Captrust Financial Advisors Appfolio Inc Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Appfolio Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 2,526 shares of APPF stock, worth $545,110. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,526

Previous 5,577 54.71%

Holding current value

$545,110

Previous $1.38 Million 59.64%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$206.66 - $260.64 $630,519 - $795,212	-3,051 Reduced 54.71%	2,526 $555,000
Q4 2024 Feb 14, 2025	BUY	$192.07 - $269.26 $231,060 - $323,919	1,203 Added 27.5%	5,577 $1.38 Million
Q3 2024 Nov 14, 2024	BUY	$204.33 - $270.02 $578,253 - $764,156	2,830 Added 183.29%	4,374 $1.03 Million
Q2 2024 Aug 14, 2024	BUY	$208.5 - $249.87 $29,190 - $34,981	140 Added 9.97%	1,544 $377,000
Q1 2024 May 15, 2024	SELL	$164.35 - $248.71 $46,839 - $70,882	-285 Reduced 16.87%	1,404 $346,000
Q4 2023 Feb 14, 2024	BUY	$173.16 - $210.98 $44,155 - $53,799	255 Added 17.78%	1,689 $292,000
Q3 2023 Nov 14, 2023	BUY	$164.69 - $196.84 $236,165 - $282,268	1,434 New	1,434 $261,000
Q2 2022 Aug 16, 2022	SELL	$82.26 - $116.72 $1,151 - $1,634	-14 Reduced 9.27%	137 $12,000
Q1 2022 May 16, 2022	BUY	$107.29 - $124.99 $1,931 - $2,249	18 Added 13.53%	151 $17,000
Q4 2021 Feb 14, 2022	BUY	$115.72 - $136.66 $10,299 - $12,162	89 Added 202.27%	133 $16,000
Q3 2021 Nov 16, 2021	BUY	$118.1 - $143.05 $4,369 - $5,292	37 Added 528.57%	44 $5,000
Q2 2021 Aug 16, 2021	SELL	$123.17 - $149.13 $10,099 - $12,228	-82 Reduced 92.13%	7 $1,000
Q3 2020 Nov 17, 2020	BUY	$136.12 - $174.73 $12,114 - $15,550	89 New	89 $13,000
Q4 2019 Feb 14, 2020	SELL	$86.46 - $115.27 $12,104 - $16,137	-140 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$78.56 - $107.7 $10,998 - $15,078	140 New	140 $14,000
Q4 2018 Feb 13, 2019	SELL	$54.36 - $76.02 $2,174 - $3,040	-40 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$39.85 - $66.9 $1,594 - $2,676	40 New	40 $2,000

Others Institutions Holding APPF

# of Institutions

409

Shares Held

18.8M

Call Options Held

73.3K

Put Options Held

30.9K

View Full List

About APPFOLIO INC

Ticker APPF
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 20,174,600
Market Cap $4.35B
Description
AppFolio, Inc., together with its subsidiaries, provides cloud business management solutions for the real estate industry. The company offers AppFolio Property Manager, a platform to leverage process automation, easy to use interface, and the optimization of common workflows for property management companies, as well as completes and records cri...

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Captrust Financial Advisors Appfolio Inc Transaction History