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Sowell Financial Services’s Affirm AFRM Stock Holding History

Sowell Financial Services’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,044
Closed -$349K – 1070
2025
Q2 		$349K Buy
5,044
+57
+1% +$2.96K 0.01% 725
2025
Q1 		$225K Buy
+4,987
New +$295K 0.01% 888
2021
Q2 		– Sell
-34
Closed -$2K – 558
2021
Q1 		$2K Buy
+34
New +$3.3K ﹤0.01% 2791

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DCP
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Baillie Gifford & Co
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State Street
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Geode Capital Management
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