Capstone 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 | $477K | Sell |
6,900
-4,478
| -39% | -$310K | ﹤0.01% | 565 |
|
|
2025
Q1 | $514K | Buy |
11,378
+5,799
| +104% | +$262K | ﹤0.01% | 410 |
|
|
2024
Q4 | $340K | Buy |
+5,579
| New | +$340K | ﹤0.01% | 581 |
|
|
2024
Q2 | – | Sell |
-5,949
| Closed | -$222K | – | 1022 |
|
|
2024
Q1 | $222K | Buy |
+5,949
| New | +$222K | ﹤0.01% | 1145 |
|
|
2023
Q4 | – | Sell |
-25,181
| Closed | -$536K | – | 1062 |
|
|
2023
Q3 | $536K | Buy |
+25,181
| New | +$536K | ﹤0.01% | 569 |
|
|
2022
Q2 | – | Sell |
-4,018
| Closed | -$186K | – | 895 |
|
|
2022
Q1 | $186K | Buy |
+4,018
| New | +$186K | ﹤0.01% | 730 |
|