Geneos Wealth 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 | $471K | Buy |
6,819
+6,442
| +1,709% | +$445K | 0.01% | 729 |
|
|
2025
Q1 | $17K | Sell |
377
-148
| -28% | -$6.69K | ﹤0.01% | 2394 |
|
|
2024
Q4 | $32K | Buy |
525
+410
| +357% | +$25K | ﹤0.01% | 1514 |
|
|
2024
Q3 | $4.69K | Hold |
115
| – | – | ﹤0.01% | 2089 |
|
|
2024
Q2 | $3.47K | Hold |
115
| – | – | ﹤0.01% | 1791 |
|
|
2024
Q1 | $4.29K | Hold |
115
| – | – | ﹤0.01% | 1741 |
|
|
2023
Q4 | $5.65K | Hold |
115
| – | – | ﹤0.01% | 1698 |
|
|
2023
Q3 | $2.45K | Hold |
115
| – | – | ﹤0.01% | 1903 |
|
|
2023
Q2 | $1.76K | Hold |
115
| – | – | ﹤0.01% | 1946 |
|
|
2023
Q1 | $1.3K | Hold |
115
| – | – | ﹤0.01% | 1965 |
|
|
2022
Q4 | $1.11K | Hold |
115
| – | – | ﹤0.01% | 1949 |
|
|
2022
Q3 | $2K | Sell |
115
-300
| -72% | -$5.22K | ﹤0.01% | 1818 |
|
|
2022
Q2 | $7K | Buy |
415
+40
| +11% | +$675 | ﹤0.01% | 2065 |
|
|
2022
Q1 | $17K | Hold |
375
| – | – | ﹤0.01% | 1869 |
|
|
2021
Q4 | $37K | Buy |
375
+275
| +275% | +$27.1K | ﹤0.01% | 1612 |
|
|
2021
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 2167 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 2364 |
|
|
2021
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 2513 |
|