Edgestream Partners’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$610K Sell
2,648
-11,533
-81% -$2.66M 0.02% 707
2025
Q1
$3.12M Sell
14,181
-2,315
-14% -$509K 0.11% 369
2024
Q4
$4.07M Buy
+16,496
New +$4.07M 0.17% 212
2024
Q3
Sell
-10,784
Closed -$2.64M 833
2024
Q2
$2.64M Buy
+10,784
New +$2.64M 0.13% 261
2024
Q1
Sell
-17,717
Closed -$3.07M 800
2023
Q4
$3.07M Buy
+17,717
New +$3.07M 0.22% 134