Elevation Wealth Partners’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5
Closed -$305 497
2024
Q4
$305 Hold
5
﹤0.01% 462
2024
Q3
$205 Hold
5
﹤0.01% 451
2024
Q2
$152 Hold
5
﹤0.01% 482
2024
Q1
$187 Buy
+5
New +$187 ﹤0.01% 449