SOA Wealth Advisors’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3K Hold
2025
Q2
$2.83K Hold
2025
Q1
$1.85K Hold
2024
Q4
$2.5K Hold
2024
Q3
$1.67K Sell
2024
Q2
$1.39K Buy
2024
Q1
$1.53K Hold
2023
Q4
$2.02K Hold
2023
Q3
$872 Hold
2023
Q2
$629 Hold
2023
Q1
$462 Hold
2022
Q4
$396 Hold
2022
Q3
$0 Hold
2022
Q2
$0 Hold
2022
Q1
$1K Hold
2021
Q4
$4K Sell
2021
Q3
$38K Buy
2021
Q2
$2K Buy