Altium Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $326K | Sell |
5,892
-9,121
| -61% | -$505K | 0.02% | 291 |
|
|
2022
Q1 | $967K | Buy |
15,013
+1,715
| +13% | +$110K | 0.06% | 169 |
|
|
2021
Q4 | $776K | Buy |
13,298
+1,493
| +13% | +$87.1K | 0.05% | 184 |
|
|
2021
Q3 | $615K | Buy |
11,805
+1,481
| +14% | +$77.2K | 0.04% | 201 |
|
|
2021
Q2 | $554K | Buy |
10,324
+1,921
| +23% | +$103K | 0.04% | 210 |
|
|
2021
Q1 | $430K | Buy |
+8,403
| New | +$430K | 0.03% | 248 |
|
|
2020
Q1 | – | Sell |
-5,670
| Closed | -$300K | – | 325 |
|
|
2019
Q4 | $300K | Sell |
5,670
-681
| -11% | -$36K | 0.04% | 218 |
|
|
2019
Q3 | $332K | Sell |
6,351
-854
| -12% | -$44.6K | 0.04% | 204 |
|
|
2019
Q2 | $395K | Sell |
7,205
-203
| -3% | -$11.1K | 0.06% | 186 |
|
|
2019
Q1 | $370K | Sell |
7,408
-344
| -4% | -$17.2K | 0.06% | 194 |
|
|
2018
Q4 | $353K | Sell |
7,752
-331
| -4% | -$15.1K | 0.07% | 183 |
|
|
2018
Q3 | $380K | Sell |
8,083
-623
| -7% | -$29.3K | 0.07% | 186 |
|
|
2018
Q2 | $375K | Buy |
+8,706
| New | +$375K | 0.1% | 145 |
|