Concourse Financial Group Securities’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 415 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2532 |
|
|
2024
Q3 | – | Sell |
-125
| Closed | -$3.86K | – | 2522 |
|
|
2024
Q2 | $3.86K | Hold |
125
| – | – | ﹤0.01% | 1909 |
|
|
2024
Q1 | $4.99K | Hold |
125
| – | – | ﹤0.01% | 1880 |
|
|
2023
Q4 | $4.71K | Hold |
125
| – | – | ﹤0.01% | 1857 |
|
|
2023
Q3 | $5.7K | Hold |
125
| – | – | ﹤0.01% | 1786 |
|
|
2023
Q2 | $5.95K | Sell |
125
-3
| -2% | -$143 | ﹤0.01% | 1797 |
|
|
2023
Q1 | $5.68K | Buy |
128
+3
| +2% | +$133 | ﹤0.01% | 1831 |
|
|
2022
Q4 | $4.07K | Buy |
+125
| New | +$4.07K | ﹤0.01% | 1899 |
|
|
2022
Q3 | – | Sell |
-125
| Closed | -$6K | – | 2307 |
|
|
2022
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 1784 |
|
|
2022
Q1 | $8K | Sell |
125
-123
| -50% | -$7.87K | ﹤0.01% | 1737 |
|
|
2021
Q4 | $16K | Buy |
248
+35
| +16% | +$2.26K | ﹤0.01% | 1711 |
|
|
2021
Q3 | $20K | Hold |
213
| – | – | ﹤0.01% | 1650 |
|
|
2021
Q2 | $29K | Hold |
213
| – | – | ﹤0.01% | 1510 |
|
|
2021
Q1 | $28K | Hold |
213
| – | – | ﹤0.01% | 1440 |
|
|
2020
Q4 | $35K | Buy |
213
+8
| +4% | +$1.32K | ﹤0.01% | 1254 |
|
|
2020
Q3 | $13K | Hold |
205
| – | – | ﹤0.01% | 1472 |
|
|
2020
Q2 | $11K | Hold |
205
| – | – | ﹤0.01% | 1448 |
|
|
2020
Q1 | $8K | Buy |
205
+90
| +78% | +$3.51K | ﹤0.01% | 1511 |
|
|
2019
Q4 | $4K | Buy |
+115
| New | +$4K | ﹤0.01% | 1662 |
|
|
2019
Q3 | – | Sell |
-65
| Closed | -$2K | – | 1940 |
|
|
2019
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 1960 |
|
|
2019
Q1 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 1995 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2262 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1795 |
|