Holistic Financial Partners’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Hold |
5,471
| – | – | 0.17% | 70 |
|
|
2025
Q1 | $247K | Sell |
5,471
-153
| -3% | -$6.91K | 0.12% | 96 |
|
|
2024
Q4 | $343K | Sell |
5,624
-181
| -3% | -$11K | 0.17% | 76 |
|
|
2024
Q3 | $237K | Buy |
+5,805
| New | +$237K | 0.11% | 101 |
|
|
2024
Q2 | – | Sell |
-5,786
| Closed | -$216K | – | 121 |
|
|
2024
Q1 | $216K | Buy |
5,786
+75
| +1% | +$2.8K | 0.11% | 122 |
|
|
2023
Q4 | $281K | Buy |
+5,711
| New | +$281K | 0.17% | 79 |
|
|
2022
Q2 | – | Sell |
-4,781
| Closed | -$221K | – | 94 |
|
|
2022
Q1 | $221K | Buy |
4,781
+1,485
| +45% | +$68.6K | 0.14% | 98 |
|
|
2021
Q4 | $331K | Sell |
3,296
-194
| -6% | -$19.5K | 0.19% | 77 |
|
|
2021
Q3 | $416K | Buy |
3,490
+100
| +3% | +$11.9K | 0.26% | 55 |
|
|
2021
Q2 | $228K | Buy |
+3,390
| New | +$228K | 0.14% | 105 |
|