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Livermore
Livermore
ZHEN

Source Financial Advisors LLC

SEC CIK
0001830954
Latest filing
Nov 1, 2024

AFRM holding history

Affirm Holdings, Inc. in every 13F filed by Source Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AFRM overviewAll 13F holders of AFRMFull Q3 2024 holdings

Shares (Q3 2024)
15,835
Value
$646.4K
% of portfolio
0.2%
Quarters held
13
Since Q3 2021
Holdings of AFRM by Source Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202415,835$646.4K0.2%00.0%UnchangedHolders
Q2 202415,835$478.4K0.1%00.0%UnchangedHolders
Q1 202415,835$590.0K0.2%00.0%UnchangedHolders
Q4 202315,835$778.1K0.2%00.0%UnchangedHolders
Q3 202315,835$336.8K0.1%00.0%UnchangedHolders
Q2 202315,835$242.8K0.1%00.0%UnchangedHolders
Q1 202315,835$178.5K0.1%00.0%UnchangedHolders
Q4 202215,835$153.1K0.1%00.0%UnchangedHolders
Q3 202215,835$297.0K0.1%00.0%UnchangedHolders
Q2 202215,835$286.0K0.1%00.0%UnchangedHolders
Q1 202215,835$733.0K0.2%00.0%UnchangedHolders
Q4 202115,835$1.59M0.4%00.0%UnchangedHolders
Q3 202115,835$1.89M0.5%+15,835NewHolders