Arete Wealth Advisors’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$413K Buy
+5,968
New +$413K 0.03% 472
2025
Q1
Sell
-8,482
Closed -$517K 716
2024
Q4
$517K Buy
8,482
+2,510
+42% +$153K 0.04% 400
2024
Q3
$244K Buy
+5,972
New +$244K 0.02% 585