First Foundation Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
1,098
| – | – | 0.01% | 301 |
|
|
2025
Q1 | $241K | Hold |
1,098
| – | – | 0.01% | 297 |
|
|
2024
Q4 | $271K | Hold |
1,098
| – | – | 0.01% | 296 |
|
|
2024
Q3 | $258K | Hold |
1,098
| – | – | 0.01% | 302 |
|
|
2024
Q2 | $269K | Hold |
1,098
| – | – | 0.01% | 292 |
|
|
2024
Q1 | $271K | Buy |
+1,098
| New | +$271K | 0.01% | 296 |
|
|
2023
Q4 | – | Sell |
-1,142
| Closed | -$209K | – | 432 |
|
|
2023
Q3 | $209K | Buy |
+1,142
| New | +$209K | 0.01% | 388 |
|