Osaic Holdings’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.7K | Sell |
339
-94
| -22% | -$17.8K | ﹤0.01% | 5152 |
|
|
2025
Q4 | $101K | Sell |
433
-200
| -32% | -$47.5K | ﹤0.01% | 4698 |
|
|
2025
Q3 | $175K | Buy |
633
+80
| +14% | +$21.6K | ﹤0.01% | 4336 |
|
|
2025
Q2 | $124K | Buy |
553
+402
| +266% | +$87.6K | ﹤0.01% | 4328 |
|
|
2025
Q1 | $33.5K | Sell |
151
-1,007
| -87% | -$231K | ﹤0.01% | 4998 |
|
|
2024
Q4 | $286K | Sell |
1,158
-1,176
| -50% | -$275K | ﹤0.01% | 3274 |
|
|
2024
Q3 | $550K | Sell |
2,334
-2,282
| -49% | -$534K | ﹤0.01% | 2784 |
|
|
2024
Q2 | $1.13M | Sell |
4,616
-6,513
| -59% | -$1.52M | ﹤0.01% | 2097 |
|
|
2024
Q1 | $2.75M | Sell |
11,129
-3,857
| -26% | -$832K | 0.01% | 1467 |
|
|
2023
Q4 | $2.6M | Buy |
14,986
+6,327
| +73% | +$1.19M | ﹤0.01% | 1661 |
|
|
2023
Q3 | $1.58M | Sell |
8,659
-4,314
| -33% | -$782K | ﹤0.01% | 2223 |
|
|
2023
Q2 | $2.23M | Buy |
12,973
+4,466
| +52% | +$650K | ﹤0.01% | 1770 |
|
|
2023
Q1 | $1.06M | Buy |
8,507
+3,037
| +56% | +$366K | ﹤0.01% | 2400 |
|
|
2022
Q4 | $575K | Buy |
5,470
+1,339
| +32% | +$149K | ﹤0.01% | 2900 |
|
|
2022
Q3 | $433K | Sell |
4,131
-59
| -1% | -$6.02K | ﹤0.01% | 3024 |
|
|
2022
Q2 | $381K | Sell |
4,190
-343
| -8% | -$34.6K | ﹤0.01% | 3205 |
|
|
2022
Q1 | $514K | Buy |
4,533
+376
| +9% | +$43.3K | ﹤0.01% | 3204 |
|
|
2021
Q4 | $503K | Buy |
4,157
+169
| +4% | +$21.4K | ﹤0.01% | 3052 |
|
|
2021
Q3 | $481K | Sell |
3,988
-16
| -0.4% | -$2.08K | ﹤0.01% | 3069 |
|
|
2021
Q2 | $566K | Sell |
4,004
-1,007
| -20% | -$140K | ﹤0.01% | 2891 |
|
|
2021
Q1 | $710K | Sell |
5,011
-5,453
| -52% | -$847K | ﹤0.01% | 2523 |
|
|
2020
Q4 | $1.89M | Buy |
10,464
+7,815
| +295% | +$1.25M | 0.01% | 1495 |
|
|
2020
Q3 | $376K | Sell |
2,649
-812
| -23% | -$125K | ﹤0.01% | 2696 |
|
|
2020
Q2 | $565K | Buy |
3,461
+1,585
| +84% | +$208K | ﹤0.01% | 2223 |
|
|
2020
Q1 | $208K | Buy |
+1,876
| New | +$224K | ﹤0.01% | 2829 |
|
Other funds holding APPF
VPM
VCM
ACM
NCM
