D.A. Davidson & Co’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 | $1.77M | Buy |
12,481
+741
| +6% | +$105K | 0.01% | 647 |
|
|
2025
Q1 | $1.61M | Buy |
11,740
+1,658
| +16% | +$227K | 0.01% | 636 |
|
|
2024
Q4 | $1.67M | Buy |
10,082
+452
| +5% | +$74.7K | 0.01% | 623 |
|
|
2024
Q3 | $1.2M | Buy |
9,630
+5,026
| +109% | +$628K | 0.01% | 699 |
|
|
2024
Q2 | $544K | Sell |
4,604
-500
| -10% | -$59K | ﹤0.01% | 943 |
|
|
2024
Q1 | $574K | Sell |
5,104
-100
| -2% | -$11.2K | 0.01% | 939 |
|
|
2023
Q4 | $485K | Hold |
5,204
| – | – | ﹤0.01% | 965 |
|
|
2023
Q3 | $467K | Sell |
5,204
-5,100
| -49% | -$458K | 0.01% | 932 |
|
|
2023
Q2 | $791K | Hold |
10,304
| – | – | 0.01% | 767 |
|
|
2023
Q1 | $649K | Sell |
10,304
-100
| -1% | -$6.3K | 0.01% | 816 |
|
|
2022
Q4 | $663K | Sell |
10,404
-4,152
| -29% | -$265K | 0.01% | 762 |
|
|
2022
Q3 | $678K | Sell |
14,556
-183
| -1% | -$8.52K | 0.01% | 716 |
|
|
2022
Q2 | $715K | Buy |
14,739
+1,146
| +8% | +$55.6K | 0.01% | 702 |
|
|
2022
Q1 | $843K | Sell |
13,593
-4,453
| -25% | -$276K | 0.01% | 703 |
|
|
2021
Q4 | $1.31M | Buy |
18,046
+4,478
| +33% | +$325K | 0.01% | 576 |
|
|
2021
Q3 | $836K | Buy |
13,568
+994
| +8% | +$61.2K | 0.01% | 685 |
|
|
2021
Q2 | $782K | Sell |
12,574
-5,272
| -30% | -$328K | 0.01% | 698 |
|
|
2021
Q1 | $839K | Buy |
17,846
+8,639
| +94% | +$406K | 0.01% | 641 |
|
|
2020
Q4 | $450K | Buy |
+9,207
| New | +$450K | 0.01% | 747 |
|
|
2017
Q3 | – | Sell |
-2,947
| Closed | -$77K | – | 1127 |
|
|
2017
Q2 | $77K | Hold |
2,947
| – | – | ﹤0.01% | 1368 |
|
|
2017
Q1 | $71K | Hold |
2,947
| – | – | ﹤0.01% | 1374 |
|
|
2016
Q4 | $57K | Buy |
+2,947
| New | +$57K | ﹤0.01% | 1541 |
|
|
2016
Q3 | – | Sell |
-2,947
| Closed | -$44K | – | 2378 |
|
|
2016
Q2 | $44K | Buy |
2,947
+365
| +14% | +$5.45K | ﹤0.01% | 1460 |
|
|
2016
Q1 | $44K | Hold |
2,582
| – | – | ﹤0.01% | 1432 |
|
|
2015
Q4 | $39K | Hold |
2,582
| – | – | ﹤0.01% | 1488 |
|
|
2015
Q3 | $44K | Hold |
2,582
| – | – | ﹤0.01% | 1423 |
|
|
2015
Q2 | $57K | Sell |
2,582
-432
| -14% | -$9.54K | ﹤0.01% | 1370 |
|
|
2015
Q1 | $65K | Buy |
3,014
+200
| +7% | +$4.31K | ﹤0.01% | 1323 |
|
|
2014
Q4 | $66K | Buy |
2,814
+1,372
| +95% | +$32.2K | ﹤0.01% | 1321 |
|
|
2014
Q3 | $34K | Sell |
1,442
-19,498
| -93% | -$460K | ﹤0.01% | 1543 |
|
|
2014
Q2 | $580K | Buy |
20,940
+1,750
| +9% | +$48.5K | 0.02% | 556 |
|
|
2014
Q1 | $610K | Sell |
19,190
-519
| -3% | -$16.5K | 0.02% | 546 |
|
|
2013
Q4 | $623K | Buy |
19,709
+59
| +0.3% | +$1.87K | 0.02% | 526 |
|
|
2013
Q3 | $555K | Buy |
19,650
+1,000
| +5% | +$28.2K | 0.03% | 478 |
|
|
2013
Q2 | $449K | Buy |
+18,650
| New | +$449K | 0.02% | 503 |
|