Summit Global Investments’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
1,577
-75
| -5% | -$17.3K | 0.02% | 361 |
|
|
2025
Q1 | $363K | Buy |
1,652
+40
| +2% | +$8.79K | 0.03% | 342 |
|
|
2024
Q4 | $398K | Sell |
1,612
-1,613
| -50% | -$398K | 0.02% | 403 |
|
|
2024
Q3 | $759K | Buy |
+3,225
| New | +$759K | 0.05% | 285 |
|
|
2024
Q1 | – | Sell |
-7,202
| Closed | -$1.25M | – | 500 |
|
|
2023
Q4 | $1.25M | Buy |
+7,202
| New | +$1.25M | 0.08% | 203 |
|
|
2021
Q4 | – | Sell |
-3,500
| Closed | -$421K | – | 544 |
|
|
2021
Q3 | $421K | Sell |
3,500
-700
| -17% | -$84.2K | 0.03% | 339 |
|
|
2021
Q2 | $593K | Sell |
4,200
-35
| -0.8% | -$4.94K | 0.04% | 318 |
|
|
2021
Q1 | $599K | Buy |
+4,235
| New | +$599K | 0.04% | 306 |
|
|
2018
Q4 | – | Sell |
-10,900
| Closed | -$855K | – | 257 |
|
|
2018
Q3 | $855K | Buy |
10,900
+300
| +3% | +$23.5K | 0.11% | 147 |
|
|
2018
Q2 | $648K | Buy |
+10,600
| New | +$648K | 0.1% | 202 |
|