Steward Partners Investment Advisory’s Affirm AFRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$79.7K	Sell	1,740 -4,299	-71%	-$248K	﹤0.01%	2508
2025 Q4	$449K	Buy	6,039 +2,236	+59%	+$161K	﹤0.01%	1487
2025 Q3	$278K	Sell	3,803 -3,655	-49%	-$278K	﹤0.01%	1694
2025 Q2	$516K	Buy	7,458 +4,780	+178%	+$248K	﹤0.01%	1286
2025 Q1	$121K	Buy	2,678 +800	+43%	+$47.4K	﹤0.01%	1911
2024 Q4	$114K	Buy	1,878 +700	+59%	+$38.9K	﹤0.01%	1910
2024 Q3	$48.1K	Hold	1,178	–	–	﹤0.01%	2253
2024 Q2	$35.6K	Sell	1,178 -3,226	-73%	-$103K	﹤0.01%	2270
2024 Q1	$164K	Buy	4,404 +3,494	+384%	+$139K	﹤0.01%	1522
2023 Q4	$44.7K	Sell	910 -130	-13%	-$3.76K	﹤0.01%	2045
2023 Q3	$22.1K	Hold	1,040	–	–	﹤0.01%	2256
2023 Q2	$15.9K	Sell	1,040 -610	-37%	-$8.09K	﹤0.01%	2398
2023 Q1	$18.6K	Sell	1,650 -274	-14%	-$3.45K	﹤0.01%	2276
2022 Q4	$18.6K	Sell	1,924 -170	-8%	-$2.56K	﹤0.01%	2262
2022 Q3	$39K	Sell	2,094 -1,237	-37%	-$32.4K	﹤0.01%	1903
2022 Q2	$60K	Sell	3,331 -1,241	-27%	-$33.8K	﹤0.01%	1709
2022 Q1	$212K	Sell	4,572 -546	-11%	-$28.6K	﹤0.01%	1267
2021 Q4	$515K	Buy	5,118 +3,393	+197%	+$448K	0.01%	926
2021 Q3	$205K	Sell	1,725 -59	-3%	-$4.71K	﹤0.01%	1264
2021 Q2	$120K	Sell	1,784 -91	-5%	-$5.8K	﹤0.01%	1999
2021 Q1	$133K	Buy	+1,875	New	+$182K	﹤0.01%	1479