Steward Partners Investment Advisory’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Hold |
90
| – | – | ﹤0.01% | 2909 |
|
|
2025
Q1 | $19.8K | Sell |
90
-24
| -21% | -$5.28K | ﹤0.01% | 2810 |
|
|
2024
Q4 | $28.1K | Buy |
114
+13
| +13% | +$3.21K | ﹤0.01% | 2617 |
|
|
2024
Q3 | $23.8K | Buy |
101
+11
| +12% | +$2.59K | ﹤0.01% | 2584 |
|
|
2024
Q2 | $22K | Hold |
90
| – | – | ﹤0.01% | 2490 |
|
|
2024
Q1 | $22.2K | Hold |
90
| – | – | ﹤0.01% | 2476 |
|
|
2023
Q4 | $15.6K | Hold |
90
| – | – | ﹤0.01% | 2519 |
|
|
2023
Q3 | $16.4K | Hold |
90
| – | – | ﹤0.01% | 2407 |
|
|
2023
Q2 | $15.5K | Hold |
90
| – | – | ﹤0.01% | 2407 |
|
|
2023
Q1 | $11.2K | Hold |
90
| – | – | ﹤0.01% | 2501 |
|
|
2022
Q4 | $9.48K | Hold |
90
| – | – | ﹤0.01% | 2556 |
|
|
2022
Q3 | $9K | Sell |
90
-46
| -34% | -$4.6K | ﹤0.01% | 2560 |
|
|
2022
Q2 | $12K | Sell |
136
-89
| -40% | -$7.85K | ﹤0.01% | 2436 |
|
|
2022
Q1 | $25K | Sell |
225
-178
| -44% | -$19.8K | ﹤0.01% | 2254 |
|
|
2021
Q4 | $49K | Hold |
403
| – | – | ﹤0.01% | 1917 |
|
|
2021
Q3 | $49K | Hold |
403
| – | – | ﹤0.01% | 1899 |
|
|
2021
Q2 | $57K | Sell |
403
-36
| -8% | -$5.09K | ﹤0.01% | 3047 |
|
|
2021
Q1 | $62.1K | Buy |
439
+152
| +53% | +$21.5K | ﹤0.01% | 1874 |
|
|
2020
Q4 | $52K | Buy |
287
+90
| +46% | +$16.3K | ﹤0.01% | 1654 |
|
|
2020
Q3 | $28K | Buy |
+197
| New | +$28K | ﹤0.01% | 1751 |
|