Cerity Partners’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Buy |
11,805
+7,241
| +159% | +$501K | ﹤0.01% | 1607 |
|
|
2025
Q1 | $206K | Sell |
4,564
-2,357
| -34% | -$107K | ﹤0.01% | 2200 |
|
|
2024
Q4 | $370K | Sell |
6,921
-904
| -12% | -$48.3K | ﹤0.01% | 1929 |
|
|
2024
Q3 | $319K | Buy |
+7,825
| New | +$319K | ﹤0.01% | 2010 |
|
|
2024
Q2 | – | Sell |
-6,133
| Closed | -$229K | – | 2224 |
|
|
2024
Q1 | $229K | Buy |
6,133
+1,017
| +20% | +$37.9K | ﹤0.01% | 2036 |
|
|
2023
Q4 | $251K | Buy |
+5,116
| New | +$251K | ﹤0.01% | 1606 |
|
|
2022
Q2 | – | Sell |
-5,757
| Closed | -$267K | – | 1181 |
|
|
2022
Q1 | $267K | Buy |
+5,757
| New | +$267K | ﹤0.01% | 769 |
|