IFP 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 | $181K | Sell |
470
-172
| -27% | -$66.1K | 0.01% | 1319 |
|
|
2025
Q1 | $141K | Buy |
642
+623
| +3,279% | +$137K | ﹤0.01% | 1338 |
|
|
2024
Q4 | $4.69K | Buy |
+19
| New | +$4.69K | ﹤0.01% | 2818 |
|
|
2024
Q3 | – | Sell |
-100
| Closed | -$24.5K | – | 3311 |
|
|
2024
Q2 | $24.5K | Hold |
100
| – | – | ﹤0.01% | 1990 |
|
|
2024
Q1 | $24.7K | Buy |
+100
| New | +$24.7K | ﹤0.01% | 1878 |
|
|
2019
Q1 | – | Sell |
-40
| Closed | -$2K | – | 2396 |
|
|
2018
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 3070 |
|
|
2018
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 3340 |
|
|
2018
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 3508 |
|