Pathstone Holdings’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
19,180
+997
+5% +$68.9K 0.01% 1239
2025
Q1
$823K Sell
18,183
-1,914
-10% -$86.6K ﹤0.01% 1476
2024
Q4
$1.22M Sell
20,097
-2,001
-9% -$122K 0.01% 1256
2024
Q3
$902K Buy
22,098
+5,297
+32% +$216K ﹤0.01% 1424
2024
Q2
$508K Sell
16,801
-1,341
-7% -$40.5K ﹤0.01% 1678
2024
Q1
$676K Buy
18,142
+2,149
+13% +$80.1K ﹤0.01% 1526
2023
Q4
$786K Buy
+15,993
New +$786K ﹤0.01% 1209