Guggenheim Capital’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$413K Sell
1,792
-146
-8% -$33.6K ﹤0.01% 1267
2025
Q1
$426K Sell
1,938
-297
-13% -$65.3K ﹤0.01% 1274
2024
Q4
$551K Sell
2,235
-1,112
-33% -$274K ﹤0.01% 1223
2024
Q3
$788K Sell
3,347
-1,539
-31% -$362K 0.01% 1205
2024
Q2
$1.19M Sell
4,886
-14,010
-74% -$3.43M 0.01% 1024
2024
Q1
$4.66M Buy
+18,896
New +$4.66M 0.03% 577