Independent Advisor Alliance’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
1,625
-617
| -28% | -$142K | 0.01% | 669 |
|
|
2025
Q1 | $493K | Sell |
2,242
-365
| -14% | -$80.3K | 0.02% | 530 |
|
|
2024
Q4 | $643K | Buy |
2,607
+53
| +2% | +$13.1K | 0.01% | 867 |
|
|
2024
Q3 | $601K | Sell |
2,554
-148
| -5% | -$34.8K | 0.02% | 422 |
|
|
2024
Q2 | $661K | Buy |
2,702
+220
| +9% | +$53.8K | 0.02% | 401 |
|
|
2024
Q1 | $612K | Sell |
2,482
-75
| -3% | -$18.5K | 0.02% | 413 |
|
|
2023
Q4 | $443K | Sell |
2,557
-16
| -0.6% | -$2.77K | 0.02% | 462 |
|
|
2023
Q3 | $470K | Sell |
2,573
-30
| -1% | -$5.48K | 0.02% | 422 |
|
|
2023
Q2 | $448K | Sell |
2,603
-10
| -0.4% | -$1.72K | 0.02% | 448 |
|
|
2023
Q1 | $325K | Buy |
+2,613
| New | +$325K | 0.02% | 497 |
|
|
2022
Q4 | – | Sell |
-2,479
| Closed | -$260K | – | 435 |
|
|
2022
Q3 | $260K | Buy |
+2,479
| New | +$260K | 0.02% | 519 |
|
|
2021
Q1 | – | Sell |
-1,332
| Closed | -$240K | – | 592 |
|
|
2020
Q4 | $240K | Buy |
+1,332
| New | +$240K | 0.02% | 478 |
|
|
2020
Q3 | – | Sell |
-1,332
| Closed | -$217K | – | 494 |
|
|
2020
Q2 | $217K | Buy |
+1,332
| New | +$217K | 0.02% | 422 |
|