Janney Montgomery Scott’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,713
| Closed | -$713K | – | 2666 |
|
|
2024
Q4 | $713K | Buy |
11,713
+1,015
| +9% | +$61.8K | ﹤0.01% | 1772 |
|
|
2024
Q3 | $437K | Buy |
+10,698
| New | +$437K | ﹤0.01% | 2062 |
|
|
2023
Q3 | – | Sell |
-10,120
| Closed | -$155K | – | 2552 |
|
|
2023
Q2 | $155K | Buy |
+10,120
| New | +$155K | ﹤0.01% | 2508 |
|
|
2022
Q1 | – | Sell |
-2,965
| Closed | -$298K | – | 2229 |
|
|
2021
Q4 | $298K | Buy |
2,965
+491
| +20% | +$49.3K | ﹤0.01% | 2001 |
|
|
2021
Q3 | $295K | Buy |
+2,474
| New | +$295K | ﹤0.01% | 1967 |
|