Jones Financial Companies’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2K | Buy |
767
+491
| +178% | +$14.2K | ﹤0.01% | 2545 |
|
|
2025
Q1 | $8.1K | Sell |
276
-179
| -39% | -$5.25K | ﹤0.01% | 2796 |
|
|
2024
Q4 | $15K | Buy |
455
+341
| +299% | +$11.2K | ﹤0.01% | 2362 |
|
|
2024
Q3 | $3.98K | Sell |
114
-228
| -67% | -$7.97K | ﹤0.01% | 2509 |
|
|
2024
Q2 | $10.6K | Buy |
342
+272
| +389% | +$8.39K | ﹤0.01% | 1746 |
|
|
2024
Q1 | $2.8K | Buy |
+70
| New | +$2.8K | ﹤0.01% | 1234 |
|