Resurgent Financial 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
Q1
Sell
-1,569
Closed -$146K 207
2023
Q4
$146K Sell
1,569
-40
-2% -$3.73K 0.09% 198
2023
Q3
$144K Sell
1,609
-153
-9% -$13.7K 0.1% 183
2023
Q2
$135K Sell
1,762
-59
-3% -$4.53K 0.09% 194
2023
Q1
$115K Sell
1,821
-1,256
-41% -$79.3K 0.08% 210
2022
Q4
$196K Sell
3,077
-1,939
-39% -$124K 0.1% 204
2022
Q3
$233K Sell
5,016
-256
-5% -$11.9K 0.16% 161
2022
Q2
$256K Buy
5,272
+373
+8% +$18.1K 0.16% 143
2022
Q1
$304K Buy
+4,899
New +$304K 0.19% 122