Acorn Wealth Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6,720
| Closed | -$600K | – | 228 |
|
2024
Q2 | $600K | Sell |
6,720
-2
| -0% | -$179 | 0.3% | 73 |
|
2024
Q1 | $577K | Buy |
6,722
+6
| +0.1% | +$515 | 0.3% | 74 |
|
2023
Q4 | $554K | Sell |
6,716
-1
| -0% | -$83 | 0.33% | 70 |
|
2023
Q3 | $516K | Buy |
6,717
+3
| +0% | +$230 | 0.34% | 67 |
|
2023
Q2 | $469K | Hold |
6,714
| – | – | 0.32% | 79 |
|
2023
Q1 | $433K | Buy |
6,714
+1
| +0% | +$65 | 0.32% | 77 |
|
2022
Q4 | $483K | Buy |
6,713
+17
| +0.3% | +$1.22K | 0.37% | 64 |
|
2022
Q3 | $376K | Buy |
6,696
+8
| +0.1% | +$449 | 0.31% | 81 |
|
2022
Q2 | $370K | Hold |
6,688
| – | – | 0.29% | 90 |
|
2022
Q1 | $431K | Hold |
6,688
| – | – | 0.3% | 88 |
|
2021
Q4 | $391K | Hold |
6,688
| – | – | 0.25% | 98 |
|
2021
Q3 | $349K | Hold |
6,688
| – | – | 0.24% | 103 |
|
2021
Q2 | $359K | Hold |
6,688
| – | – | 0.25% | 98 |
|
2021
Q1 | $342K | Hold |
6,688
| – | – | 0.25% | 103 |
|
2020
Q4 | $297K | Hold |
6,688
| – | – | 0.23% | 106 |
|
2020
Q3 | $243K | Hold |
6,688
| – | – | 0.21% | 102 |
|
2020
Q2 | $241K | Hold |
6,688
| – | – | 0.22% | 97 |
|
2020
Q1 | $234K | Sell |
6,688
-24
| -0.4% | -$840 | 0.26% | 80 |
|
2019
Q4 | $351K | Hold |
6,712
| – | – | 0.3% | 73 |
|
2019
Q3 | $363K | Buy |
+6,712
| New | +$363K | 0.31% | 65 |
|
2018
Q2 | – | Sell |
-24
| Closed | -$1K | – | 521 |
|
2018
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 764 |
|
2017
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 734 |
|