Summit Securities Group’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-73
| Closed | -$16.1K | – | 941 |
|
|
2025
Q1 | $16.1K | Buy |
+73
| New | +$16.1K | ﹤0.01% | 370 |
|
|
2024
Q1 | – | Sell |
-114
| Closed | -$20K | – | 315 |
|
|
2023
Q4 | $20K | Buy |
+114
| New | +$20K | ﹤0.01% | 281 |
|
|
2016
Q3 | – | Sell |
-10,685
| Closed | -$155K | – | 120 |
|
|
2016
Q2 | $155K | Buy |
+10,685
| New | +$155K | 0.08% | 196 |
|