SG Americas Securities’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
+20,342
| New | +$4.68M | 0.02% | 440 |
|
|
2025
Q1 | – | Sell |
-7,145
| Closed | -$1.76M | – | 3001 |
|
|
2024
Q4 | $1.76M | Buy |
7,145
+5,674
| +386% | +$1.4M | 0.01% | 552 |
|
|
2024
Q3 | $346K | Sell |
1,471
-2,424
| -62% | -$570K | ﹤0.01% | 1784 |
|
|
2024
Q2 | $953K | Buy |
3,895
+2,397
| +160% | +$586K | 0.01% | 1215 |
|
|
2024
Q1 | $370K | Buy |
1,498
+343
| +30% | +$84.7K | ﹤0.01% | 1402 |
|
|
2023
Q4 | $200K | Sell |
1,155
-1,750
| -60% | -$303K | ﹤0.01% | 1960 |
|
|
2023
Q3 | $531K | Buy |
+2,905
| New | +$531K | 0.01% | 1582 |
|
|
2023
Q1 | – | Sell |
-3,213
| Closed | -$339K | – | 2930 |
|
|
2022
Q4 | $339K | Sell |
3,213
-3,548
| -52% | -$374K | ﹤0.01% | 1639 |
|
|
2022
Q3 | $708K | Sell |
6,761
-7,783
| -54% | -$815K | 0.01% | 1085 |
|
|
2022
Q2 | $1.32M | Buy |
14,544
+6,299
| +76% | +$571K | 0.01% | 927 |
|
|
2022
Q1 | $933K | Buy |
8,245
+4,418
| +115% | +$500K | 0.01% | 1308 |
|
|
2021
Q4 | $463K | Sell |
3,827
-8,029
| -68% | -$971K | ﹤0.01% | 2004 |
|
|
2021
Q3 | $1.43M | Buy |
11,856
+8,678
| +273% | +$1.04M | 0.01% | 1445 |
|
|
2021
Q2 | $449K | Sell |
3,178
-21
| -0.7% | -$2.97K | ﹤0.01% | 1795 |
|
|
2021
Q1 | $452K | Buy |
+3,199
| New | +$452K | ﹤0.01% | 1902 |
|
|
2020
Q4 | – | Sell |
-2,698
| Closed | -$383K | – | 2786 |
|
|
2020
Q3 | $383K | Buy |
2,698
+1,162
| +76% | +$165K | ﹤0.01% | 1507 |
|
|
2020
Q2 | $250K | Sell |
1,536
-3,127
| -67% | -$509K | ﹤0.01% | 2292 |
|
|
2020
Q1 | $517K | Buy |
4,663
+2,739
| +142% | +$304K | ﹤0.01% | 1491 |
|
|
2019
Q4 | $212K | Sell |
1,924
-15,186
| -89% | -$1.67M | ﹤0.01% | 2101 |
|
|
2019
Q3 | $1.63M | Buy |
+17,110
| New | +$1.63M | 0.01% | 966 |
|
|
2019
Q2 | – | Sell |
-4,452
| Closed | -$353K | – | 2529 |
|
|
2019
Q1 | $353K | Buy |
+4,452
| New | +$353K | ﹤0.01% | 1870 |
|
|
2015
Q3 | – | Sell |
-7,189
| Closed | -$101K | – | 2047 |
|
|
2015
Q2 | $101K | Buy |
+7,189
| New | +$101K | ﹤0.01% | 2006 |
|