Omega Financial Group’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.93M | Buy |
114,630
+5,351
| +5% | +$370K | 2.82% | 15 |
|
|
2025
Q1 | $4.94M | Buy |
109,279
+6,252
| +6% | +$283K | 1.9% | 18 |
|
|
2024
Q4 | $6.27M | Buy |
103,027
+4,871
| +5% | +$297K | 2.37% | 17 |
|
|
2024
Q3 | $4.01M | Sell |
98,156
-4,015
| -4% | -$164K | 1.52% | 23 |
|
|
2024
Q2 | $3.09M | Buy |
102,171
+8,603
| +9% | +$260K | 1.25% | 26 |
|
|
2024
Q1 | $3.49M | Buy |
93,568
+16,528
| +21% | +$616K | 1.43% | 24 |
|
|
2023
Q4 | $3.79M | Buy |
77,040
+8,509
| +12% | +$418K | 1.62% | 22 |
|
|
2023
Q3 | $1.46M | Buy |
68,531
+13,028
| +23% | +$277K | 0.71% | 37 |
|
|
2023
Q2 | $851K | Buy |
55,503
+4,303
| +8% | +$66K | 0.39% | 52 |
|
|
2023
Q1 | $577K | Buy |
51,200
+9,929
| +24% | +$112K | 0.27% | 58 |
|
|
2022
Q4 | $399K | Buy |
41,271
+3,315
| +9% | +$32.1K | 0.21% | 63 |
|
|
2022
Q3 | $712K | Buy |
37,956
+9,105
| +32% | +$171K | 0.37% | 49 |
|
|
2022
Q2 | $521K | Buy |
+28,851
| New | +$521K | 0.25% | 58 |
|