Capital Advisors Ltd’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34K | Hold |
485
| – | – | ﹤0.01% | 542 |
|
|
2025
Q1 | $22K | Hold |
485
| – | – | ﹤0.01% | 599 |
|
|
2024
Q4 | $30K | Hold |
485
| – | – | ﹤0.01% | 546 |
|
|
2024
Q3 | $20K | Buy |
485
+6
| +1% | +$247 | ﹤0.01% | 608 |
|
|
2024
Q2 | $14K | Hold |
479
| – | – | ﹤0.01% | 659 |
|
|
2024
Q1 | $18K | Hold |
479
| – | – | ﹤0.01% | 599 |
|
|
2023
Q4 | $24K | Hold |
479
| – | – | ﹤0.01% | 536 |
|
|
2023
Q3 | $10K | Hold |
479
| – | – | ﹤0.01% | 675 |
|
|
2023
Q2 | $7K | Buy |
+479
| New | +$7K | ﹤0.01% | 748 |
|
|
2022
Q4 | – | Sell |
-29
| Closed | -$1K | – | 1175 |
|
|
2022
Q3 | $1K | Buy |
29
+7
| +32% | +$241 | ﹤0.01% | 939 |
|
|
2022
Q2 | $0 | Buy |
+22
| New | – | ﹤0.01% | 966 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 879 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 794 |
|