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Sunbelt Securities’s Appian APPN Stock Holding History

Sunbelt Securities’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Shares
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$434 Sell
18
-1
-5% -$27 ﹤0.01% 2328
2025
Q4
$673 Hold
19
– – ﹤0.01% 2160
2025
Q3
$581 Buy
+19
New +$571 ﹤0.01% 2187
2024
Q1
– Sell
-11
Closed -$414 – 1735
2023
Q4
$414 Hold
11
– – ﹤0.01% 1602
2023
Q3
$502 Sell
11
-9
-45% -$431 ﹤0.01% 1655
2023
Q2
$952 Sell
20
-2
-9% -$84 ﹤0.01% 1527
2023
Q1
$931 Buy
+22
New +$889 ﹤0.01% 1501
2020
Q2
– Sell
-13,896
Closed -$643K – 303
2020
Q1
$643K Buy
+13,896
New +$646K 0.03% 195

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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