SOA Wealth Advisors’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84K | Hold |
41
| – | – | ﹤0.01% | 690 |
|
|
2025
Q1 | $1.85K | Hold |
41
| – | – | ﹤0.01% | 708 |
|
|
2024
Q4 | $2.5K | Hold |
41
| – | – | ﹤0.01% | 669 |
|
|
2024
Q3 | $1.67K | Sell |
41
-5
| -11% | -$204 | ﹤0.01% | 684 |
|
|
2024
Q2 | $1.39K | Buy |
46
+5
| +12% | +$151 | ﹤0.01% | 703 |
|
|
2024
Q1 | $1.53K | Hold |
41
| – | – | ﹤0.01% | 735 |
|
|
2023
Q4 | $2.02K | Hold |
41
| – | – | ﹤0.01% | 698 |
|
|
2023
Q3 | $872 | Hold |
41
| – | – | ﹤0.01% | 787 |
|
|
2023
Q2 | $629 | Hold |
41
| – | – | ﹤0.01% | 815 |
|
|
2023
Q1 | $462 | Hold |
41
| – | – | ﹤0.01% | 850 |
|
|
2022
Q4 | $396 | Hold |
41
| – | – | ﹤0.01% | 858 |
|
|
2022
Q3 | $0 | Hold |
41
| – | – | ﹤0.01% | 813 |
|
|
2022
Q2 | $0 | Hold |
41
| – | – | ﹤0.01% | 801 |
|
|
2022
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 831 |
|
|
2021
Q4 | $4K | Sell |
41
-280
| -87% | -$27.3K | ﹤0.01% | 680 |
|
|
2021
Q3 | $38K | Buy |
321
+280
| +683% | +$33.1K | 0.01% | 341 |
|
|
2021
Q2 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 752 |
|