Bell Investment 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 | $6.09K | Buy |
88
+18
| +26% | +$1.25K | ﹤0.01% | 899 |
|
|
2025
Q1 | $3.16K | Hold |
70
| – | – | ﹤0.01% | 1120 |
|
|
2024
Q4 | $4.26K | Hold |
70
| – | – | ﹤0.01% | 995 |
|
|
2024
Q3 | $2.86K | Hold |
70
| – | – | ﹤0.01% | 1205 |
|
|
2024
Q2 | $2.12K | Hold |
70
| – | – | ﹤0.01% | 1325 |
|
|
2024
Q1 | $2.61K | Hold |
70
| – | – | ﹤0.01% | 1226 |
|
|
2023
Q4 | $3.44K | Sell |
70
-31
| -31% | -$1.52K | ﹤0.01% | 1082 |
|
|
2023
Q3 | $2.15K | Buy |
101
+28
| +38% | +$596 | ﹤0.01% | 1236 |
|
|
2023
Q2 | $1.12K | Buy |
73
+8
| +12% | +$123 | ﹤0.01% | 1557 |
|
|
2023
Q1 | $733 | Sell |
65
-7
| -10% | -$79 | ﹤0.01% | 1663 |
|
|
2022
Q4 | $696 | Sell |
72
-10
| -12% | -$97 | ﹤0.01% | 1683 |
|
|
2022
Q3 | $2K | Sell |
82
-22
| -21% | -$537 | ﹤0.01% | 1023 |
|
|
2022
Q2 | $2K | Buy |
+104
| New | +$2K | ﹤0.01% | 1077 |
|
|
2021
Q4 | $2K | Buy |
22
+14
| +175% | +$1.27K | ﹤0.01% | 1079 |
|
|
2021
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1241 |
|