Steward Partners Investment Advisory’s Apollo Global Management APO Stock Holding History

Steward Partners Investment Advisory’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	$11.2M	Buy	79,297 +12,391	+19%	+$1.76M	0.09%	228
2025 Q1	$9.16M	Buy	66,906 +1,085	+2%	+$149K	0.08%	248
2024 Q4	$10.9M	Buy	65,821 +18,946	+40%	+$3.13M	0.1%	207
2024 Q3	$5.86M	Buy	46,875 +12,973	+38%	+$1.62M	0.05%	325
2024 Q2	$4M	Buy	33,902 +721	+2%	+$85.1K	0.04%	388
2024 Q1	$3.73M	Buy	33,181 +18,262	+122%	+$2.05M	0.04%	402
2023 Q4	$1.39M	Buy	14,919 +877	+6%	+$81.7K	0.02%	615
2023 Q3	$1.26M	Buy	14,042 +93	+0.7%	+$8.35K	0.02%	601
2023 Q2	$1.07M	Sell	13,949 -11,316	-45%	-$869K	0.02%	672
2023 Q1	$1.6M	Buy	25,265 +1,081	+4%	+$68.3K	0.03%	535
2022 Q4	$1.54M	Sell	24,184 -732	-3%	-$46.7K	0.03%	529
2022 Q3	$1.16M	Sell	24,916 -1,062	-4%	-$49.4K	0.02%	575
2022 Q2	$1.26M	Sell	25,978 -9,570	-27%	-$464K	0.02%	567
2022 Q1	$2.2M	Buy	35,548 +16,306	+85%	+$1.01M	0.03%	448
2021 Q4	$1.39M	Buy	19,242 +977	+5%	+$70.8K	0.02%	600
2021 Q3	$1.13M	Buy	18,265 +3,987	+28%	+$246K	0.02%	622
2021 Q2	$888K	Buy	14,278 +3,125	+28%	+$194K	0.02%	722
2021 Q1	$524K	Buy	11,153 +3,061	+38%	+$144K	0.01%	875
2020 Q4	$396K	Sell	8,092 -67	-0.8%	-$3.28K	0.01%	825
2020 Q3	$365K	Buy	8,159 +2,926	+56%	+$131K	0.01%	753
2020 Q2	$261K	Buy	5,233 +2,301	+78%	+$115K	0.01%	795
2020 Q1	$98K	Sell	2,932 -6,431	-69%	-$215K	﹤0.01%	1004
2019 Q4	$446K	Buy	9,363 +801	+9%	+$38.2K	0.01%	650
2019 Q3	$323K	Sell	8,562 -62	-0.7%	-$2.34K	0.01%	705
2019 Q2	$295K	Sell	8,624 -778	-8%	-$26.6K	0.01%	700
2019 Q1	$265K	Sell	9,402 -1,046	-10%	-$29.5K	0.01%	670
2018 Q4	$256K	Sell	10,448 -1,308	-11%	-$32K	0.01%	635
2018 Q3	$406K	Buy	11,756 +1,951	+20%	+$67.4K	0.02%	561
2018 Q2	$312K	Buy	9,805 +1,048	+12%	+$33.3K	0.02%	558
2018 Q1	$259K	Buy	+8,757	New	+$259K	0.02%	570