LPL Financial’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.7M | Buy |
233,932
+76,557
| +49% | +$4.42M | ﹤0.01% | 1940 |
|
|
2025
Q4 | $11.7M | Sell |
157,375
-8,941
| -5% | -$643K | ﹤0.01% | 1789 |
|
|
2025
Q3 | $12.2M | Buy |
166,316
+46,111
| +38% | +$3.51M | ﹤0.01% | 1697 |
|
|
2025
Q2 | $8.31M | Buy |
120,205
+38,549
| +47% | +$2M | ﹤0.01% | 1891 |
|
|
2025
Q1 | $3.69M | Buy |
81,656
+9,772
| +14% | +$579K | ﹤0.01% | 2403 |
|
|
2024
Q4 | $4.38M | Buy |
71,884
+23,253
| +48% | +$1.29M | ﹤0.01% | 2189 |
|
|
2024
Q3 | $1.99M | Buy |
48,631
+10,248
| +27% | +$340K | ﹤0.01% | 2743 |
|
|
2024
Q2 | $1.16M | Sell |
38,383
-30,706
| -44% | -$985K | ﹤0.01% | 3111 |
|
|
2024
Q1 | $2.57M | Sell |
69,089
-5,932
| -8% | -$237K | ﹤0.01% | 2313 |
|
|
2023
Q4 | $3.69M | Buy |
75,021
+9,778
| +15% | +$283K | ﹤0.01% | 1899 |
|
|
2023
Q3 | $1.39M | Buy |
65,243
+15,211
| +30% | +$278K | ﹤0.01% | 2620 |
|
|
2023
Q2 | $767K | Buy |
50,032
+5,613
| +13% | +$74.4K | ﹤0.01% | 3083 |
|
|
2023
Q1 | $501K | Sell |
44,419
-215
| -0.5% | -$2.71K | ﹤0.01% | 3330 |
|
|
2022
Q4 | $432K | Sell |
44,634
-10,975
| -20% | -$165K | ﹤0.01% | 3387 |
|
|
2022
Q3 | $1.04M | Sell |
55,609
-11,069
| -17% | -$290K | ﹤0.01% | 2508 |
|
|
2022
Q2 | $1.2M | Sell |
66,678
-10,210
| -13% | -$278K | ﹤0.01% | 2434 |
|
|
2022
Q1 | $3.56M | Sell |
76,888
-48,669
| -39% | -$2.55M | ﹤0.01% | 1648 |
|
|
2021
Q4 | $12.6M | Buy |
125,557
+28,815
| +30% | +$3.81M | 0.01% | 883 |
|
|
2021
Q3 | $11.5M | Buy |
96,742
+63,314
| +189% | +$5.06M | 0.01% | 876 |
|
|
2021
Q2 | $2.25M | Buy |
33,428
+19,193
| +135% | +$1.22M | ﹤0.01% | 1882 |
|
|
2021
Q1 | $1.01M | Buy |
+14,235
| New | +$1.38M | ﹤0.01% | 2382 |
|
Other funds holding AFRM
VCM
VPM
DCP
