Kestra Private Wealth Services’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 | $3.29M | Sell |
23,168
-2,641
| -10% | -$375K | 0.05% | 374 |
|
|
2025
Q1 | $3.53M | Buy |
25,809
+1,627
| +7% | +$223K | 0.06% | 324 |
|
|
2024
Q4 | $3.99M | Buy |
+24,182
| New | +$3.99M | 0.07% | 291 |
|
|
2023
Q4 | – | Sell |
-2,394
| Closed | -$215K | – | 1221 |
|
|
2023
Q3 | $215K | Sell |
2,394
-2,087
| -47% | -$187K | 0.01% | 1005 |
|
|
2023
Q2 | $344K | Sell |
4,481
-13
| -0.3% | -$999 | 0.01% | 771 |
|
|
2023
Q1 | $284K | Sell |
4,494
-1,260
| -22% | -$79.6K | 0.01% | 801 |
|
|
2022
Q4 | $367K | Sell |
5,754
-4,624
| -45% | -$295K | 0.02% | 609 |
|
|
2022
Q3 | $483K | Buy |
10,378
+674
| +7% | +$31.4K | 0.03% | 501 |
|
|
2022
Q2 | $470K | Buy |
9,704
+828
| +9% | +$40.1K | 0.03% | 526 |
|
|
2022
Q1 | $550K | Sell |
8,876
-531
| -6% | -$32.9K | 0.03% | 543 |
|
|
2021
Q4 | $681K | Buy |
9,407
+633
| +7% | +$45.8K | 0.03% | 496 |
|
|
2021
Q3 | $540K | Buy |
8,774
+1,853
| +27% | +$114K | 0.03% | 515 |
|
|
2021
Q2 | $430K | Buy |
6,921
+2,640
| +62% | +$164K | 0.03% | 555 |
|
|
2021
Q1 | $201K | Buy |
+4,281
| New | +$201K | 0.01% | 736 |
|