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
2025
Q3
$278K Sell
2025
Q2
$516K Buy
2025
Q1
$121K Buy
2024
Q4
$114K Buy
2024
Q3
$48.1K Hold
2024
Q2
$35.6K Sell
2024
Q1
$164K Buy
2023
Q4
$44.7K Sell
2023
Q3
$22.1K Hold
2023
Q2
$15.9K Sell
2023
Q1
$18.6K Sell
2022
Q4
$18.6K Sell
2022
Q3
$39K Sell
2022
Q2
$60K Sell
2022
Q1
$212K Sell
2021
Q4
$515K Buy
2021
Q3
$205K Sell
2021
Q2
$120K Sell
2021
Q1
$133K Buy