Bell Investment Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.67K | Buy |
42
+10
| +31% | +$2.3K | ﹤0.01% | 686 |
|
|
2025
Q1 | $7.04K | Hold |
32
| – | – | ﹤0.01% | 751 |
|
|
2024
Q4 | $7.9K | Sell |
32
-6
| -16% | -$1.48K | ﹤0.01% | 702 |
|
|
2024
Q3 | $8.95K | Hold |
38
| – | – | ﹤0.01% | 667 |
|
|
2024
Q2 | $9.29K | Buy |
38
+8
| +27% | +$1.96K | ﹤0.01% | 640 |
|
|
2024
Q1 | $7.4K | Hold |
30
| – | – | ﹤0.01% | 713 |
|
|
2023
Q4 | $5.2K | Buy |
30
+12
| +67% | +$2.08K | ﹤0.01% | 862 |
|
|
2023
Q3 | $3.29K | Sell |
18
-2
| -10% | -$365 | ﹤0.01% | 1025 |
|
|
2023
Q2 | $3.44K | Buy |
20
+6
| +43% | +$1.03K | ﹤0.01% | 1011 |
|
|
2023
Q1 | $1.74K | Hold |
14
| – | – | ﹤0.01% | 1332 |
|
|
2022
Q4 | $1.48K | Sell |
14
-1
| -7% | -$105 | ﹤0.01% | 1437 |
|
|
2022
Q3 | $2K | Sell |
15
-32
| -68% | -$4.27K | ﹤0.01% | 1034 |
|
|
2022
Q2 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 765 |
|
|
2021
Q4 | $1K | Sell |
8
-1
| -11% | -$125 | ﹤0.01% | 1327 |
|
|
2021
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1251 |
|