Independent Advisor Alliance’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
17,839
-842
| -5% | -$58.2K | 0.04% | 366 |
|
|
2025
Q1 | $844K | Buy |
18,681
+657
| +4% | +$29.7K | 0.03% | 403 |
|
|
2024
Q4 | $1.1M | Buy |
18,024
+1,575
| +10% | +$95.9K | 0.01% | 706 |
|
|
2024
Q3 | $671K | Buy |
16,449
+1,609
| +11% | +$65.7K | 0.02% | 398 |
|
|
2024
Q2 | $448K | Sell |
14,840
-575
| -4% | -$17.4K | 0.02% | 485 |
|
|
2024
Q1 | $574K | Sell |
15,415
-41
| -0.3% | -$1.53K | 0.02% | 424 |
|
|
2023
Q4 | $760K | Buy |
+15,456
| New | +$760K | 0.03% | 352 |
|