EverSource Wealth Advisors’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
2,738
+427
| +18% | +$29.5K | 0.01% | 882 |
|
|
2025
Q1 | $104K | Buy |
2,311
+179
| +8% | +$8.09K | 0.01% | 891 |
|
|
2024
Q4 | $130K | Sell |
2,132
-30
| -1% | -$1.83K | 0.01% | 826 |
|
|
2024
Q3 | $88.3K | Sell |
2,162
-70
| -3% | -$2.86K | 0.01% | 842 |
|
|
2024
Q2 | $63.1K | Sell |
2,232
-518
| -19% | -$14.7K | ﹤0.01% | 983 |
|
|
2024
Q1 | $87.7K | Sell |
2,750
-137
| -5% | -$4.37K | 0.01% | 758 |
|
|
2023
Q4 | $142K | Sell |
2,887
-600
| -17% | -$29.5K | 0.01% | 521 |
|
|
2023
Q3 | $74.2K | Buy |
3,487
+432
| +14% | +$9.19K | 0.01% | 673 |
|
|
2023
Q2 | $46.8K | Sell |
3,055
-1,000
| -25% | -$15.3K | 0.01% | 861 |
|
|
2023
Q1 | $45.7K | Sell |
4,055
-407
| -9% | -$4.59K | 0.01% | 820 |
|
|
2022
Q4 | $43.1K | Buy |
4,462
+3,816
| +591% | +$36.9K | 0.01% | 814 |
|
|
2022
Q3 | $12K | Buy |
646
+642
| +16,050% | +$11.9K | ﹤0.01% | 1061 |
|
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1700 |
|
|
2022
Q1 | – | Sell |
-19
| Closed | -$2K | – | 1693 |
|
|
2021
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 1494 |
|