CAPTRUST Financial 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 | $377K | Sell |
1,635
-891
| -35% | -$205K | ﹤0.01% | 1910 |
|
|
2025
Q1 | $555K | Sell |
2,526
-3,051
| -55% | -$671K | ﹤0.01% | 1589 |
|
|
2024
Q4 | $1.38M | Buy |
5,577
+1,203
| +28% | +$297K | ﹤0.01% | 1061 |
|
|
2024
Q3 | $1.03M | Buy |
4,374
+2,830
| +183% | +$666K | ﹤0.01% | 1169 |
|
|
2024
Q2 | $378K | Buy |
1,544
+140
| +10% | +$34.2K | ﹤0.01% | 1665 |
|
|
2024
Q1 | $346K | Sell |
1,404
-285
| -17% | -$70.3K | ﹤0.01% | 1691 |
|
|
2023
Q4 | $293K | Buy |
1,689
+255
| +18% | +$44.2K | ﹤0.01% | 2129 |
|
|
2023
Q3 | $262K | Buy |
+1,434
| New | +$262K | ﹤0.01% | 2089 |
|
|
2022
Q3 | – | Sell |
-137
| Closed | -$12K | – | 2167 |
|
|
2022
Q2 | $12K | Sell |
137
-14
| -9% | -$1.23K | ﹤0.01% | 3639 |
|
|
2022
Q1 | $17K | Buy |
151
+18
| +14% | +$2.03K | ﹤0.01% | 3474 |
|
|
2021
Q4 | $16K | Buy |
133
+89
| +202% | +$10.7K | ﹤0.01% | 3428 |
|
|
2021
Q3 | $5K | Buy |
44
+37
| +529% | +$4.21K | ﹤0.01% | 3929 |
|
|
2021
Q2 | $1K | Sell |
7
-82
| -92% | -$11.7K | ﹤0.01% | 4299 |
|
|
2021
Q1 | $13K | Hold |
89
| – | – | ﹤0.01% | 3268 |
|
|
2020
Q4 | $16K | Hold |
89
| – | – | ﹤0.01% | 2344 |
|
|
2020
Q3 | $13K | Buy |
+89
| New | +$13K | ﹤0.01% | 2168 |
|
|
2019
Q4 | – | Sell |
-140
| Closed | -$13K | – | 1042 |
|
|
2019
Q3 | $13K | Hold |
140
| – | – | ﹤0.01% | 1411 |
|
|
2019
Q2 | $14K | Buy |
+140
| New | +$14K | ﹤0.01% | 1386 |
|
|
2018
Q4 | – | Sell |
-40
| Closed | -$3K | – | 1583 |
|
|
2018
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 1428 |
|
|
2018
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 1397 |
|