JFS 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 | $5.81K | Buy |
84
+6
| +8% | +$415 | ﹤0.01% | 1033 |
|
|
2025
Q1 | $3.53K | Sell |
78
-1
| -1% | -$45 | ﹤0.01% | 1266 |
|
|
2024
Q4 | $4.81K | Buy |
79
+9
| +13% | +$548 | ﹤0.01% | 1139 |
|
|
2024
Q3 | $2.86K | Buy |
70
+17
| +32% | +$694 | ﹤0.01% | 1339 |
|
|
2024
Q2 | $1.6K | Hold |
53
| – | – | ﹤0.01% | 1518 |
|
|
2024
Q1 | $1.98K | Hold |
53
| – | – | ﹤0.01% | 1447 |
|
|
2023
Q4 | $2.61K | Buy |
53
+10
| +23% | +$492 | ﹤0.01% | 1317 |
|
|
2023
Q3 | $915 | Buy |
+43
| New | +$915 | ﹤0.01% | 1618 |
|