Avantax Advisory Services’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
5,900
+591
| +11% | +$40.9K | ﹤0.01% | 1710 |
|
|
2025
Q1 | $240K | Sell |
5,309
-278
| -5% | -$12.6K | ﹤0.01% | 1984 |
|
|
2024
Q4 | $340K | Buy |
+5,587
| New | +$340K | ﹤0.01% | 1700 |
|
|
2024
Q3 | – | Sell |
-11,895
| Closed | -$359K | – | 2121 |
|
|
2024
Q2 | $359K | Buy |
11,895
+4,958
| +71% | +$150K | ﹤0.01% | 1581 |
|
|
2024
Q1 | $258K | Buy |
+6,937
| New | +$258K | ﹤0.01% | 1392 |
|