Next Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $90K | Buy |
1,240
+764
| +161% | +$55.5K | 0.01% | 1209 |
|
|
2021
Q3 | $29K | Sell |
476
-5,386
| -92% | -$328K | ﹤0.01% | 1651 |
|
|
2021
Q2 | $365K | Buy |
5,862
+5,528
| +1,655% | +$344K | 0.03% | 588 |
|
|
2021
Q1 | $16K | Buy |
334
+246
| +280% | +$11.8K | ﹤0.01% | 1713 |
|
|
2020
Q4 | $4K | Hold |
88
| – | – | ﹤0.01% | 2020 |
|
|
2020
Q3 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 1888 |
|
|
2020
Q2 | – | Sell |
-88
| Closed | -$3K | – | 664 |
|
|
2020
Q1 | $3K | Hold |
88
| – | – | ﹤0.01% | 1810 |
|
|
2019
Q4 | $4K | Hold |
88
| – | – | ﹤0.01% | 1999 |
|
|
2019
Q3 | $3K | Sell |
88
-1,500
| -94% | -$51.1K | ﹤0.01% | 1988 |
|
|
2019
Q2 | $54K | Buy |
+1,588
| New | +$54K | 0.01% | 1135 |
|
|
2019
Q1 | – | Sell |
-3,488
| Closed | -$86K | – | 1640 |
|
|
2018
Q4 | $86K | Sell |
3,488
-4,712
| -57% | -$116K | 0.02% | 634 |
|
|
2018
Q3 | $283K | Hold |
8,200
| – | – | 0.13% | 151 |
|
|
2018
Q2 | $261K | Buy |
+8,200
| New | +$261K | 0.1% | 228 |
|
|
2017
Q4 | – | Sell |
-5,900
| Closed | -$184K | – | 326 |
|
|
2017
Q3 | $184K | Sell |
5,900
-500
| -8% | -$15.6K | 0.05% | 339 |
|
|
2017
Q2 | $169K | Buy |
6,400
+3,300
| +106% | +$87.1K | 0.04% | 399 |
|
|
2017
Q1 | $83K | Buy |
3,100
+3,020
| +3,775% | +$80.9K | 0.02% | 552 |
|
|
2016
Q4 | $2K | Buy |
80
+1
| +1% | +$25 | ﹤0.01% | 2140 |
|
|
2016
Q3 | $1K | Buy |
+79
| New | +$1K | ﹤0.01% | 2241 |
|
|
2015
Q4 | – | Sell |
-176
| Closed | -$3K | – | 1770 |
|
|
2015
Q3 | $3K | Sell |
176
-1,364
| -89% | -$23.3K | ﹤0.01% | 1528 |
|
|
2015
Q2 | $34K | Sell |
1,540
-611
| -28% | -$13.5K | 0.01% | 806 |
|
|
2015
Q1 | $46K | Sell |
2,151
-1,102
| -34% | -$23.6K | 0.01% | 689 |
|
|
2014
Q4 | $77K | Sell |
3,253
-2,715
| -45% | -$64.3K | 0.03% | 533 |
|
|
2014
Q3 | $142K | Sell |
5,968
-1,079
| -15% | -$25.7K | 0.03% | 551 |
|
|
2014
Q2 | $173K | Buy |
+7,047
| New | +$173K | 0.09% | 171 |
|