United Capital Financial Advisors’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
7,063
+329
| +5% | +$22.7K | ﹤0.01% | 779 |
|
|
2025
Q1 | $304K | Buy |
6,734
+30
| +0.4% | +$1.36K | ﹤0.01% | 876 |
|
|
2024
Q4 | $408K | Sell |
6,704
-211
| -3% | -$12.9K | ﹤0.01% | 783 |
|
|
2024
Q3 | $282K | Hold |
6,915
| – | – | ﹤0.01% | 899 |
|
|
2024
Q2 | $209K | Sell |
6,915
-590
| -8% | -$17.8K | ﹤0.01% | 960 |
|
|
2024
Q1 | $280K | Sell |
7,505
-738
| -9% | -$27.5K | ﹤0.01% | 899 |
|
|
2023
Q4 | $405K | Buy |
+8,243
| New | +$405K | ﹤0.01% | 777 |
|
|
2023
Q1 | – | Sell |
-13,380
| Closed | -$129K | – | 959 |
|
|
2022
Q4 | $129K | Buy |
13,380
+47
| +0.4% | +$454 | ﹤0.01% | 1006 |
|
|
2022
Q3 | $250K | Buy |
13,333
+65
| +0.5% | +$1.22K | ﹤0.01% | 961 |
|
|
2022
Q2 | $240K | Sell |
13,268
-5,666
| -30% | -$102K | ﹤0.01% | 1001 |
|
|
2022
Q1 | $876K | Sell |
18,934
-493
| -3% | -$22.8K | ﹤0.01% | 693 |
|
|
2021
Q4 | $1.95M | Buy |
+19,427
| New | +$1.95M | 0.01% | 545 |
|