CAPTRUST Financial Advisors’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $240K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $566K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $66K | Buy |
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|
2022
Q1 | $19K | Buy |
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|
2021
Q4 | $32K | Buy |
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|
2021
Q3 | $13K | Buy |
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|
2021
Q2 | $3K | Sell |
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|
2021
Q1 | $14K | Buy |
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