PFS
Prospera Financial Services’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
15,657
+853
| +6% | +$121K | 0.04% | 439 |
|
|
2025
Q1 | $2.03M | Buy |
14,804
+1,838
| +14% | +$252K | 0.05% | 386 |
|
|
2024
Q4 | $2.14M | Sell |
12,966
-1,966
| -13% | -$325K | 0.05% | 354 |
|
|
2024
Q3 | $1.87M | Sell |
14,932
-594
| -4% | -$74.3K | 0.05% | 348 |
|
|
2024
Q2 | $1.84M | Buy |
15,526
+8
| +0.1% | +$946 | 0.05% | 358 |
|
|
2024
Q1 | $1.75M | Sell |
15,518
-1,256
| -7% | -$141K | 0.05% | 356 |
|
|
2023
Q4 | $1.56M | Sell |
16,774
-1,395
| -8% | -$130K | 0.05% | 364 |
|
|
2023
Q3 | $1.63M | Sell |
18,169
-4,822
| -21% | -$433K | 0.06% | 306 |
|
|
2023
Q2 | $1.77M | Buy |
22,991
+1,112
| +5% | +$85.5K | 0.07% | 282 |
|
|
2023
Q1 | $1.38M | Sell |
21,879
-425
| -2% | -$26.8K | 0.06% | 335 |
|
|
2022
Q4 | $1.42M | Buy |
22,304
+3,569
| +19% | +$228K | 0.07% | 286 |
|
|
2022
Q3 | $871K | Sell |
18,735
-55,505
| -75% | -$2.58M | 0.05% | 396 |
|
|
2022
Q2 | $3.6M | Sell |
74,240
-13,689
| -16% | -$664K | 0.18% | 128 |
|
|
2022
Q1 | $5.45M | Buy |
87,929
+43,608
| +98% | +$2.7M | 0.23% | 98 |
|
|
2021
Q4 | $3.21M | Sell |
44,321
-18,648
| -30% | -$1.35M | 0.14% | 175 |
|
|
2021
Q3 | $3.88M | Buy |
+62,969
| New | +$3.88M | 0.19% | 130 |
|
|
2021
Q2 | – | Sell |
-107,141
| Closed | -$5.04M | – | 790 |
|
|
2021
Q1 | $5.04M | Buy |
107,141
+68,775
| +179% | +$3.23M | 0.3% | 72 |
|
|
2020
Q4 | $1.88M | Buy |
38,366
+38,052
| +12,118% | +$1.86M | 0.13% | 193 |
|
|
2020
Q3 | $14K | Buy |
+314
| New | +$14K | 0.01% | 998 |
|
|
2020
Q2 | – | Sell |
-116,057
| Closed | -$3.89M | – | 573 |
|
|
2020
Q1 | $3.89M | Buy |
116,057
+23,341
| +25% | +$782K | 0.41% | 42 |
|
|
2019
Q4 | $4.42M | Sell |
92,716
-35,648
| -28% | -$1.7M | 0.34% | 47 |
|
|
2019
Q3 | $4.86M | Buy |
128,364
+76,451
| +147% | +$2.89M | 0.5% | 24 |
|
|
2019
Q2 | $1.78M | Buy |
+51,913
| New | +$1.78M | 0.2% | 108 |
|
|
2019
Q1 | – | Sell |
-80,637
| Closed | -$1.98M | – | 331 |
|
|
2018
Q4 | $1.98M | Buy |
80,637
+56,347
| +232% | +$1.38M | 0.4% | 50 |
|
|
2018
Q3 | $774K | Buy |
24,290
+1,752
| +8% | +$55.8K | 0.14% | 153 |
|
|
2018
Q2 | $719K | Sell |
22,538
-24,086
| -52% | -$768K | 0.1% | 178 |
|
|
2018
Q1 | $1.4M | Buy |
46,624
+1,531
| +3% | +$46K | 0.2% | 112 |
|
|
2017
Q4 | $1.54M | Sell |
45,093
-170
| -0.4% | -$5.8K | 0.24% | 94 |
|
|
2017
Q3 | $1.37M | Buy |
+45,263
| New | +$1.37M | 0.21% | 104 |
|