Steward Partners Investment Advisory’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1K | Hold |
1,040
| – | – | ﹤0.01% | 2714 |
|
|
2025
Q1 | $30K | Buy |
1,040
+418
| +67% | +$12K | ﹤0.01% | 2631 |
|
|
2024
Q4 | $20.5K | Buy |
622
+492
| +378% | +$16.2K | ﹤0.01% | 2779 |
|
|
2024
Q3 | $4.44K | Sell |
130
-105
| -45% | -$3.59K | ﹤0.01% | 3225 |
|
|
2024
Q2 | $7.25K | Sell |
235
-107
| -31% | -$3.3K | ﹤0.01% | 2923 |
|
|
2024
Q1 | $13.7K | Sell |
342
-140
| -29% | -$5.59K | ﹤0.01% | 2683 |
|
|
2023
Q4 | $18.2K | Sell |
482
-190
| -28% | -$7.16K | ﹤0.01% | 2448 |
|
|
2023
Q3 | $30.7K | Buy |
672
+85
| +14% | +$3.88K | ﹤0.01% | 2124 |
|
|
2023
Q2 | $27.9K | Hold |
587
| – | – | ﹤0.01% | 2124 |
|
|
2023
Q1 | $26.1K | Sell |
587
-216
| -27% | -$9.59K | ﹤0.01% | 2139 |
|
|
2022
Q4 | $26.1K | Sell |
803
-15
| -2% | -$488 | ﹤0.01% | 2111 |
|
|
2022
Q3 | $33K | Hold |
818
| – | – | ﹤0.01% | 1973 |
|
|
2022
Q2 | $39K | Sell |
818
-46
| -5% | -$2.19K | ﹤0.01% | 1921 |
|
|
2022
Q1 | $53K | Buy |
864
+100
| +13% | +$6.13K | ﹤0.01% | 1882 |
|
|
2021
Q4 | $50K | Sell |
764
-210
| -22% | -$13.7K | ﹤0.01% | 1904 |
|
|
2021
Q3 | $90K | Buy |
974
+215
| +28% | +$19.9K | ﹤0.01% | 1598 |
|
|
2021
Q2 | $105K | Sell |
759
-6,646
| -90% | -$919K | ﹤0.01% | 2184 |
|
|
2021
Q1 | $984K | Buy |
7,405
+6,884
| +1,321% | +$915K | 0.02% | 652 |
|
|
2020
Q4 | $84K | Buy |
521
+268
| +106% | +$43.2K | ﹤0.01% | 1434 |
|
|
2020
Q3 | $16K | Sell |
253
-200
| -44% | -$12.6K | ﹤0.01% | 1955 |
|
|
2020
Q2 | $23K | Buy |
+453
| New | +$23K | ﹤0.01% | 1716 |
|
|
2018
Q4 | – | Sell |
-5,000
| Closed | -$166K | – | 842 |
|
|
2018
Q3 | $166K | Buy |
+5,000
| New | +$166K | 0.01% | 773 |
|