Envestnet 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 | $15.6M | Sell |
67,728
-2,701
| -4% | -$622K | ﹤0.01% | 1413 |
|
|
2025
Q1 | $15.5M | Buy |
70,429
+49,508
| +237% | +$10.9M | 0.01% | 1370 |
|
|
2024
Q4 | $5.16M | Sell |
20,921
-8,463
| -29% | -$2.09M | ﹤0.01% | 2079 |
|
|
2024
Q3 | $6.92M | Sell |
29,384
-3,182
| -10% | -$749K | ﹤0.01% | 1888 |
|
|
2024
Q2 | $7.96M | Sell |
32,566
-3,263
| -9% | -$798K | ﹤0.01% | 1700 |
|
|
2024
Q1 | $8.84M | Buy |
35,829
+12,760
| +55% | +$3.15M | ﹤0.01% | 1610 |
|
|
2023
Q4 | $4M | Sell |
23,069
-5,821
| -20% | -$1.01M | ﹤0.01% | 2042 |
|
|
2023
Q3 | $5.28M | Buy |
28,890
+11,523
| +66% | +$2.1M | ﹤0.01% | 1758 |
|
|
2023
Q2 | $2.99M | Buy |
17,367
+972
| +6% | +$167K | ﹤0.01% | 2029 |
|
|
2023
Q1 | $2.04M | Buy |
16,395
+8,030
| +96% | +$1,000K | ﹤0.01% | 2185 |
|
|
2022
Q4 | $882K | Buy |
8,365
+5,690
| +213% | +$600K | ﹤0.01% | 2743 |
|
|
2022
Q3 | $280K | Sell |
2,675
-300
| -10% | -$31.4K | ﹤0.01% | 3390 |
|
|
2022
Q2 | $270K | Sell |
2,975
-1,435
| -33% | -$130K | ﹤0.01% | 3418 |
|
|
2022
Q1 | $499K | Buy |
4,410
+174
| +4% | +$19.7K | ﹤0.01% | 3123 |
|
|
2021
Q4 | $513K | Buy |
4,236
+544
| +15% | +$65.9K | ﹤0.01% | 3062 |
|
|
2021
Q3 | $445K | Buy |
3,692
+94
| +3% | +$11.3K | ﹤0.01% | 3034 |
|
|
2021
Q2 | $508K | Sell |
3,598
-462
| -11% | -$65.2K | ﹤0.01% | 2966 |
|
|
2021
Q1 | $574K | Sell |
4,060
-2,391
| -37% | -$338K | ﹤0.01% | 2764 |
|
|
2020
Q4 | $1.16M | Sell |
6,451
-136
| -2% | -$24.5K | ﹤0.01% | 2108 |
|
|
2020
Q3 | $934K | Buy |
6,587
+229
| +4% | +$32.5K | ﹤0.01% | 2054 |
|
|
2020
Q2 | $1.04M | Buy |
6,358
+567
| +10% | +$92.3K | ﹤0.01% | 1943 |
|
|
2020
Q1 | $643K | Buy |
5,791
+1,007
| +21% | +$112K | ﹤0.01% | 2069 |
|
|
2019
Q4 | $526K | Sell |
4,784
-284
| -6% | -$31.2K | ﹤0.01% | 2428 |
|
|
2019
Q3 | $482K | Sell |
5,068
-1,594
| -24% | -$152K | ﹤0.01% | 2396 |
|
|
2019
Q2 | $681K | Buy |
6,662
+1,977
| +42% | +$202K | ﹤0.01% | 2197 |
|
|
2019
Q1 | $372K | Buy |
4,685
+1,228
| +36% | +$97.5K | ﹤0.01% | 2498 |
|
|
2018
Q4 | $205K | Buy |
+3,457
| New | +$205K | ﹤0.01% | 2687 |
|