SVB Wealth’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,049
| Closed | -$47.4K | – | 459 |
|
|
2025
Q1 | $47.4K | Buy |
+1,049
| New | +$47.4K | ﹤0.01% | 560 |
|
|
2023
Q2 | – | Sell |
-31,559
| Closed | -$356K | – | 929 |
|
|
2023
Q1 | $356K | Sell |
31,559
-9,228
| -23% | -$104K | 0.01% | 659 |
|
|
2022
Q4 | $394K | Sell |
40,787
-857
| -2% | -$8.29K | 0.01% | 626 |
|
|
2022
Q3 | $782K | Buy |
+41,644
| New | +$782K | 0.01% | 421 |
|