HighTower 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 | $588K | Sell |
2,551
-331
| -11% | -$76.2K | ﹤0.01% | 2375 |
|
|
2025
Q1 | $634K | Buy |
2,882
+1,397
| +94% | +$307K | ﹤0.01% | 2268 |
|
|
2024
Q4 | $366K | Buy |
1,485
+559
| +60% | +$138K | ﹤0.01% | 2713 |
|
|
2024
Q3 | $213K | Sell |
926
-46
| -5% | -$10.6K | ﹤0.01% | 3074 |
|
|
2024
Q2 | $237K | Sell |
972
-154
| -14% | -$37.5K | ﹤0.01% | 2887 |
|
|
2024
Q1 | $281K | Buy |
+1,126
| New | +$281K | ﹤0.01% | 2709 |
|
|
2022
Q2 | – | Sell |
-2,091
| Closed | -$234K | – | 2992 |
|
|
2022
Q1 | $234K | Sell |
2,091
-260
| -11% | -$29.1K | ﹤0.01% | 2683 |
|
|
2021
Q4 | $284K | Buy |
2,351
+84
| +4% | +$10.1K | ﹤0.01% | 2486 |
|
|
2021
Q3 | $273K | Buy |
2,267
+163
| +8% | +$19.6K | ﹤0.01% | 2471 |
|
|
2021
Q2 | $297K | Buy |
2,104
+405
| +24% | +$57.2K | ﹤0.01% | 2367 |
|
|
2021
Q1 | $239K | Buy |
1,699
+7
| +0.4% | +$985 | ﹤0.01% | 2452 |
|
|
2020
Q4 | $307K | Buy |
+1,692
| New | +$307K | ﹤0.01% | 1886 |
|
|
2020
Q3 | – | Sell |
-1,454
| Closed | -$239K | – | 2325 |
|
|
2020
Q2 | $239K | Buy |
+1,454
| New | +$239K | ﹤0.01% | 1860 |
|