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APPF icon

Sowell Financial Services’s AppFolio APPF Stock Holding History

Sowell Financial Services’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
– Sell
-81
Closed -$11K – 637
2021
Q1
$11K Sell
81
-58
-42% -$9.01K ﹤0.01% 2264
2020
Q4
$25K Sell
139
-2
-1% -$320 ﹤0.01% 1636
2020
Q3
$20K Buy
141
+29
+26% +$4.47K ﹤0.01% 1554
2020
Q2
$18K Sell
112
-410
-79% -$53.7K ﹤0.01% 1487
2020
Q1
$58K Sell
522
-168
-24% -$20K ﹤0.01% 1005
2019
Q4
$76K Buy
690
+578
+516% +$58.9K 0.01% 989
2019
Q3
$11K Buy
+112
New +$11.1K ﹤0.01% 1491

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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