Commonwealth Equity Services’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
4,962
-1,786
-26% -$411K ﹤0.01% 2450
2025
Q1
$1.48M Buy
6,748
+1,198
+22% +$263K ﹤0.01% 2154
2024
Q4
$1.37M Buy
5,550
+703
+15% +$173K ﹤0.01% 2157
2024
Q3
$1.14M Buy
4,847
+1,393
+40% +$328K ﹤0.01% 2241
2024
Q2
$845K Buy
3,454
+636
+23% +$156K ﹤0.01% 2407
2024
Q1
$695K Sell
2,818
-857
-23% -$211K ﹤0.01% 2531
2023
Q4
$637K Buy
3,675
+44
+1% +$7.63K ﹤0.01% 2518
2023
Q3
$663K Sell
3,631
-375
-9% -$68.5K ﹤0.01% 2353
2023
Q2
$690K Buy
4,006
+120
+3% +$20.7K ﹤0.01% 2368
2023
Q1
$483 Buy
3,886
+570
+17% +$71 ﹤0.01% 2585
2022
Q4
$349K Buy
3,316
+238
+8% +$25K ﹤0.01% 2756
2022
Q3
$322K Buy
3,078
+110
+4% +$11.5K ﹤0.01% 2763
2022
Q2
$269K Buy
2,968
+143
+5% +$13K ﹤0.01% 2939
2022
Q1
$319K Buy
2,825
+193
+7% +$21.8K ﹤0.01% 2911
2021
Q4
$318K Buy
2,632
+758
+40% +$91.6K ﹤0.01% 2926
2021
Q3
$225K Buy
1,874
+445
+31% +$53.4K ﹤0.01% 3170
2021
Q2
$201K Sell
1,429
-204
-12% -$28.7K ﹤0.01% 3260
2021
Q1
$230K Sell
1,633
-11
-0.7% -$1.55K ﹤0.01% 3009
2020
Q4
$295K Buy
1,644
+12
+0.7% +$2.15K ﹤0.01% 2599
2020
Q3
$231K Hold
1,632
﹤0.01% 2588
2020
Q2
$265K Buy
+1,632
New +$265K ﹤0.01% 2365