Mutual Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
1,268
-9
| -0.7% | -$2.38K | 0.01% | 947 |
|
|
2025
Q1 | $245K | Sell |
1,277
-172
| -12% | -$33K | 0.01% | 961 |
|
|
2024
Q4 | $366K | Buy |
1,449
+1
| +0.1% | +$252 | 0.01% | 822 |
|
|
2024
Q3 | $278K | Sell |
1,448
-229
| -14% | -$44K | 0.01% | 929 |
|
|
2024
Q2 | $384K | Buy |
1,677
+244
| +17% | +$55.9K | 0.01% | 803 |
|
|
2024
Q1 | $354K | Sell |
1,433
-224
| -14% | -$55.3K | 0.01% | 814 |
|
|
2023
Q4 | $287K | Sell |
1,657
-116
| -7% | -$20.1K | 0.01% | 830 |
|
|
2023
Q3 | $324K | Buy |
+1,773
| New | +$324K | 0.01% | 753 |
|
|
2023
Q2 | – | Sell |
-1,771
| Closed | -$220K | – | 1000 |
|
|
2023
Q1 | $220K | Buy |
+1,771
| New | +$220K | 0.01% | 888 |
|
|
2021
Q3 | – | Sell |
-1,795
| Closed | -$253K | – | 863 |
|
|
2021
Q2 | $253K | Sell |
1,795
-35
| -2% | -$4.93K | 0.02% | 722 |
|
|
2021
Q1 | $259K | Buy |
1,830
+42
| +2% | +$5.94K | 0.02% | 664 |
|
|
2020
Q4 | $322K | Hold |
1,788
| – | – | 0.02% | 583 |
|
|
2020
Q3 | $254K | Hold |
1,788
| – | – | 0.02% | 577 |
|
|
2020
Q2 | $291K | Buy |
+1,788
| New | +$291K | 0.03% | 514 |
|