Kestra Advisory Services’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
+4,328
| New | +$299K | ﹤0.01% | 2348 |
|
|
2023
Q2 | – | Sell |
-11,447
| Closed | -$129K | – | 2103 |
|
|
2023
Q1 | $129K | Buy |
11,447
+1,026
| +10% | +$11.6K | ﹤0.01% | 1923 |
|
|
2022
Q4 | $101K | Buy |
+10,421
| New | +$101K | ﹤0.01% | 2138 |
|
|
2022
Q2 | – | Sell |
-4,492
| Closed | -$208K | – | 2133 |
|
|
2022
Q1 | $208K | Buy |
4,492
+912
| +25% | +$42.2K | ﹤0.01% | 1826 |
|
|
2021
Q4 | $360K | Buy |
3,580
+778
| +28% | +$78.2K | ﹤0.01% | 1502 |
|
|
2021
Q3 | $334K | Buy |
+2,802
| New | +$334K | ﹤0.01% | 1596 |
|