Beacon Pointe Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Hold |
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|
2025
Q1 | $439K | Sell |
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|
2024
Q4 | $494K | Sell |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $614K | Buy |
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|
2024
Q1 | $619K | Hold |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $430K | Hold |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $301K | Hold |
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|
2021
Q2 | $353K | Hold |
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|
2021
Q1 | $354K | Hold |
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|
2020
Q4 | $450K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $407K | Buy |
|