Optimum Investment 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 | $22.8K | Hold |
330
| – | – | 0.01% | 425 |
|
|
2025
Q1 | $14.9K | Hold |
330
| – | – | 0.01% | 474 |
|
|
2024
Q4 | $20.1K | Hold |
330
| – | – | 0.01% | 427 |
|
|
2024
Q3 | $13.5K | Hold |
330
| – | – | 0.01% | 503 |
|
|
2024
Q2 | $9.97K | Hold |
330
| – | – | ﹤0.01% | 518 |
|
|
2024
Q1 | $12.3K | Hold |
330
| – | – | 0.01% | 500 |
|
|
2023
Q4 | $16.2K | Hold |
330
| – | – | 0.01% | 468 |
|
|
2023
Q3 | $7.02K | Buy |
330
+75
| +29% | +$1.6K | ﹤0.01% | 580 |
|
|
2023
Q2 | $3.91K | Hold |
255
| – | – | ﹤0.01% | 621 |
|
|
2023
Q1 | $2.87K | Hold |
255
| – | – | ﹤0.01% | 655 |
|
|
2022
Q4 | $2.47K | Hold |
255
| – | – | ﹤0.01% | 672 |
|
|
2022
Q3 | $5K | Hold |
255
| – | – | ﹤0.01% | 645 |
|
|
2022
Q2 | $5K | Hold |
255
| – | – | ﹤0.01% | 663 |
|
|
2022
Q1 | $12K | Hold |
255
| – | – | 0.01% | 623 |
|
|
2021
Q4 | $26K | Hold |
255
| – | – | 0.01% | 558 |
|
|
2021
Q3 | $30K | Hold |
255
| – | – | 0.01% | 537 |
|
|
2021
Q2 | $17K | Buy |
+255
| New | +$17K | 0.01% | 677 |
|