Albion Financial Group’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,594
| Closed | -$85.6K | – | 617 |
|
|
2024
Q4 | $85.6K | Buy |
2,594
+40
| +2% | +$1.32K | 0.01% | 212 |
|
|
2024
Q3 | $87.2K | Buy |
2,554
+54
| +2% | +$1.84K | 0.01% | 211 |
|
|
2024
Q2 | $77.2K | Buy |
2,500
+70
| +3% | +$2.16K | 0.01% | 219 |
|
|
2024
Q1 | $97.1K | Buy |
2,430
+255
| +12% | +$10.2K | 0.01% | 198 |
|
|
2023
Q4 | $81.9K | Sell |
2,175
-308
| -12% | -$11.6K | 0.01% | 204 |
|
|
2023
Q3 | $113K | Buy |
2,483
+210
| +9% | +$9.58K | 0.01% | 186 |
|
|
2023
Q2 | $108K | Sell |
2,273
-1,482
| -39% | -$70.5K | 0.01% | 199 |
|
|
2023
Q1 | $167K | Buy |
3,755
+245
| +7% | +$10.9K | 0.02% | 169 |
|
|
2022
Q4 | $114K | Sell |
3,510
-141
| -4% | -$4.59K | 0.01% | 183 |
|
|
2022
Q3 | $149K | Buy |
3,651
+490
| +16% | +$20K | 0.02% | 173 |
|
|
2022
Q2 | $150K | Sell |
3,161
-902
| -22% | -$42.8K | 0.01% | 181 |
|
|
2022
Q1 | $247K | Sell |
4,063
-427
| -10% | -$26K | 0.02% | 185 |
|
|
2021
Q4 | $293K | Sell |
4,490
-33
| -0.7% | -$2.15K | 0.02% | 190 |
|
|
2021
Q3 | $418K | Buy |
4,523
+711
| +19% | +$65.7K | 0.04% | 152 |
|
|
2021
Q2 | $525K | Buy |
+3,812
| New | +$525K | 0.05% | 146 |
|
|
2020
Q4 | $603K | Buy |
+3,720
| New | +$603K | 0.06% | 130 |
|