Alera Investment 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 | $270K | Buy |
2,412
+37
| +2% | +$4.14K | 0.03% | 221 |
|
|
2024
Q2 | $212K | Buy |
+2,375
| New | +$212K | 0.03% | 251 |
|
|
2023
Q4 | – | Sell |
-6,305
| Closed | -$484K | – | 168 |
|
|
2023
Q3 | $484K | Sell |
6,305
-49
| -0.8% | -$3.76K | 0.08% | 116 |
|
|
2023
Q2 | $444K | Buy |
6,354
+318
| +5% | +$22.2K | 0.1% | 119 |
|
|
2023
Q1 | $389K | Sell |
6,036
-1,519
| -20% | -$98K | 0.09% | 129 |
|
|
2022
Q4 | $544K | Sell |
7,555
-281
| -4% | -$20.2K | 0.13% | 100 |
|
|
2022
Q3 | $441K | Buy |
7,836
+140
| +2% | +$7.88K | 0.12% | 108 |
|
|
2022
Q2 | $426K | Sell |
7,696
-2,660
| -26% | -$147K | 0.12% | 120 |
|
|
2022
Q1 | $666K | Buy |
+10,356
| New | +$666K | 0.15% | 100 |
|
|
2019
Q2 | – | Sell |
-217
| Closed | -$11K | – | 101 |
|
|
2019
Q1 | $11K | Buy |
217
+76
| +54% | +$3.85K | 0.01% | 434 |
|
|
2018
Q4 | $6K | Buy |
+141
| New | +$6K | ﹤0.01% | 543 |
|