Summit Financial’s Apollo Global Management APO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Sell
9,391
-3,023
-24% -$429K 0.03% 360
2025
Q1
$1.7M Buy
12,414
+4,622
+59% +$633K 0.05% 282
2024
Q4
$1.29M Buy
7,792
+5,157
+196% +$852K 0.05% 271
2024
Q3
$329K Buy
+2,635
New +$329K 0.01% 445