Oppenheimer Asset Management’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
4,906
-143
| -3% | -$32.9K | 0.01% | 719 |
|
|
2025
Q1 | $1.11M | Buy |
5,049
+1,304
| +35% | +$287K | 0.01% | 694 |
|
|
2024
Q4 | $924K | Sell |
3,745
-334
| -8% | -$82.4K | 0.01% | 737 |
|
|
2024
Q3 | $960K | Sell |
4,079
-1,071
| -21% | -$252K | 0.01% | 727 |
|
|
2024
Q2 | $1.26M | Sell |
5,150
-24
| -0.5% | -$5.87K | 0.02% | 655 |
|
|
2024
Q1 | $1.28M | Sell |
5,174
-1,008
| -16% | -$249K | 0.02% | 624 |
|
|
2023
Q4 | $1.07M | Sell |
6,182
-322
| -5% | -$55.8K | 0.01% | 688 |
|
|
2023
Q3 | $1.19M | Sell |
6,504
-273
| -4% | -$49.9K | 0.02% | 644 |
|
|
2023
Q2 | $1.17M | Sell |
6,777
-940
| -12% | -$162K | 0.02% | 663 |
|
|
2023
Q1 | $961K | Buy |
7,717
+1,253
| +19% | +$156K | 0.01% | 694 |
|
|
2022
Q4 | $681K | Buy |
6,464
+2,795
| +76% | +$295K | 0.01% | 770 |
|
|
2022
Q3 | $384K | Sell |
3,669
-306
| -8% | -$32K | 0.01% | 898 |
|
|
2022
Q2 | $360K | Sell |
3,975
-1,578
| -28% | -$143K | 0.01% | 936 |
|
|
2022
Q1 | $629K | Buy |
5,553
+788
| +17% | +$89.3K | 0.01% | 865 |
|
|
2021
Q4 | $577K | Buy |
4,765
+487
| +11% | +$59K | 0.01% | 927 |
|
|
2021
Q3 | $515K | Buy |
4,278
+149
| +4% | +$17.9K | 0.01% | 925 |
|
|
2021
Q2 | $583K | Buy |
4,129
+1,039
| +34% | +$147K | 0.01% | 907 |
|
|
2021
Q1 | $437K | Buy |
3,090
+808
| +35% | +$114K | 0.01% | 948 |
|
|
2020
Q4 | $411K | Buy |
2,282
+265
| +13% | +$47.7K | 0.01% | 920 |
|
|
2020
Q3 | $286K | Buy |
2,017
+650
| +48% | +$92.2K | 0.01% | 955 |
|
|
2020
Q2 | $222K | Buy |
1,367
+70
| +5% | +$11.4K | ﹤0.01% | 997 |
|
|
2020
Q1 | $144K | Buy |
+1,297
| New | +$144K | ﹤0.01% | 1035 |
|