Patriot Financial Group Insurance Agency’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 | – | Sell |
-1,674
| Closed | -$229K | – | 530 |
|
|
2025
Q1 | $229K | Buy |
1,674
+205
| +14% | +$28.1K | 0.03% | 431 |
|
|
2024
Q4 | $243K | Buy |
+1,469
| New | +$243K | 0.03% | 411 |
|
|
2022
Q3 | – | Sell |
-501
| Closed | -$24K | – | 481 |
|
|
2022
Q2 | $24K | Buy |
501
+1
| +0.2% | +$48 | ﹤0.01% | 942 |
|
|
2022
Q1 | $31K | Buy |
500
+382
| +324% | +$23.7K | 0.01% | 923 |
|
|
2021
Q4 | $9K | Buy |
118
+25
| +27% | +$1.91K | ﹤0.01% | 1510 |
|
|
2021
Q3 | $6K | Buy |
+93
| New | +$6K | ﹤0.01% | 1626 |
|