NewEdge 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 | $1.9M | Sell |
27,418
-5,510
| -17% | -$381K | 0.01% | 964 |
|
|
2025
Q1 | $1.49M | Sell |
32,928
-6,848
| -17% | -$309K | 0.01% | 992 |
|
|
2024
Q4 | $2.42M | Buy |
39,776
+29,961
| +305% | +$1.82M | 0.01% | 754 |
|
|
2024
Q3 | $401K | Buy |
9,815
+9,358
| +2,048% | +$382K | ﹤0.01% | 1609 |
|
|
2024
Q2 | $13.8K | Buy |
457
+6
| +1% | +$181 | ﹤0.01% | 2742 |
|
|
2024
Q1 | $16.8K | Hold |
451
| – | – | ﹤0.01% | 2686 |
|
|
2023
Q4 | $22.2K | Buy |
451
+51
| +13% | +$2.51K | ﹤0.01% | 2536 |
|
|
2023
Q3 | $8.51K | Hold |
400
| – | – | ﹤0.01% | 2630 |
|
|
2023
Q2 | $6.13K | Hold |
400
| – | – | ﹤0.01% | 2747 |
|
|
2023
Q1 | $4.51K | Sell |
400
-135
| -25% | -$1.52K | ﹤0.01% | 2813 |
|
|
2022
Q4 | $1.2K | Buy |
+535
| New | +$1.2K | ﹤0.01% | 2982 |
|
|
2022
Q1 | – | Sell |
-2,331
| Closed | -$235K | – | 1153 |
|
|
2021
Q4 | $235K | Buy |
+2,331
| New | +$235K | ﹤0.01% | 1446 |
|