Realta 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-4,202
| Closed | -$496K | – | 376 |
|
2024
Q2 | $496K | Buy |
4,202
+72
| +2% | +$8.5K | 0.1% | 225 |
|
2024
Q1 | $464K | Buy |
4,130
+523
| +14% | +$58.8K | 0.1% | 245 |
|
2023
Q4 | $336K | Sell |
3,607
-384
| -10% | -$35.8K | 0.08% | 293 |
|
2023
Q3 | $307K | Hold |
3,991
| – | – | 0.07% | 290 |
|
2023
Q2 | $307K | Buy |
3,991
+263
| +7% | +$20.2K | 0.07% | 295 |
|
2023
Q1 | $235K | Buy |
3,728
+38
| +1% | +$2.4K | 0.06% | 344 |
|
2022
Q4 | $235K | Sell |
3,690
-608
| -14% | -$38.8K | 0.06% | 355 |
|
2022
Q3 | $200K | Buy |
+4,298
| New | +$200K | 0.05% | 361 |
|
2022
Q1 | – | Sell |
-3,336
| Closed | -$242K | – | 430 |
|
2021
Q4 | $242K | Sell |
3,336
-588
| -15% | -$42.7K | 0.05% | 360 |
|
2021
Q3 | $242K | Sell |
3,924
-721
| -16% | -$44.5K | 0.06% | 345 |
|
2021
Q2 | $289K | Buy |
4,645
+183
| +4% | +$11.4K | 0.07% | 295 |
|
2021
Q1 | $210K | Buy |
+4,462
| New | +$210K | 0.06% | 345 |
|
2020
Q1 | – | Sell |
-975
| Closed | -$43K | – | 355 |
|
2019
Q4 | $43K | Buy |
975
+494
| +103% | +$21.8K | 0.01% | 703 |
|
2019
Q3 | $19K | Sell |
481
-3,119
| -87% | -$123K | 0.01% | 928 |
|
2019
Q2 | $122K | Buy |
3,600
+150
| +4% | +$5.08K | 0.03% | 447 |
|
2019
Q1 | $95K | Buy |
+3,450
| New | +$95K | 0.04% | 403 |
|