Corient Private Wealth’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
16,841
+8,440
| +100% | +$584K | ﹤0.01% | 1349 |
|
|
2025
Q1 | $380K | Buy |
8,401
+463
| +6% | +$20.9K | ﹤0.01% | 1729 |
|
|
2024
Q4 | $483K | Sell |
7,938
-66
| -0.8% | -$4.02K | ﹤0.01% | 1636 |
|
|
2024
Q3 | $327K | Buy |
8,004
+300
| +4% | +$12.2K | ﹤0.01% | 1952 |
|
|
2024
Q2 | $233K | Buy |
7,704
+26
| +0.3% | +$785 | ﹤0.01% | 2039 |
|
|
2024
Q1 | $286K | Sell |
7,678
-4,949
| -39% | -$184K | ﹤0.01% | 1913 |
|
|
2023
Q4 | $620K | Buy |
+12,627
| New | +$620K | ﹤0.01% | 1496 |
|
|
2023
Q1 | – | Sell |
-10,056
| Closed | -$97.2K | – | 1983 |
|
|
2022
Q4 | $97.2K | Buy |
+10,056
| New | +$97.2K | ﹤0.01% | 1574 |
|