Northeast Financial Consultants’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	$3.51M	Hold	24,731	–	–	0.14%	78
2025 Q1	$3.39M	Hold	24,731	–	–	0.15%	83
2024 Q4	$4.08M	Hold	24,731	–	–	0.17%	72
2024 Q3	$3.09M	Sell	24,731 -50	-0.2%	-$6.25K	0.14%	85
2024 Q2	$2.93M	Sell	24,781 -16,571	-40%	-$1.96M	0.13%	85
2024 Q1	$4.65M	Sell	41,352 -246	-0.6%	-$27.7K	0.23%	67
2023 Q4	$3.88M	Hold	41,598	–	–	0.21%	69
2023 Q3	$3.73M	Hold	41,598	–	–	0.23%	63
2023 Q2	$3.2M	Hold	41,598	–	–	0.2%	76
2023 Q1	$2.63M	Hold	41,598	–	–	0.17%	89
2022 Q4	$2.65M	Sell	41,598 -315	-0.8%	-$20.1K	0.18%	86
2022 Q3	$1.95M	Hold	41,913	–	–	0.14%	91
2022 Q2	$2.03M	Hold	41,913	–	–	0.14%	91
2022 Q1	$2.6M	Buy	+41,913	New	+$2.6M	0.15%	88
2021 Q4	–	Sell	-41,700	Closed	-$2.57M	–	358
2021 Q3	$2.57M	Hold	41,700	–	–	0.17%	77
2021 Q2	$2.59M	Hold	41,700	–	–	0.17%	79
2021 Q1	$1.96M	Sell	41,700 -6,899	-14%	-$324K	0.15%	88
2020 Q4	$2.38M	Buy	48,599 +183	+0.4%	+$8.96K	0.2%	72
2020 Q3	$2.17M	Hold	48,416	–	–	0.2%	74
2020 Q2	$2.42M	Buy	48,416 +3,139	+7%	+$157K	0.23%	66
2020 Q1	$1.52M	Sell	45,277 -166,817	-79%	-$5.59M	0.17%	78
2019 Q4	$10.1M	Buy	212,094 +97	+0%	+$4.63K	0.9%	28
2019 Q3	$8.02M	Buy	+211,997	New	+$8.02M	0.82%	32
2019 Q2	–	Hold	0	–	-$1.12M	–	98
2019 Q1	–	Hold	0	–	-$763K	–	105
2018 Q4	–	Sell	-10,219	Closed	-$353K	–	108
2018 Q3	$353K	Buy	+10,219	New	+$353K	0.1%	107