Cambridge Investment Research Advisors’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,413
Closed -$349K 3504
2024
Q4
$349K Sell
1,413
-224
-14% -$55.3K ﹤0.01% 2719
2024
Q3
$385K Buy
1,637
+422
+35% +$99.2K ﹤0.01% 2627
2024
Q2
$297K Buy
1,215
+64
+6% +$15.6K ﹤0.01% 2711
2024
Q1
$284K Buy
+1,151
New +$284K ﹤0.01% 2741