Allworth Financial’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4K | Sell |
132
-30
| -19% | -$6.91K | ﹤0.01% | 2241 |
|
|
2025
Q1 | $38K | Buy |
162
+23
| +17% | +$5.4K | ﹤0.01% | 1682 |
|
|
2024
Q4 | $35.8K | Buy |
139
+5
| +4% | +$1.29K | ﹤0.01% | 1749 |
|
|
2024
Q3 | $31.5K | Hold |
134
| – | – | ﹤0.01% | 1622 |
|
|
2024
Q2 | $35.2K | Sell |
134
-2
| -1% | -$526 | ﹤0.01% | 1544 |
|
|
2024
Q1 | $33.6K | Buy |
136
+3
| +2% | +$740 | ﹤0.01% | 1479 |
|
|
2023
Q4 | $23K | Buy |
133
+10
| +8% | +$1.73K | ﹤0.01% | 1570 |
|
|
2023
Q3 | $22.5K | Hold |
123
| – | – | ﹤0.01% | 1449 |
|
|
2023
Q2 | $21.2K | Sell |
123
-21
| -15% | -$3.62K | ﹤0.01% | 1498 |
|
|
2023
Q1 | $17.9K | Buy |
144
+51
| +55% | +$6.35K | ﹤0.01% | 1521 |
|
|
2022
Q4 | $9.8K | Buy |
93
+3
| +3% | +$316 | ﹤0.01% | 1694 |
|
|
2022
Q3 | $9K | Hold |
90
| – | – | ﹤0.01% | 1688 |
|
|
2022
Q2 | $8K | Sell |
90
-17
| -16% | -$1.51K | ﹤0.01% | 1618 |
|
|
2022
Q1 | $12K | Buy |
+107
| New | +$12K | ﹤0.01% | 1424 |
|