IFP 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 | $341K | Buy |
4,519
+146
| +3% | +$11K | 0.01% | 1006 |
|
|
2025
Q1 | $198K | Buy |
4,373
+935
| +27% | +$42.3K | 0.01% | 1180 |
|
|
2024
Q4 | $212K | Buy |
3,438
+1,103
| +47% | +$68K | 0.01% | 1105 |
|
|
2024
Q3 | $95.3K | Buy |
2,335
+421
| +22% | +$17.2K | ﹤0.01% | 1426 |
|
|
2024
Q2 | $57.8K | Buy |
1,914
+439
| +30% | +$13.3K | ﹤0.01% | 1611 |
|
|
2024
Q1 | $55K | Sell |
1,475
-24
| -2% | -$894 | ﹤0.01% | 1555 |
|
|
2023
Q4 | $73.7K | Sell |
1,499
-96
| -6% | -$4.72K | ﹤0.01% | 1378 |
|
|
2023
Q3 | $33.9K | Sell |
1,595
-1,686
| -51% | -$35.9K | ﹤0.01% | 1727 |
|
|
2023
Q2 | $50.3K | Buy |
3,281
+2,536
| +340% | +$38.9K | ﹤0.01% | 1596 |
|
|
2023
Q1 | $72.4K | Sell |
745
-1,736
| -70% | -$169K | ﹤0.01% | 1405 |
|
|
2022
Q4 | $241K | Buy |
2,481
+65
| +3% | +$6.31K | 0.01% | 1261 |
|
|
2022
Q3 | $234K | Buy |
2,416
+95
| +4% | +$9.2K | 0.01% | 1320 |
|
|
2022
Q2 | $225K | Hold |
2,321
| – | – | 0.01% | 1213 |
|
|
2022
Q1 | $225K | Buy |
+2,321
| New | +$225K | 0.01% | 1213 |
|
|
2021
Q4 | – | Sell |
-226
| Closed | -$27K | – | 3320 |
|
|
2021
Q3 | $27K | Buy |
+226
| New | +$27K | ﹤0.01% | 1799 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3026 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2961 |
|