Capital Advisors Inc’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 | $619K | Buy |
4,361
+13
| +0.3% | +$1.84K | 0.01% | 187 |
|
|
2025
Q1 | $595K | Buy |
4,348
+142
| +3% | +$19.4K | 0.01% | 182 |
|
|
2024
Q4 | $695K | Buy |
4,206
+206
| +5% | +$34K | 0.01% | 168 |
|
|
2024
Q3 | $500K | Hold |
4,000
| – | – | 0.01% | 194 |
|
|
2024
Q2 | $472K | Hold |
4,000
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $450K | Sell |
4,000
-305
| -7% | -$34.3K | 0.01% | 205 |
|
|
2023
Q4 | $401K | Hold |
4,305
| – | – | 0.01% | 216 |
|
|
2023
Q3 | $386K | Buy |
4,305
+305
| +8% | +$27.4K | 0.01% | 186 |
|
|
2023
Q2 | $307K | Sell |
4,000
-108
| -3% | -$8.3K | 0.01% | 220 |
|
|
2023
Q1 | $259K | Buy |
4,108
+108
| +3% | +$6.82K | 0.01% | 226 |
|
|
2022
Q4 | $255K | Buy |
+4,000
| New | +$255K | 0.01% | 228 |
|
|
2022
Q2 | – | Sell |
-4,000
| Closed | -$248K | – | 245 |
|
|
2022
Q1 | $248K | Buy |
+4,000
| New | +$248K | 0.01% | 224 |
|
|
2021
Q4 | – | Sell |
-4,000
| Closed | -$246K | – | 248 |
|
|
2021
Q3 | $246K | Hold |
4,000
| – | – | 0.01% | 207 |
|
|
2021
Q2 | $249K | Buy |
+4,000
| New | +$249K | 0.01% | 212 |
|