Valley National Advisers’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84K | Buy |
1,226
+113
| +10% | +$7.74K | 0.01% | 320 |
|
|
2025
Q1 | $50K | Buy |
1,113
+103
| +10% | +$4.63K | 0.01% | 372 |
|
|
2024
Q4 | $61K | Buy |
+1,010
| New | +$61K | 0.01% | 336 |
|
|
2024
Q3 | – | Sell |
-215
| Closed | -$6K | – | 742 |
|
|
2024
Q2 | $6K | Sell |
215
-5
| -2% | -$140 | ﹤0.01% | 706 |
|
|
2024
Q1 | $8K | Hold |
220
| – | – | ﹤0.01% | 682 |
|
|
2023
Q4 | $10K | Buy |
220
+140
| +175% | +$6.36K | ﹤0.01% | 653 |
|
|
2023
Q3 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 794 |
|
|
2022
Q1 | – | Sell |
-38
| Closed | -$4K | – | 903 |
|
|
2021
Q4 | $4K | Buy |
38
+2
| +6% | +$211 | ﹤0.01% | 699 |
|
|
2021
Q3 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 682 |
|