OneDigital Investment Advisors’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
$239K Sell
1,686
-474
-22% -$67.2K ﹤0.01% 1295
2025
Q1
$296K Sell
2,160
-733
-25% -$100K ﹤0.01% 1113
2024
Q4
$478K Sell
2,893
-262
-8% -$43.3K 0.01% 908
2024
Q3
$394K Buy
3,155
+34
+1% +$4.25K ﹤0.01% 1028
2024
Q2
$368K Buy
3,121
+760
+32% +$89.7K ﹤0.01% 1016
2024
Q1
$266K Sell
2,361
-4,313
-65% -$485K ﹤0.01% 959
2023
Q4
$622K Buy
+6,674
New +$622K 0.01% 635
2018
Q1
Sell
-832
Closed -$28K 1327
2017
Q4
$28K Buy
+832
New +$28K ﹤0.01% 672