Atria Investments’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$882K Buy
3,830
+178
+5% +$41K 0.01% 1100
2025
Q1
$803K Buy
3,652
+2,596
+246% +$571K 0.01% 1103
2024
Q4
$261K Buy
1,056
+134
+15% +$33.1K ﹤0.01% 1662
2024
Q3
$217K Sell
922
-22
-2% -$5.18K ﹤0.01% 1789
2024
Q2
$231K Buy
+944
New +$231K ﹤0.01% 1738