SageView Advisory Group’s Apollo Global Management APO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$420K Buy
2,824
+17
+0.6% +$2.53K 0.02% 412
2025
Q1
$384K Buy
2,807
+60
+2% +$8.22K 0.02% 401
2024
Q4
$454K Buy
2,747
+119
+5% +$19.7K 0.02% 361
2024
Q3
$328K Sell
2,628
-482
-15% -$60.2K 0.02% 367
2024
Q2
$367K Buy
3,110
+494
+19% +$58.3K 0.02% 393
2024
Q1
$294K Sell
2,616
-135
-5% -$15.2K 0.01% 424
2023
Q4
$279K Buy
2,751
+244
+10% +$24.8K 0.01% 531
2023
Q3
$225K Buy
+2,507
New +$225K 0.01% 491