White Lighthouse Investment Management’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$743K Buy
10,744
+1,202
+13% +$83.1K 0.12% 78
2025
Q1
$431K Buy
9,542
+1,103
+13% +$49.8K 0.08% 92
2024
Q4
$514K Sell
8,439
-1,852
-18% -$113K 0.09% 89
2024
Q3
$420K Sell
10,291
-3,491
-25% -$143K 0.08% 93
2024
Q2
$416K Buy
13,782
+3,937
+40% +$119K 0.08% 91
2024
Q1
$367K Sell
9,845
-2,190
-18% -$81.6K 0.07% 93
2023
Q4
$591K Buy
+12,035
New +$591K 0.13% 78