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Summit Trail Advisors’s Affirm AFRM Stock Holding History

Summit Trail Advisors’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$823K Buy
11,904
+1,052
+10% +$72.7K 0.01% 547
2025
Q1 		$490K Buy
10,852
+873
+9% +$39.5K 0.02% 255
2024
Q4 		$608K Buy
9,979
+3,641
+57% +$222K 0.02% 188
2024
Q3 		$259K Buy
+6,338
New +$259K 0.01% 591