Rothschild Investment LLC’s Apollo Global Management APO Stock Holding History

Rothschild Investment LLC’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.58M	Sell	46,356 -5,585	-11%	-$792K	0.41%	59
2025 Q1	$7.11M	Sell	51,941 -127	-0.2%	-$17.4K	0.48%	58
2024 Q4	$8.6M	Buy	52,068 +35,237	+209%	+$5.82M	0.56%	46
2024 Q3	$2.1M	Sell	16,831 -164	-1%	-$20.5K	0.14%	142
2024 Q2	$2.01M	Sell	16,995 -257	-1%	-$30.3K	0.14%	133
2024 Q1	$1.94M	Buy	17,252 +13,652	+379%	+$1.54M	0.14%	135
2023 Q4	$336K	Sell	3,600 -13,749	-79%	-$1.28M	0.03%	344
2023 Q3	$1.56M	Sell	17,349 -348	-2%	-$31.2K	0.13%	152
2023 Q2	$1.36M	Hold	17,697	–	–	0.11%	176
2023 Q1	$1.12M	Hold	17,697	–	–	0.1%	198
2022 Q4	$1.13M	Buy	17,697 +250	+1%	+$15.9K	0.1%	189
2022 Q3	$811K	Sell	17,447 -8,647	-33%	-$402K	0.08%	231
2022 Q2	$1.27M	Buy	26,094 +21	+0.1%	+$1.02K	0.12%	180
2022 Q1	$1.62M	Buy	26,073 +13,459	+107%	+$834K	0.13%	160
2021 Q4	$913K	Buy	12,614 +650	+5%	+$47K	0.07%	238
2021 Q3	$737K	Hold	11,964	–	–	0.06%	251
2021 Q2	$745K	Buy	11,964 +1,000	+9%	+$62.3K	0.06%	259
2021 Q1	$516K	Buy	10,964 +379	+4%	+$17.8K	0.04%	301
2020 Q4	$518K	Buy	10,585 +500	+5%	+$24.5K	0.05%	279
2020 Q3	$451K	Hold	10,085	–	–	0.05%	273
2020 Q2	$503K	Hold	10,085	–	–	0.06%	247
2020 Q1	$338K	Buy	10,085 +1,108	+12%	+$37.1K	0.04%	295
2019 Q4	$428K	Sell	8,977 -66,650	-88%	-$3.18M	0.04%	314
2019 Q3	$2.86M	Sell	75,627 -4,950	-6%	-$187K	0.33%	87
2019 Q2	$2.76M	Buy	80,577 +400	+0.5%	+$13.7K	0.33%	90
2019 Q1	$2.27M	Hold	80,177	–	–	0.27%	106
2018 Q4	$1.97M	Sell	80,177 -1,400	-2%	-$34.4K	0.26%	101
2018 Q3	$2.82M	Buy	81,577 +4	+0%	+$138	0.33%	84
2018 Q2	$2.6M	Buy	81,573 +3	+0%	+$96	0.33%	85
2018 Q1	$2.42M	Sell	81,570 -294	-0.4%	-$8.71K	0.31%	84
2017 Q4	$2.74M	Buy	81,864 +4	+0%	+$134	0.3%	81
2017 Q3	$2.46M	Buy	81,860 +300	+0.4%	+$9.03K	0.28%	84
2017 Q2	$2.16M	Buy	+81,560	New	+$2.16M	0.24%	101