Summit Global Investments’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $363K | Buy |
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|
2024
Q4 | $398K | Sell |
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|
2024
Q3 | $759K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $421K | Sell |
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|
2021
Q2 | $593K | Sell |
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|
2021
Q1 | $599K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $855K | Buy |
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|
2018
Q2 | $648K | Buy |
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