SFPG

Stonebridge Financial Planning Group’s Apollo Global Management APO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$497K	Hold	3,500	–	–	0.21%	111
2025 Q1	$479K	Hold	3,500	–	–	0.22%	111
2024 Q4	$578K	Sell	3,500 -500	-13%	-$82.6K	0.26%	97
2024 Q3	$500K	Hold	4,000	–	–	0.24%	105
2024 Q2	$472K	Hold	4,000	–	–	0.24%	103
2024 Q1	$450K	Hold	4,000	–	–	0.24%	105
2023 Q4	$373K	Hold	4,000	–	–	0.21%	112
2023 Q3	$359K	Hold	4,000	–	–	0.23%	102
2023 Q2	$307K	Hold	4,000	–	–	0.19%	108
2023 Q1	$253K	Hold	4,000	–	–	0.16%	110
2022 Q4	$255K	Buy	+4,000	New	+$255K	0.17%	109
2022 Q2	–	Sell	-4,000	Closed	-$248K	–	112
2022 Q1	$248K	Hold	4,000	–	–	0.14%	101
2021 Q4	$273K	Hold	4,000	–	–	0.14%	102
2021 Q3	$312K	Hold	4,000	–	–	0.15%	100
2021 Q2	$245K	Sell	4,000 -3,000	-43%	-$184K	0.13%	110
2021 Q1	$333K	Hold	7,000	–	–	0.19%	82
2020 Q4	$343K	Hold	7,000	–	–	0.22%	74
2020 Q3	$283K	Sell	7,000 -8,000	-53%	-$323K	0.2%	75
2020 Q2	$749K	Buy	+15,000	New	+$749K	0.64%	41
2020 Q1	–	Sell	-15,000	Closed	-$716K	–	404
2019 Q4	$716K	Buy	+15,000	New	+$716K	0.65%	41