Stifel Financial’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
4,973
-360
| -7% | -$24.9K | ﹤0.01% | 2967 |
|
|
2025
Q1 | $241K | Sell |
5,333
-34
| -0.6% | -$1.54K | ﹤0.01% | 3094 |
|
|
2024
Q4 | $327K | Sell |
5,367
-208
| -4% | -$12.7K | ﹤0.01% | 2916 |
|
|
2024
Q3 | $228K | Buy |
+5,575
| New | +$228K | ﹤0.01% | 3089 |
|
|
2024
Q1 | – | Sell |
-4,083
| Closed | -$201K | – | 3339 |
|
|
2023
Q4 | $201K | Buy |
+4,083
| New | +$201K | ﹤0.01% | 3060 |
|
|
2022
Q2 | – | Sell |
-8,816
| Closed | -$408K | – | 3316 |
|
|
2022
Q1 | $408K | Sell |
8,816
-313
| -3% | -$14.5K | ﹤0.01% | 2688 |
|
|
2021
Q4 | $918K | Buy |
9,129
+1,539
| +20% | +$155K | ﹤0.01% | 2189 |
|
|
2021
Q3 | $905K | Buy |
7,590
+2,362
| +45% | +$282K | ﹤0.01% | 2170 |
|
|
2021
Q2 | $352K | Buy |
5,228
+1,864
| +55% | +$126K | ﹤0.01% | 2793 |
|
|
2021
Q1 | $238K | Buy |
+3,364
| New | +$238K | ﹤0.01% | 2921 |
|