Chicago Partners Investment Group’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$782K Sell
11,913
-3,696
-24% -$243K 0.02% 456
2025
Q1
$804K Sell
15,609
-4,120
-21% -$212K 0.03% 407
2024
Q4
$1.16M Sell
19,729
-9,339
-32% -$548K 0.04% 319
2024
Q3
$1.22M Sell
29,068
-6,075
-17% -$254K 0.04% 297
2024
Q2
$965K Sell
35,143
-7,644
-18% -$210K 0.04% 327
2024
Q1
$1.4M Buy
42,787
+6,735
+19% +$221K 0.06% 256
2023
Q4
$1.46M Buy
36,052
+8,697
+32% +$352K 0.07% 247
2023
Q3
$506K Sell
27,355
-5,875
-18% -$109K 0.03% 401
2023
Q2
$590K Buy
33,230
+7,711
+30% +$137K 0.03% 381
2023
Q1
$269K Buy
25,519
+3,227
+14% +$34K 0.02% 530
2022
Q4
$384K Buy
22,292
+3,901
+21% +$67.1K 0.02% 434
2022
Q3
$287K Buy
18,391
+1,587
+9% +$24.8K 0.02% 446
2022
Q2
$451K Buy
16,804
+4,779
+40% +$128K 0.03% 352
2022
Q1
$294K Buy
12,025
+3,191
+36% +$78K 0.02% 419
2021
Q4
$386K Sell
8,834
-346
-4% -$15.1K 0.03% 384
2021
Q3
$1.39M Buy
+9,180
New +$1.39M 0.1% 177