Steward Partners Investment Advisory’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Hold |
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|
2025
Q1 | $19.8K | Sell |
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|
2024
Q4 | $28.1K | Buy |
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|
2024
Q3 | $23.8K | Buy |
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|
2024
Q2 | $22K | Hold |
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|
2024
Q1 | $22.2K | Hold |
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|
2023
Q4 | $15.6K | Hold |
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|
2023
Q3 | $16.4K | Hold |
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|
2023
Q2 | $15.5K | Hold |
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|
2023
Q1 | $11.2K | Hold |
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|
2022
Q4 | $9.48K | Hold |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $25K | Sell |
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|
2021
Q4 | $49K | Hold |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $57K | Sell |
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|
2021
Q1 | $62.1K | Buy |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q3 | $28K | Buy |
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