Cornerstone Planning 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 | $1.8K | Buy |
24
+7
| +41% | +$524 | ﹤0.01% | 975 |
|
|
2025
Q1 | $796 | Buy |
17
+4
| +31% | +$187 | ﹤0.01% | 1180 |
|
|
2024
Q4 | $717 | Hold |
13
| – | – | ﹤0.01% | 1037 |
|
|
2024
Q3 | $557 | Buy |
+13
| New | +$557 | ﹤0.01% | 1063 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$9.83K | – | 1108 |
|
|
2023
Q4 | $9.83K | Hold |
200
| – | – | ﹤0.01% | 432 |
|
|
2023
Q3 | $4.25K | Hold |
200
| – | – | ﹤0.01% | 548 |
|
|
2023
Q2 | $3.07K | Buy |
+200
| New | +$3.07K | ﹤0.01% | 1052 |
|
|
2022
Q4 | $1.23K | Buy |
+100
| New | +$1.23K | ﹤0.01% | 1310 |
|