Fiduciary Group’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 | $906K | Buy |
6,388
+80
| +1% | +$11.4K | 0.09% | 161 |
|
|
2025
Q1 | $864K | Hold |
6,308
| – | – | 0.09% | 163 |
|
|
2024
Q4 | $1.04M | Sell |
6,308
-816
| -11% | -$135K | 0.1% | 149 |
|
|
2024
Q3 | $890K | Sell |
7,124
-72
| -1% | -$8.99K | 0.09% | 156 |
|
|
2024
Q2 | $850K | Sell |
7,196
-90
| -1% | -$10.6K | 0.09% | 158 |
|
|
2024
Q1 | $819K | Sell |
7,286
-24
| -0.3% | -$2.7K | 0.09% | 151 |
|
|
2023
Q4 | $681K | Sell |
7,310
-85
| -1% | -$7.92K | 0.08% | 155 |
|
|
2023
Q3 | $664K | Hold |
7,395
| – | – | 0.08% | 137 |
|
|
2023
Q2 | $568K | Sell |
7,395
-480
| -6% | -$36.9K | 0.07% | 152 |
|
|
2023
Q1 | $497K | Buy |
7,875
+271
| +4% | +$17.1K | 0.06% | 157 |
|
|
2022
Q4 | $485K | Sell |
7,604
-78
| -1% | -$4.98K | 0.06% | 158 |
|
|
2022
Q3 | $493K | Buy |
7,682
+148
| +2% | +$9.5K | 0.06% | 155 |
|
|
2022
Q2 | $459K | Hold |
7,534
| – | – | 0.06% | 162 |
|
|
2022
Q1 | $384K | Buy |
7,534
+2,574
| +52% | +$131K | 0.05% | 169 |
|
|
2021
Q4 | $359K | Buy |
4,960
+285
| +6% | +$20.6K | 0.04% | 181 |
|
|
2021
Q3 | $373K | Buy |
4,675
+150
| +3% | +$12K | 0.04% | 177 |
|
|
2021
Q2 | $276K | Buy |
4,525
+725
| +19% | +$44.2K | 0.03% | 199 |
|
|
2021
Q1 | $210K | Buy |
+3,800
| New | +$210K | 0.03% | 220 |
|