Creative Planning’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
10,729
-1,363
| -11% | -$314K | ﹤0.01% | 1169 |
|
|
2025
Q1 | $2.66M | Sell |
12,092
-2,568
| -18% | -$565K | ﹤0.01% | 1003 |
|
|
2024
Q4 | $3.62M | Buy |
14,660
+13,669
| +1,379% | +$3.37M | ﹤0.01% | 807 |
|
|
2024
Q3 | $233K | Sell |
991
-1,151
| -54% | -$271K | ﹤0.01% | 2723 |
|
|
2024
Q2 | $524K | Buy |
2,142
+867
| +68% | +$212K | ﹤0.01% | 1900 |
|
|
2024
Q1 | $315K | Buy |
+1,275
| New | +$315K | ﹤0.01% | 2204 |
|
|
2021
Q1 | – | Sell |
-4,049
| Closed | -$729K | – | 2336 |
|
|
2020
Q4 | $729K | Buy |
4,049
+49
| +1% | +$8.82K | ﹤0.01% | 1092 |
|
|
2020
Q3 | $567K | Sell |
4,000
-2,476
| -38% | -$351K | ﹤0.01% | 1056 |
|
|
2020
Q2 | $1.05M | Sell |
6,476
-2,570
| -28% | -$418K | ﹤0.01% | 718 |
|
|
2020
Q1 | $1M | Sell |
9,046
-2,202
| -20% | -$244K | ﹤0.01% | 643 |
|
|
2019
Q4 | $1.24M | Buy |
11,248
+7,243
| +181% | +$797K | ﹤0.01% | 692 |
|
|
2019
Q3 | $381K | Sell |
4,005
-1,175
| -23% | -$112K | ﹤0.01% | 1218 |
|
|
2019
Q2 | $530K | Sell |
5,180
-35
| -0.7% | -$3.58K | ﹤0.01% | 1041 |
|
|
2019
Q1 | $414K | Buy |
5,215
+890
| +21% | +$70.7K | ﹤0.01% | 1134 |
|
|
2018
Q4 | $256K | Hold |
4,325
| – | – | ﹤0.01% | 1323 |
|
|
2018
Q3 | $339K | Buy |
4,325
+150
| +4% | +$11.8K | ﹤0.01% | 1304 |
|
|
2018
Q2 | $255K | Buy |
+4,175
| New | +$255K | ﹤0.01% | 1448 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$3K | – | 1941 |
|
|
2017
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 4085 |
|