LPL Financial’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
11,662
+1,383
| +13% | +$318K | ﹤0.01% | 2834 |
|
|
2025
Q1 | $2.23M | Buy |
10,279
+5,832
| +131% | +$1.27M | ﹤0.01% | 2837 |
|
|
2024
Q4 | $1.1M | Sell |
4,447
-3,265
| -42% | -$806K | ﹤0.01% | 3385 |
|
|
2024
Q3 | $1.82M | Buy |
7,712
+944
| +14% | +$222K | ﹤0.01% | 2796 |
|
|
2024
Q2 | $1.66M | Sell |
6,768
-632
| -9% | -$155K | ﹤0.01% | 2753 |
|
|
2024
Q1 | $1.83M | Sell |
7,400
-488
| -6% | -$120K | ﹤0.01% | 2593 |
|
|
2023
Q4 | $1.37M | Buy |
7,888
+565
| +8% | +$97.9K | ﹤0.01% | 2752 |
|
|
2023
Q3 | $1.34M | Buy |
7,323
+654
| +10% | +$119K | ﹤0.01% | 2636 |
|
|
2023
Q2 | $1.15M | Buy |
6,669
+399
| +6% | +$68.7K | ﹤0.01% | 2715 |
|
|
2023
Q1 | $780K | Buy |
6,270
+1,442
| +30% | +$180K | ﹤0.01% | 2947 |
|
|
2022
Q4 | $509K | Buy |
+4,828
| New | +$509K | ﹤0.01% | 3216 |
|
|
2021
Q4 | – | Sell |
-2,007
| Closed | -$242K | – | 4331 |
|
|
2021
Q3 | $242K | Sell |
2,007
-4,373
| -69% | -$527K | ﹤0.01% | 3789 |
|
|
2021
Q2 | $901K | Sell |
6,380
-35
| -0.5% | -$4.94K | ﹤0.01% | 2652 |
|
|
2021
Q1 | $907K | Buy |
6,415
+31
| +0.5% | +$4.38K | ﹤0.01% | 2468 |
|
|
2020
Q4 | $1.15M | Sell |
6,384
-205
| -3% | -$36.9K | ﹤0.01% | 2067 |
|
|
2020
Q3 | $934K | Buy |
6,589
+3,752
| +132% | +$532K | ﹤0.01% | 1992 |
|
|
2020
Q2 | $462K | Sell |
2,837
-208
| -7% | -$33.9K | ﹤0.01% | 2448 |
|
|
2020
Q1 | $338K | Sell |
3,045
-111
| -4% | -$12.3K | ﹤0.01% | 2391 |
|
|
2019
Q4 | $347K | Buy |
3,156
+417
| +15% | +$45.8K | ﹤0.01% | 2653 |
|
|
2019
Q3 | $261K | Buy |
2,739
+700
| +34% | +$66.7K | ﹤0.01% | 2784 |
|
|
2019
Q2 | $209K | Sell |
2,039
-969
| -32% | -$99.3K | ﹤0.01% | 2982 |
|
|
2019
Q1 | $239K | Buy |
+3,008
| New | +$239K | ﹤0.01% | 2803 |
|