Summit Securities Group’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 | $43.1K | Buy |
+304
| New | +$43.1K | 0.01% | 433 |
|
|
2025
Q1 | – | Sell |
-15,400
| Closed | -$2.54M | – | 642 |
|
|
2024
Q4 | $2.54M | Buy |
15,400
+5,900
| +62% | +$974K | 0.52% | 18 |
|
|
2024
Q3 | $1.19M | Buy |
+9,500
| New | +$1.19M | 0.31% | 19 |
|
|
2023
Q1 | – | Sell |
-5,420
| Closed | -$346K | – | 650 |
|
|
2022
Q4 | $346K | Buy |
5,420
+4,720
| +674% | +$301K | 0.01% | 158 |
|
|
2022
Q3 | $33K | Hold |
700
| – | – | ﹤0.01% | 470 |
|
|
2022
Q2 | $34K | Hold |
700
| – | – | ﹤0.01% | 461 |
|
|
2022
Q1 | $43K | Sell |
700
-42,100
| -98% | -$2.59M | ﹤0.01% | 418 |
|
|
2021
Q4 | $3.1M | Buy |
42,800
+5,800
| +16% | +$420K | 0.15% | 62 |
|
|
2021
Q3 | $2.28M | Buy |
+37,000
| New | +$2.28M | 0.18% | 58 |
|
|
2018
Q1 | – | Sell |
-28,200
| Closed | -$944K | – | 87 |
|
|
2017
Q4 | $944K | Buy |
+28,200
| New | +$944K | 0.11% | 61 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 121 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 184 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 143 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 229 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 304 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$4K | – | 454 |
|
|
2015
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 287 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 467 |
|
|
2014
Q3 | – | Sell |
-2,400
| Closed | -$67K | – | 545 |
|
|
2014
Q2 | $67K | Buy |
2,400
+1,400
| +140% | +$39.1K | 0.02% | 268 |
|
|
2014
Q1 | $32K | Buy |
+1,000
| New | +$32K | 0.02% | 198 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$2K | – | 311 |
|
|
2013
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 352 |
|