Capstone 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 | $237K | Buy |
+1,031
| New | +$237K | ﹤0.01% | 789 |
|
|
2024
Q2 | – | Sell |
-5,056
| Closed | -$1.25M | – | 1044 |
|
|
2024
Q1 | $1.25M | Sell |
5,056
-102
| -2% | -$25.2K | ﹤0.01% | 462 |
|
|
2023
Q4 | $894K | Buy |
5,158
+257
| +5% | +$44.5K | ﹤0.01% | 366 |
|
|
2023
Q3 | $895K | Buy |
+4,901
| New | +$895K | ﹤0.01% | 421 |
|