Orion Portfolio Solutions’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.03M | Buy |
13,757
+6,161
| +81% | +$1.35M | 0.03% | 530 |
|
|
2024
Q4 | $1.87M | Sell |
7,596
-166
| -2% | -$41K | 0.02% | 738 |
|
|
2024
Q3 | $1.83M | Sell |
7,762
-1,319
| -15% | -$310K | 0.02% | 737 |
|
|
2024
Q2 | $2.22M | Sell |
9,081
-947
| -9% | -$232K | 0.02% | 604 |
|
|
2024
Q1 | $2.47M | Buy |
10,028
+395
| +4% | +$97.5K | 0.03% | 560 |
|
|
2023
Q4 | $1.61M | Sell |
9,633
-745
| -7% | -$125K | 0.02% | 735 |
|
|
2023
Q3 | $1.9M | Sell |
10,378
-763
| -7% | -$139K | 0.02% | 636 |
|
|
2023
Q2 | $1.92M | Sell |
11,141
-882
| -7% | -$152K | 0.02% | 671 |
|
|
2023
Q1 | $1.5M | Buy |
+12,023
| New | +$1.5M | 0.02% | 714 |
|