Edgestream Partners’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-80,156
Closed -$3.62M 833
2025
Q1
$3.62M Buy
80,156
+50,675
+172% +$2.29M 0.12% 324
2024
Q4
$1.8M Sell
29,481
-35,861
-55% -$2.18M 0.08% 422
2024
Q3
$2.67M Buy
65,342
+14,947
+30% +$610K 0.12% 315
2024
Q2
$1.52M Sell
50,395
-12,358
-20% -$373K 0.07% 416
2024
Q1
$2.34M Buy
62,753
+52,411
+507% +$1.95M 0.12% 299
2023
Q4
$508K Sell
10,342
-24,877
-71% -$1.22M 0.04% 610
2023
Q3
$749K Sell
35,219
-40,488
-53% -$861K 0.06% 486
2023
Q2
$1.16M Buy
+75,707
New +$1.16M 0.11% 327