Raymond James & Associates’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,816
| Closed | -$232K | – | 3854 |
|
|
2022
Q1 | $232K | Buy |
3,816
+503
| +15% | +$30.6K | ﹤0.01% | 3547 |
|
|
2021
Q4 | $216K | Sell |
3,313
-1,339
| -29% | -$87.3K | ﹤0.01% | 3621 |
|
|
2021
Q3 | $430K | Sell |
4,652
-3,446
| -43% | -$319K | ﹤0.01% | 3164 |
|
|
2021
Q2 | $1.12M | Buy |
8,098
+1,990
| +33% | +$274K | ﹤0.01% | 2512 |
|
|
2021
Q1 | $812K | Sell |
6,108
-5,296
| -46% | -$704K | ﹤0.01% | 2640 |
|
|
2020
Q4 | $1.85M | Sell |
11,404
-76,602
| -87% | -$12.4M | ﹤0.01% | 1926 |
|
|
2020
Q3 | $5.7M | Buy |
88,006
+8,090
| +10% | +$524K | 0.01% | 1151 |
|
|
2020
Q2 | $4.1M | Buy |
79,916
+51,155
| +178% | +$2.62M | 0.01% | 1311 |
|
|
2020
Q1 | $1.16M | Buy |
28,761
+22,651
| +371% | +$911K | ﹤0.01% | 1881 |
|
|
2019
Q4 | $233K | Buy |
6,110
+1,313
| +27% | +$50.1K | ﹤0.01% | 3224 |
|
|
2019
Q3 | $228K | Buy |
+4,797
| New | +$228K | ﹤0.01% | 3153 |
|
|
2019
Q2 | – | Sell |
-24,179
| Closed | -$832K | – | 3509 |
|
|
2019
Q1 | $832K | Buy |
+24,179
| New | +$832K | ﹤0.01% | 2311 |
|
|
2018
Q4 | – | Sell |
-7,257
| Closed | -$240K | – | 3433 |
|
|
2018
Q3 | $240K | Sell |
7,257
-6,528
| -47% | -$216K | ﹤0.01% | 3153 |
|
|
2018
Q2 | $498K | Buy |
+13,785
| New | +$498K | ﹤0.01% | 2689 |
|