Raymond James Financial Services Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,933
| Closed | -$225K | – | 3287 |
|
|
2023
Q3 | $225K | Buy |
4,933
+695
| +16% | +$31.7K | ﹤0.01% | 2848 |
|
|
2023
Q2 | $202K | Buy |
+4,238
| New | +$202K | ﹤0.01% | 2924 |
|
|
2022
Q3 | – | Sell |
-7,118
| Closed | -$337K | – | 3214 |
|
|
2022
Q2 | $337K | Sell |
7,118
-660
| -8% | -$31.2K | ﹤0.01% | 2507 |
|
|
2022
Q1 | $473K | Sell |
7,778
-5,345
| -41% | -$325K | ﹤0.01% | 2413 |
|
|
2021
Q4 | $856K | Sell |
13,123
-1,739
| -12% | -$113K | ﹤0.01% | 2073 |
|
|
2021
Q3 | $1.38M | Buy |
14,862
+572
| +4% | +$52.9K | ﹤0.01% | 1731 |
|
|
2021
Q2 | $1.97M | Sell |
14,290
-2,150
| -13% | -$296K | ﹤0.01% | 1476 |
|
|
2021
Q1 | $2.19M | Buy |
16,440
+90
| +0.6% | +$12K | ﹤0.01% | 1353 |
|
|
2020
Q4 | $2.65M | Sell |
16,350
-2,682
| -14% | -$435K | 0.01% | 1139 |
|
|
2020
Q3 | $1.23M | Sell |
19,032
-2,196
| -10% | -$142K | ﹤0.01% | 1424 |
|
|
2020
Q2 | $1.09M | Buy |
21,228
+15,176
| +251% | +$778K | ﹤0.01% | 1438 |
|
|
2020
Q1 | $243K | Buy |
+6,052
| New | +$243K | ﹤0.01% | 1962 |
|