CAPTRUST Financial 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 | $1.9M | Buy |
27,472
+1,641
| +6% | +$113K | ﹤0.01% | 991 |
|
|
2025
Q1 | $1.17M | Buy |
25,831
+21,889
| +555% | +$989K | ﹤0.01% | 1186 |
|
|
2024
Q4 | $240K | Buy |
+3,942
| New | +$240K | ﹤0.01% | 2043 |
|
|
2024
Q1 | – | Sell |
-11,508
| Closed | -$566K | – | 2145 |
|
|
2023
Q4 | $566K | Buy |
+11,508
| New | +$566K | ﹤0.01% | 1656 |
|
|
2022
Q3 | – | Sell |
-3,658
| Closed | -$66K | – | 2097 |
|
|
2022
Q2 | $66K | Buy |
3,658
+3,244
| +784% | +$58.5K | ﹤0.01% | 2523 |
|
|
2022
Q1 | $19K | Buy |
414
+94
| +29% | +$4.31K | ﹤0.01% | 3410 |
|
|
2021
Q4 | $32K | Buy |
320
+210
| +191% | +$21K | ﹤0.01% | 2978 |
|
|
2021
Q3 | $13K | Buy |
110
+70
| +175% | +$8.27K | ﹤0.01% | 3435 |
|
|
2021
Q2 | $3K | Sell |
40
-160
| -80% | -$12K | ﹤0.01% | 4009 |
|
|
2021
Q1 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 3219 |
|