Balboa Wealth Partners’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,444
| Closed | -$1.08M | – | 341 |
|
|
2024
Q3 | $1.08M | Buy |
26,444
+129
| +0.5% | +$5.27K | 0.27% | 69 |
|
|
2024
Q2 | $795K | Buy |
26,315
+281
| +1% | +$8.49K | 0.21% | 86 |
|
|
2024
Q1 | $970K | Buy |
26,034
+1,537
| +6% | +$57.3K | 0.29% | 66 |
|
|
2023
Q4 | $1.2M | Sell |
24,497
-10,691
| -30% | -$525K | 0.4% | 39 |
|
|
2023
Q3 | $748K | Sell |
35,188
-1,467
| -4% | -$31.2K | 0.28% | 62 |
|
|
2023
Q2 | $562K | Sell |
36,655
-1,703
| -4% | -$26.1K | 0.2% | 101 |
|
|
2023
Q1 | $432K | Buy |
38,358
+4,676
| +14% | +$52.7K | 0.16% | 126 |
|
|
2022
Q4 | $326K | Buy |
33,682
+141
| +0.4% | +$1.36K | 0.15% | 145 |
|
|
2022
Q3 | $629K | Buy |
+33,541
| New | +$629K | 0.28% | 72 |
|