EFS
Essex Financial Services’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
+3,475
| New | +$240K | 0.02% | 609 |
|
|
2025
Q1 | – | Sell |
-4,004
| Closed | -$244K | – | 632 |
|
|
2024
Q4 | $244K | Buy |
+4,004
| New | +$244K | 0.02% | 544 |
|
|
2024
Q1 | – | Sell |
-4,192
| Closed | -$206K | – | 540 |
|
|
2023
Q4 | $206K | Buy |
+4,192
| New | +$206K | 0.02% | 477 |
|
|
2022
Q2 | – | Sell |
-6,465
| Closed | -$299K | – | 480 |
|
|
2022
Q1 | $299K | Buy |
6,465
+475
| +8% | +$22K | 0.03% | 375 |
|
|
2021
Q4 | $602K | Buy |
5,990
+200
| +3% | +$20.1K | 0.06% | 256 |
|
|
2021
Q3 | $690K | Buy |
5,790
+1,075
| +23% | +$128K | 0.08% | 234 |
|
|
2021
Q2 | $333K | Hold |
4,715
| – | – | 0.05% | 305 |
|
|
2021
Q1 | $333K | Buy |
+4,715
| New | +$333K | 0.06% | 249 |
|