LPL Financial’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
10,090
+602
| +6% | +$18K | ﹤0.01% | 4663 |
|
|
2025
Q1 | $273K | Buy |
9,488
+1,547
| +19% | +$44.6K | ﹤0.01% | 4543 |
|
|
2024
Q4 | $262K | Sell |
7,941
-1,897
| -19% | -$62.6K | ﹤0.01% | 4544 |
|
|
2024
Q3 | $336K | Sell |
9,838
-1,163
| -11% | -$39.7K | ﹤0.01% | 4255 |
|
|
2024
Q2 | $339K | Sell |
11,001
-3,805
| -26% | -$117K | ﹤0.01% | 4101 |
|
|
2024
Q1 | $592K | Sell |
14,806
-1,001
| -6% | -$40K | ﹤0.01% | 3595 |
|
|
2023
Q4 | $595K | Sell |
15,807
-5,479
| -26% | -$206K | ﹤0.01% | 3486 |
|
|
2023
Q3 | $971K | Sell |
21,286
-5,382
| -20% | -$245K | ﹤0.01% | 2905 |
|
|
2023
Q2 | $1.27M | Sell |
26,668
-3,036
| -10% | -$145K | ﹤0.01% | 2631 |
|
|
2023
Q1 | $1.32M | Buy |
29,704
+231
| +0.8% | +$10.3K | ﹤0.01% | 2518 |
|
|
2022
Q4 | $960K | Sell |
29,473
-2,199
| -7% | -$71.6K | ﹤0.01% | 2675 |
|
|
2022
Q3 | $1.29M | Buy |
31,672
+2,291
| +8% | +$93.5K | ﹤0.01% | 2331 |
|
|
2022
Q2 | $1.39M | Sell |
29,381
-2,054
| -7% | -$97.2K | ﹤0.01% | 2302 |
|
|
2022
Q1 | $1.91M | Buy |
31,435
+2,504
| +9% | +$152K | ﹤0.01% | 2087 |
|
|
2021
Q4 | $1.89M | Sell |
28,931
-2,161
| -7% | -$141K | ﹤0.01% | 2127 |
|
|
2021
Q3 | $2.88M | Sell |
31,092
-5,770
| -16% | -$534K | ﹤0.01% | 1772 |
|
|
2021
Q2 | $5.08M | Sell |
36,862
-13,148
| -26% | -$1.81M | 0.01% | 1334 |
|
|
2021
Q1 | $6.65M | Sell |
50,010
-3,514
| -7% | -$467K | 0.01% | 1053 |
|
|
2020
Q4 | $8.68M | Sell |
53,524
-509
| -0.9% | -$82.5K | 0.01% | 813 |
|
|
2020
Q3 | $3.5M | Buy |
54,033
+18,855
| +54% | +$1.22M | 0.01% | 1146 |
|
|
2020
Q2 | $1.8M | Sell |
35,178
-2,127
| -6% | -$109K | ﹤0.01% | 1401 |
|
|
2020
Q1 | $1.5M | Buy |
37,305
+12,084
| +48% | +$486K | ﹤0.01% | 1359 |
|
|
2019
Q4 | $964K | Buy |
25,221
+9,069
| +56% | +$347K | ﹤0.01% | 1862 |
|
|
2019
Q3 | $767K | Buy |
16,152
+1,902
| +13% | +$90.3K | ﹤0.01% | 1921 |
|
|
2019
Q2 | $514K | Sell |
14,250
-1,838
| -11% | -$66.3K | ﹤0.01% | 2254 |
|
|
2019
Q1 | $554K | Buy |
16,088
+7,990
| +99% | +$275K | ﹤0.01% | 2147 |
|
|
2018
Q4 | $216K | Sell |
8,098
-2,041
| -20% | -$54.4K | ﹤0.01% | 2739 |
|
|
2018
Q3 | $336K | Buy |
+10,139
| New | +$336K | ﹤0.01% | 2569 |
|