Steward Partners Investment Advisory’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
7,458
+4,780
| +178% | +$330K | ﹤0.01% | 1286 |
|
|
2025
Q1 | $121K | Buy |
2,678
+800
| +43% | +$36.2K | ﹤0.01% | 1911 |
|
|
2024
Q4 | $114K | Buy |
1,878
+700
| +59% | +$42.6K | ﹤0.01% | 1910 |
|
|
2024
Q3 | $48.1K | Hold |
1,178
| – | – | ﹤0.01% | 2253 |
|
|
2024
Q2 | $35.6K | Sell |
1,178
-3,226
| -73% | -$97.5K | ﹤0.01% | 2270 |
|
|
2024
Q1 | $164K | Buy |
4,404
+3,494
| +384% | +$130K | ﹤0.01% | 1522 |
|
|
2023
Q4 | $44.7K | Sell |
910
-130
| -13% | -$6.39K | ﹤0.01% | 2045 |
|
|
2023
Q3 | $22.1K | Hold |
1,040
| – | – | ﹤0.01% | 2256 |
|
|
2023
Q2 | $15.9K | Sell |
1,040
-610
| -37% | -$9.35K | ﹤0.01% | 2398 |
|
|
2023
Q1 | $18.6K | Sell |
1,650
-274
| -14% | -$3.09K | ﹤0.01% | 2276 |
|
|
2022
Q4 | $18.6K | Sell |
1,924
-170
| -8% | -$1.64K | ﹤0.01% | 2262 |
|
|
2022
Q3 | $39K | Sell |
2,094
-1,237
| -37% | -$23K | ﹤0.01% | 1903 |
|
|
2022
Q2 | $60K | Sell |
3,331
-1,241
| -27% | -$22.4K | ﹤0.01% | 1709 |
|
|
2022
Q1 | $212K | Sell |
4,572
-546
| -11% | -$25.3K | ﹤0.01% | 1267 |
|
|
2021
Q4 | $515K | Buy |
5,118
+3,393
| +197% | +$341K | 0.01% | 926 |
|
|
2021
Q3 | $205K | Sell |
1,725
-59
| -3% | -$7.01K | ﹤0.01% | 1264 |
|
|
2021
Q2 | $120K | Sell |
1,784
-91
| -5% | -$6.12K | ﹤0.01% | 1998 |
|
|
2021
Q1 | $133K | Buy |
+1,875
| New | +$133K | ﹤0.01% | 1479 |
|