United Capital Financial Advisors’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 | $553K | Buy |
|
|||||
|
2025
Q2 | $488K | Buy |
|
|||||
|
2025
Q1 | $304K | Buy |
|
|||||
|
2024
Q4 | $408K | Sell |
|
|||||
|
2024
Q3 | $282K | Hold |
|
|||||
|
2024
Q2 | $209K | Sell |
|
|||||
|
2024
Q1 | $280K | Sell |
|
|||||
|
2023
Q4 | $405K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $129K | Buy |
|
|||||
|
2022
Q3 | $250K | Buy |
|
|||||
|
2022
Q2 | $240K | Sell |
|
|||||
|
2022
Q1 | $876K | Sell |
|
|||||
|
2021
Q4 | $1.95M | Buy |
|