Cetera Advisors’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $269K | Sell |
7,231
-2,395
| -25% | -$89.2K | ﹤0.01% | 2002 |
|
|
2023
Q4 | $473K | Buy |
+9,626
| New | +$473K | 0.01% | 1156 |
|
|
2022
Q4 | – | Sell |
-36,912
| Closed | -$692K | – | 1595 |
|
|
2022
Q3 | $692K | Buy |
+36,912
| New | +$692K | 0.02% | 644 |
|
|
2022
Q2 | – | Sell |
-6,290
| Closed | -$291K | – | 1354 |
|
|
2022
Q1 | $291K | Sell |
6,290
-4,175
| -40% | -$193K | 0.01% | 1119 |
|
|
2021
Q4 | $1.05M | Buy |
10,465
+2,157
| +26% | +$217K | 0.02% | 582 |
|
|
2021
Q3 | $990K | Sell |
8,308
-6,719
| -45% | -$801K | 0.02% | 617 |
|
|
2021
Q2 | $1.01M | Buy |
15,027
+11,003
| +273% | +$741K | 0.02% | 539 |
|
|
2021
Q1 | $285K | Buy |
+4,024
| New | +$285K | 0.01% | 970 |
|