Kestra Private Wealth 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
$510K Buy
7,372
+1,492
+25% +$103K 0.01% 1023
2025
Q1
$266K Buy
+5,880
New +$266K ﹤0.01% 1254