Capital Advisors Inc’s Apollo Global Management APO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$579K Sell
2025
Q2
$619K Buy
2025
Q1
$595K Buy
2024
Q4
$695K Buy
2024
Q3
$500K Hold
2024
Q2
$472K Hold
2024
Q1
$450K Sell
2023
Q4
$401K Hold
2023
Q3
$386K Buy
2023
Q2
$307K Sell
2023
Q1
$259K Buy
2022
Q4
$255K Buy
2022
Q2
Sell
2022
Q1
$248K Buy
2021
Q4
Sell
2021
Q3
$246K Hold
2021
Q2
$249K Buy