Independent Advisor Alliance’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $367K | Sell |
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|
2025
Q2 | $374K | Sell |
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|
2025
Q1 | $493K | Sell |
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|
2024
Q4 | $643K | Buy |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $661K | Buy |
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|
2024
Q1 | $612K | Sell |
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $470K | Sell |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $260K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $240K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $217K | Buy |
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