EI
Ellevest Inc’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
8,857
-246
| -3% | -$17K | 0.1% | 158 |
|
|
2025
Q1 | $411K | Sell |
9,103
-4,319
| -32% | -$195K | 0.03% | 227 |
|
|
2024
Q4 | $817K | Sell |
13,422
-174
| -1% | -$10.6K | 0.05% | 130 |
|
|
2024
Q3 | $555K | Buy |
13,596
+329
| +2% | +$13.4K | 0.03% | 192 |
|
|
2024
Q2 | $401K | Sell |
13,267
-2,142
| -14% | -$64.7K | 0.02% | 257 |
|
|
2024
Q1 | $574K | Sell |
15,409
-1,932
| -11% | -$72K | 0.04% | 170 |
|
|
2023
Q4 | $852K | Buy |
17,341
+6,789
| +64% | +$334K | 0.06% | 101 |
|
|
2023
Q3 | $224K | Sell |
10,552
-10,352
| -50% | -$220K | 0.02% | 311 |
|
|
2023
Q2 | $320K | Sell |
20,904
-1,463
| -7% | -$22.4K | 0.02% | 259 |
|
|
2023
Q1 | $252K | Sell |
22,367
-92,892
| -81% | -$1.05M | 0.02% | 279 |
|
|
2022
Q4 | $1.11M | Buy |
115,259
+5,441
| +5% | +$52.6K | 0.09% | 51 |
|
|
2022
Q3 | $2.06M | Buy |
109,818
+11,544
| +12% | +$217K | 0.2% | 35 |
|
|
2022
Q2 | $1.78M | Buy |
98,274
+6,402
| +7% | +$116K | 0.17% | 41 |
|
|
2022
Q1 | $4.25M | Buy |
91,872
+70,905
| +338% | +$3.28M | 0.36% | 27 |
|
|
2021
Q4 | $2.11M | Buy |
20,967
+18,069
| +623% | +$1.82M | 0.19% | 39 |
|
|
2021
Q3 | $345K | Sell |
2,898
-1,107
| -28% | -$132K | 0.03% | 163 |
|
|
2021
Q2 | $270K | Buy |
+4,005
| New | +$270K | 0.03% | 189 |
|