Lindbrook Capital’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.25K | Buy |
217
+72
| +50% | +$2.07K | ﹤0.01% | 1864 |
|
|
2024
Q4 | $4.78K | Hold |
145
| – | – | ﹤0.01% | 2003 |
|
|
2024
Q3 | $4.95K | Sell |
145
-6
| -4% | -$205 | ﹤0.01% | 2019 |
|
|
2024
Q2 | $4.66K | Buy |
+151
| New | +$4.66K | ﹤0.01% | 2032 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$182 | – | 2695 |
|
|
2023
Q3 | $182 | Sell |
4
-5
| -56% | -$228 | ﹤0.01% | 2637 |
|
|
2023
Q2 | $428 | Hold |
9
| – | – | ﹤0.01% | 2542 |
|
|
2023
Q1 | $399 | Buy |
9
+4
| +80% | +$177 | ﹤0.01% | 2642 |
|
|
2022
Q4 | $163 | Sell |
5
-23
| -82% | -$750 | ﹤0.01% | 2763 |
|
|
2022
Q3 | $1K | Sell |
28
-24
| -46% | -$857 | ﹤0.01% | 2229 |
|
|
2022
Q2 | $2K | Buy |
52
+11
| +27% | +$423 | ﹤0.01% | 1903 |
|
|
2022
Q1 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 1933 |
|
|
2021
Q4 | – | Sell |
-120
| Closed | -$11K | – | 2065 |
|
|
2021
Q3 | $11K | Sell |
120
-100
| -45% | -$9.17K | ﹤0.01% | 942 |
|
|
2021
Q2 | $30K | Buy |
220
+66
| +43% | +$9K | 0.01% | 631 |
|
|
2021
Q1 | $20K | Buy |
154
+54
| +54% | +$7.01K | ﹤0.01% | 749 |
|
|
2020
Q4 | $16K | Buy |
100
+20
| +25% | +$3.2K | ﹤0.01% | 745 |
|
|
2020
Q3 | $5K | Buy |
80
+29
| +57% | +$1.81K | ﹤0.01% | 1083 |
|
|
2020
Q2 | $3K | Sell |
51
-674
| -93% | -$39.6K | ﹤0.01% | 1230 |
|
|
2020
Q1 | $29K | Buy |
725
+25
| +4% | +$1K | 0.01% | 434 |
|
|
2019
Q4 | $27K | Hold |
700
| – | – | 0.01% | 632 |
|
|
2019
Q3 | $33K | Hold |
700
| – | – | 0.01% | 541 |
|
|
2019
Q2 | $25K | Sell |
700
-200
| -22% | -$7.14K | 0.01% | 613 |
|
|
2019
Q1 | $30K | Buy |
900
+300
| +50% | +$10K | 0.01% | 551 |
|
|
2018
Q4 | $16K | Buy |
+600
| New | +$16K | 0.01% | 688 |
|