Forum Financial Management’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
7,457
-98
| -1% | -$6.78K | 0.01% | 396 |
|
|
2025
Q1 | $341K | Sell |
7,555
-430
| -5% | -$19.4K | 0.01% | 531 |
|
|
2024
Q4 | $486K | Buy |
7,985
+1,128
| +16% | +$68.7K | 0.01% | 389 |
|
|
2024
Q3 | $280K | Hold |
6,857
| – | – | ﹤0.01% | 550 |
|
|
2024
Q2 | $207K | Buy |
6,857
+5
| +0.1% | +$151 | ﹤0.01% | 661 |
|
|
2024
Q1 | $255K | Buy |
+6,852
| New | +$255K | ﹤0.01% | 579 |
|
|
2022
Q1 | – | Sell |
-2,958
| Closed | -$297K | – | 612 |
|
|
2021
Q4 | $297K | Buy |
+2,958
| New | +$297K | 0.02% | 426 |
|