United Capital Financial Advisors’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 | $945K | Buy |
6,664
+1,044
| +19% | +$148K | 0.01% | 596 |
|
|
2025
Q1 | $770K | Buy |
5,620
+816
| +17% | +$112K | 0.01% | 622 |
|
|
2024
Q4 | $793K | Buy |
4,804
+184
| +4% | +$30.4K | 0.01% | 603 |
|
|
2024
Q3 | $577K | Sell |
4,620
-108
| -2% | -$13.5K | ﹤0.01% | 695 |
|
|
2024
Q2 | $558K | Sell |
4,728
-244
| -5% | -$28.8K | ﹤0.01% | 675 |
|
|
2024
Q1 | $559K | Sell |
4,972
-770
| -13% | -$86.6K | ﹤0.01% | 705 |
|
|
2023
Q4 | $535K | Buy |
5,742
+3,390
| +144% | +$316K | ﹤0.01% | 707 |
|
|
2023
Q3 | $211K | Buy |
+2,352
| New | +$211K | ﹤0.01% | 789 |
|
|
2023
Q2 | – | Sell |
-3,543
| Closed | -$224K | – | 892 |
|
|
2023
Q1 | $224K | Sell |
3,543
-9,758
| -73% | -$616K | ﹤0.01% | 895 |
|
|
2022
Q4 | $848K | Sell |
13,301
-497
| -4% | -$31.7K | ﹤0.01% | 651 |
|
|
2022
Q3 | $642K | Sell |
13,798
-725
| -5% | -$33.7K | ﹤0.01% | 706 |
|
|
2022
Q2 | $704K | Sell |
14,523
-5,558
| -28% | -$269K | ﹤0.01% | 709 |
|
|
2022
Q1 | $1.25M | Sell |
20,081
-2,362
| -11% | -$146K | 0.01% | 620 |
|
|
2021
Q4 | $1.63M | Sell |
22,443
-6,690
| -23% | -$485K | 0.01% | 579 |
|
|
2021
Q3 | $1.79M | Sell |
29,133
-7,703
| -21% | -$474K | 0.01% | 548 |
|
|
2021
Q2 | $2.29M | Sell |
36,836
-36,698
| -50% | -$2.28M | 0.01% | 508 |
|
|
2021
Q1 | $3.46M | Buy |
73,534
+24,595
| +50% | +$1.16M | 0.02% | 410 |
|
|
2020
Q4 | $2.4M | Buy |
48,939
+10,964
| +29% | +$537K | 0.01% | 467 |
|
|
2020
Q3 | $1.7M | Buy |
37,975
+8,867
| +30% | +$397K | 0.01% | 535 |
|
|
2020
Q2 | $1.45M | Buy |
29,108
+9,388
| +48% | +$469K | 0.01% | 578 |
|
|
2020
Q1 | $661K | Buy |
19,720
+6,147
| +45% | +$206K | 0.01% | 725 |
|
|
2019
Q4 | $648K | Sell |
13,573
-4,519
| -25% | -$216K | ﹤0.01% | 911 |
|
|
2019
Q3 | $684K | Sell |
18,092
-1,669
| -8% | -$63.1K | ﹤0.01% | 846 |
|
|
2019
Q2 | $678K | Sell |
19,761
-2,928
| -13% | -$100K | ﹤0.01% | 926 |
|
|
2019
Q1 | $641K | Sell |
22,689
-2,965
| -12% | -$83.8K | ﹤0.01% | 902 |
|
|
2018
Q4 | $630K | Sell |
25,654
-1,686
| -6% | -$41.4K | 0.01% | 839 |
|
|
2018
Q3 | $945K | Sell |
27,340
-3,792
| -12% | -$131K | 0.01% | 798 |
|
|
2018
Q2 | $992K | Sell |
31,132
-4,442
| -12% | -$142K | 0.01% | 767 |
|
|
2018
Q1 | $1.05M | Sell |
35,574
-7,066
| -17% | -$209K | 0.01% | 765 |
|
|
2017
Q4 | $1.43M | Sell |
42,640
-4,796
| -10% | -$161K | 0.01% | 695 |
|
|
2017
Q3 | $1.43M | Buy |
47,436
+810
| +2% | +$24.4K | 0.01% | 667 |
|
|
2017
Q2 | $1.23M | Buy |
+46,626
| New | +$1.23M | 0.01% | 707 |
|