Legacy Capital Group California’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 |
-23,520
| Closed | -$1.43M | – | 309 |
|
|
2024
Q4 | $1.43M | Sell |
23,520
-508
| -2% | -$30.9K | 0.44% | 45 |
|
|
2024
Q3 | $981K | Sell |
24,028
-11,893
| -33% | -$485K | 0.33% | 75 |
|
|
2024
Q2 | $1.09M | Sell |
35,921
-1,606
| -4% | -$48.5K | 0.39% | 61 |
|
|
2024
Q1 | $1.4M | Sell |
37,527
-972
| -3% | -$36.2K | 0.52% | 43 |
|
|
2023
Q4 | $1.89M | Sell |
38,499
-6,469
| -14% | -$318K | 0.73% | 21 |
|
|
2023
Q3 | $956K | Buy |
+44,968
| New | +$956K | 0.41% | 63 |
|