Cetera Investment Advisers’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
2,222
+387
| +21% | +$89.1K | ﹤0.01% | 2956 |
|
|
2025
Q1 | $404K | Buy |
+1,835
| New | +$404K | ﹤0.01% | 3023 |
|
|
2024
Q4 | – | Sell |
-1,210
| Closed | -$285K | – | 3741 |
|
|
2024
Q3 | $285K | Sell |
1,210
-631
| -34% | -$149K | ﹤0.01% | 3104 |
|
|
2024
Q2 | $450K | Buy |
1,841
+656
| +55% | +$160K | ﹤0.01% | 2675 |
|
|
2024
Q1 | $292K | Buy |
+1,185
| New | +$292K | ﹤0.01% | 3065 |
|