$239K | 0.12% | 176 |
|
|
2024
Q3 | $3.11M | Sell |
24,480
-1,911
| -7% | -$243K | 0.09% | 226 |
|
|
2024
Q2 | $3.12M | Buy |
26,391
+14,812
| +128% | +$1.75M | 0.08% | 234 |
|
|
2024
Q1 | $1.04M | Sell |
11,579
-1,298
| -10% | -$117K | 0.03% | 516 |
|
|
2023
Q4 | $1.2M | Buy |
12,877
+1,298
| +11% | +$121K | 0.03% | 472 |
|
|
2023
Q3 | $1.04M | Buy |
11,579
+1,159
| +11% | +$104K | 0.03% | 516 |
|
|
2023
Q2 | $800K | Sell |
10,420
-261
| -2% | -$20K | 0.02% | 644 |
|
|
2023
Q1 | $675K | Sell |
10,681
-1,012
| -9% | -$63.9K | 0.02% | 694 |
|
|
2022
Q4 | $746K | Sell |
11,693
-717
| -6% | -$45.7K | 0.02% | 645 |
|
|
2022
Q3 | $577K | Sell |
12,410
-11,852
| -49% | -$551K | 0.02% | 691 |
|
|
2022
Q2 | $1.18M | Buy |
24,262
+656
| +3% | +$31.8K | 0.05% | 365 |
|
|
2022
Q1 | $1.46M | Sell |
23,606
-19,083
| -45% | -$1.18M | 0.05% | 369 |
|
|
2021
Q4 | $3.09M | Buy |
42,689
+3,968
| +10% | +$287K | 0.09% | 246 |
|
|
2021
Q3 | $2.39M | Buy |
38,721
+13,873
| +56% | +$855K | 0.08% | 298 |
|
|
2021
Q2 | $1.55M | Buy |
24,848
+3,546
| +17% | +$221K | 0.05% | 400 |
|
|
2021
Q1 | $1M | Sell |
21,302
-11,011
| -34% | -$518K | 0.04% | 479 |
|
|
2020
Q4 | $1.58M | Buy |
32,313
+3,895
| +14% | +$191K | 0.08% | 236 |
|
|
2020
Q3 | $1.27M | Buy |
28,418
+3,692
| +15% | +$165K | 0.07% | 274 |
|
|
2020
Q2 | $1.24M | Sell |
24,726
-6,128
| -20% | -$306K | 0.08% | 242 |
|
|
2020
Q1 | $1.03M | Sell |
30,854
-5,899
| -16% | -$198K | 0.09% | 228 |
|
|
2019
Q4 | $1.75M | Buy |
36,753
+18,268
| +99% | +$872K | 0.15% | 156 |
|
|
2019
Q3 | $700K | Buy |
18,485
+1,802
| +11% | +$68.2K | 0.07% | 297 |
|
|
2019
Q2 | $573K | Buy |
16,683
+4,529
| +37% | +$156K | 0.06% | 328 |
|
|
2019
Q1 | $344K | Buy |
12,154
+3,254
| +37% | +$92.1K | 0.04% | 447 |
|
|
2018
Q4 | $219K | Buy |
8,900
+500
| +6% | +$12.3K | 0.03% | 555 |
|
|
2018
Q3 | $291K | Hold |
8,400
| – | – | 0.03% | 508 |
|
|
2018
Q2 | $268K | Hold |
8,400
| – | – | 0.04% | 511 |
|
|
2018
Q1 | $249K | Buy |
8,400
+1,326
| +19% | +$39.3K | 0.03% | 510 |
|
|
2017
Q4 | $237K | Buy |
+7,074
| New | +$237K | 0.03% | 529 |
|
|
2017
Q1 | – | Sell |
-22,418
| Closed | -$435K | – | 521 |
|
|
2016
Q4 | $435K | Sell |
22,418
-20
| -0.1% | -$388 | 0.09% | 257 |
|
|
2016
Q3 | $403K | Buy |
22,438
+4,500
| +25% | +$80.8K | 0.08% | 317 |
|
|
2016
Q2 | $272K | Buy |
17,938
+4,828
| +37% | +$73.2K | 0.05% | 424 |
|
|
2016
Q1 | $224K | Buy |
+13,110
| New | +$224K | 0.05% | 440 |
|
|
2015
Q1 | – | Sell |
-2,100
| Closed | -$50 | – | 648 |
|
|
2014
Q4 | $50 | Buy |
+2,100
| New | +$50 | ﹤0.01% | 2089 |
|
|
2014
Q3 | – | Sell |
-3,600
| Closed | -$99.8K | – | 726 |
|
|
2014
Q2 | $99.8K | Sell |
3,600
-100
| -3% | -$2.77K | 0.02% | 725 |
|
|
2014
Q1 | $118K | Hold |
3,700
| – | – | 0.04% | 568 |
|
|
2013
Q4 | $117K | Sell |
3,700
-250
| -6% | -$7.91K | 0.04% | 510 |
|
|
2013
Q3 | $112K | Buy |
3,950
+300
| +8% | +$8.51K | 0.04% | 513 |
|
|
2013
Q2 | $88K | Buy |
+3,650
| New | +$88K | 0.03% | 578 |
|