Jones Financial Companies’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $90K | Buy |
396
+54
| +16% | +$12.3K | ﹤0.01% | 1979 |
|
2025
Q1 | $75.7K | Buy |
342
+95
| +38% | +$21K | ﹤0.01% | 1892 |
|
2024
Q4 | $60.9K | Buy |
247
+93
| +60% | +$22.9K | ﹤0.01% | 1799 |
|
2024
Q3 | $36.1K | Buy |
154
+144
| +1,440% | +$33.8K | ﹤0.01% | 1760 |
|
2024
Q2 | $2.45K | Buy |
+10
| New | +$2.45K | ﹤0.01% | 2118 |
|