Allworth Financial’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $46.9K | Buy |
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|
2025
Q2 | $30.4K | Sell |
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|
2025
Q1 | $38K | Buy |
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|
2024
Q4 | $35.8K | Buy |
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|
2024
Q3 | $31.5K | Hold |
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|
2024
Q2 | $35.2K | Sell |
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|
2024
Q1 | $33.6K | Buy |
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|
2023
Q4 | $23K | Buy |
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|
2023
Q3 | $22.5K | Hold |
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|
2023
Q2 | $21.2K | Sell |
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|
2023
Q1 | $17.9K | Buy |
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|
2022
Q4 | $9.8K | Buy |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $12K | Buy |
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