Allworth Financial’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Buy |
799
+236
| +42% | +$16.3K | ﹤0.01% | 1882 |
|
|
2025
Q1 | $27.1K | Buy |
563
+219
| +64% | +$10.6K | ﹤0.01% | 1885 |
|
|
2024
Q4 | $19.4K | Sell |
344
-117
| -25% | -$6.61K | ﹤0.01% | 2122 |
|
|
2024
Q3 | $18.8K | Sell |
461
-160
| -26% | -$6.53K | ﹤0.01% | 1952 |
|
|
2024
Q2 | $18.6K | Buy |
621
+139
| +29% | +$4.17K | ﹤0.01% | 1929 |
|
|
2024
Q1 | $18K | Sell |
482
-166
| -26% | -$6.19K | ﹤0.01% | 1833 |
|
|
2023
Q4 | $31.8K | Buy |
648
+141
| +28% | +$6.93K | ﹤0.01% | 1390 |
|
|
2023
Q3 | $10.8K | Buy |
507
+151
| +42% | +$3.21K | ﹤0.01% | 1814 |
|
|
2023
Q2 | $5.46K | Buy |
356
+247
| +227% | +$3.79K | ﹤0.01% | 2058 |
|
|
2023
Q1 | $1.23K | Sell |
109
-195
| -64% | -$2.2K | ﹤0.01% | 2598 |
|
|
2022
Q4 | $2.94K | Sell |
304
-380
| -56% | -$3.68K | ﹤0.01% | 2091 |
|
|
2022
Q3 | $13K | Buy |
684
+605
| +766% | +$11.5K | ﹤0.01% | 1466 |
|
|
2022
Q2 | $1K | Hold |
79
| – | – | ﹤0.01% | 2070 |
|
|
2022
Q1 | $4K | Hold |
79
| – | – | ﹤0.01% | 1657 |
|
|
2021
Q4 | $8K | Buy |
79
+61
| +339% | +$6.18K | ﹤0.01% | 1445 |
|
|
2021
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 1652 |
|
|
2021
Q2 | $1K | Sell |
18
-50
| -74% | -$2.78K | ﹤0.01% | 1436 |
|
|
2021
Q1 | $5K | Buy |
+68
| New | +$5K | ﹤0.01% | 1120 |
|