Corient Private Wealth’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-981
Closed -$216K 2530
2025
Q1
$216K Buy
+981
New +$216K ﹤0.01% 2028