Creative Planning’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
22,700
+2,553
| +13% | +$177K | ﹤0.01% | 1505 |
|
|
2025
Q1 | $910K | Buy |
20,147
+6,515
| +48% | +$294K | ﹤0.01% | 1779 |
|
|
2024
Q4 | $830K | Buy |
13,632
+1,062
| +8% | +$64.7K | ﹤0.01% | 1788 |
|
|
2024
Q3 | $513K | Buy |
12,570
+1,342
| +12% | +$54.8K | ﹤0.01% | 2084 |
|
|
2024
Q2 | $339K | Buy |
11,228
+1,132
| +11% | +$34.2K | ﹤0.01% | 2244 |
|
|
2024
Q1 | $376K | Sell |
10,096
-304
| -3% | -$11.3K | ﹤0.01% | 2056 |
|
|
2023
Q4 | $511K | Sell |
10,400
-17,623
| -63% | -$866K | ﹤0.01% | 1698 |
|
|
2023
Q3 | $596K | Buy |
28,023
+1,901
| +7% | +$40.4K | ﹤0.01% | 1447 |
|
|
2023
Q2 | $400K | Buy |
26,122
+1,219
| +5% | +$18.7K | ﹤0.01% | 1694 |
|
|
2023
Q1 | $281K | Buy |
24,903
+2,436
| +11% | +$27.5K | ﹤0.01% | 1862 |
|
|
2022
Q4 | $217K | Buy |
22,467
+2,477
| +12% | +$24K | ﹤0.01% | 1963 |
|
|
2022
Q3 | $375K | Buy |
19,990
+4,162
| +26% | +$78.1K | ﹤0.01% | 1502 |
|
|
2022
Q2 | $286K | Buy |
15,828
+7,517
| +90% | +$136K | ﹤0.01% | 1638 |
|
|
2022
Q1 | $385K | Buy |
+8,311
| New | +$385K | ﹤0.01% | 1476 |
|
|
2021
Q2 | – | Sell |
-7,420
| Closed | -$525K | – | 1982 |
|
|
2021
Q1 | $525K | Buy |
+7,420
| New | +$525K | ﹤0.01% | 1387 |
|