Jones Financial Companies’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 | $1.83M | Buy |
12,799
+1,525
| +14% | +$218K | ﹤0.01% | 784 |
|
2025
Q1 | $1.54M | Buy |
11,274
+2,105
| +23% | +$288K | ﹤0.01% | 729 |
|
2024
Q4 | $1.51M | Buy |
9,169
+5,863
| +177% | +$968K | ﹤0.01% | 633 |
|
2024
Q3 | $416K | Buy |
3,306
+2,488
| +304% | +$313K | ﹤0.01% | 886 |
|
2024
Q2 | $96.6K | Sell |
818
-377
| -32% | -$44.5K | ﹤0.01% | 1060 |
|
2024
Q1 | $134K | Buy |
1,195
+1,183
| +9,858% | +$133K | ﹤0.01% | 532 |
|
2023
Q4 | $1.12K | Buy |
12
+3
| +33% | +$280 | ﹤0.01% | 955 |
|
2023
Q3 | $808 | Buy |
+9
| New | +$808 | ﹤0.01% | 648 |
|
2023
Q2 | – | Sell |
-80
| Closed | -$5.05K | – | 533 |
|
2023
Q1 | $5.05K | Buy |
80
+75
| +1,500% | +$4.74K | ﹤0.01% | 518 |
|
2022
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 730 |
|
2022
Q3 | – | Sell |
-204
| Closed | -$10K | – | 536 |
|
2022
Q2 | $10K | Buy |
+204
| New | +$10K | ﹤0.01% | 471 |
|