Beacon Pointe Advisors’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Hold |
1,995
| – | – | ﹤0.01% | 893 |
|
|
2025
Q1 | $439K | Sell |
1,995
-7
| -0.3% | -$1.54K | ﹤0.01% | 874 |
|
|
2024
Q4 | $494K | Sell |
2,002
-252
| -11% | -$62.2K | 0.01% | 825 |
|
|
2024
Q3 | $531K | Sell |
2,254
-257
| -10% | -$60.5K | 0.01% | 820 |
|
|
2024
Q2 | $614K | Buy |
2,511
+2
| +0.1% | +$489 | 0.01% | 797 |
|
|
2024
Q1 | $619K | Hold |
2,509
| – | – | 0.01% | 830 |
|
|
2023
Q4 | $435K | Sell |
2,509
-1
| -0% | -$173 | 0.01% | 933 |
|
|
2023
Q3 | $458K | Buy |
2,510
+10
| +0.4% | +$1.83K | 0.01% | 905 |
|
|
2023
Q2 | $430K | Hold |
2,500
| – | – | 0.01% | 754 |
|
|
2023
Q1 | $311K | Hold |
2,500
| – | – | 0.01% | 921 |
|
|
2022
Q4 | $263K | Hold |
2,500
| – | – | 0.01% | 909 |
|
|
2022
Q3 | $262K | Sell |
2,500
-13
| -0.5% | -$1.36K | 0.01% | 837 |
|
|
2022
Q2 | $228K | Buy |
2,513
+13
| +0.5% | +$1.18K | ﹤0.01% | 929 |
|
|
2022
Q1 | $283K | Hold |
2,500
| – | – | ﹤0.01% | 1002 |
|
|
2021
Q4 | $303K | Hold |
2,500
| – | – | 0.01% | 728 |
|
|
2021
Q3 | $301K | Hold |
2,500
| – | – | 0.01% | 704 |
|
|
2021
Q2 | $353K | Hold |
2,500
| – | – | 0.01% | 609 |
|
|
2021
Q1 | $354K | Hold |
2,500
| – | – | 0.02% | 352 |
|
|
2020
Q4 | $450K | Buy |
+2,500
| New | +$450K | 0.03% | 293 |
|
|
2020
Q3 | – | Sell |
-2,500
| Closed | -$407K | – | 402 |
|
|
2020
Q2 | $407K | Buy |
+2,500
| New | +$407K | 0.04% | 264 |
|