EFG Asset Management’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
13,497
-115
| -0.8% | -$26.5K | 0.44% | 100 |
|
|
2025
Q1 | $2.99M | Buy |
13,612
+2,796
| +26% | +$615K | 0.5% | 73 |
|
|
2024
Q4 | $2.67M | Sell |
10,816
-233
| -2% | -$57.5K | 0.36% | 122 |
|
|
2024
Q3 | $2.6M | Buy |
11,049
+2,990
| +37% | +$703K | 0.43% | 94 |
|
|
2024
Q2 | $1.97M | Buy |
8,059
+38
| +0.5% | +$9.3K | 0.34% | 116 |
|
|
2024
Q1 | $1.98M | Buy |
8,021
+452
| +6% | +$112K | 0.34% | 122 |
|
|
2023
Q4 | $1.31M | Sell |
7,569
-188
| -2% | -$32.6K | 0.25% | 150 |
|
|
2023
Q3 | $1.42M | Sell |
7,757
-741
| -9% | -$135K | 0.34% | 108 |
|
|
2023
Q2 | $1.46M | Buy |
8,498
+1,340
| +19% | +$230K | 0.31% | 112 |
|
|
2023
Q1 | $891K | Buy |
+7,158
| New | +$891K | 0.2% | 157 |
|