Heritage Wealth Advisors’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04K | Hold |
15
| – | – | ﹤0.01% | 531 |
|
|
2025
Q1 | $678 | Hold |
15
| – | – | ﹤0.01% | 541 |
|
|
2024
Q4 | $914 | Hold |
15
| – | – | ﹤0.01% | 580 |
|
|
2024
Q3 | $612 | Hold |
15
| – | – | ﹤0.01% | 583 |
|
|
2024
Q2 | $453 | Hold |
15
| – | – | ﹤0.01% | 498 |
|
|
2024
Q1 | $559 | Hold |
15
| – | – | ﹤0.01% | 515 |
|
|
2023
Q4 | $737 | Hold |
15
| – | – | ﹤0.01% | 520 |
|
|
2023
Q3 | $319 | Hold |
15
| – | – | ﹤0.01% | 494 |
|
|
2023
Q2 | $230 | Hold |
15
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $169 | Hold |
15
| – | – | ﹤0.01% | 557 |
|
|
2022
Q4 | $145 | Hold |
15
| – | – | ﹤0.01% | 550 |
|
|
2022
Q3 | $281 | Hold |
15
| – | – | ﹤0.01% | 516 |
|
|
2022
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 553 |
|
|
2022
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 511 |
|