Clearstead 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 | $19K | Buy |
275
+236
| +605% | +$16.3K | ﹤0.01% | 1638 |
|
|
2025
Q1 | $1.76K | Buy |
39
+12
| +44% | +$542 | ﹤0.01% | 1917 |
|
|
2024
Q4 | $1.62K | Buy |
27
+2
| +8% | +$120 | ﹤0.01% | 1871 |
|
|
2024
Q3 | $1.02K | Buy |
+25
| New | +$1.02K | ﹤0.01% | 1912 |
|
|
2021
Q4 | – | Sell |
-55
| Closed | -$7K | – | 1257 |
|
|
2021
Q3 | $7K | Buy |
+55
| New | +$7K | ﹤0.01% | 978 |
|