Avantax Planning Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $539K | Sell |
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|
2025
Q2 | $673K | Buy |
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|
2025
Q1 | $391K | Buy |
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|
2024
Q4 | $364K | Buy |
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|
2024
Q3 | $389K | Sell |
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|
2024
Q2 | $526K | Buy |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | $450K | Sell |
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|
2023
Q3 | $419K | Buy |
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|
2023
Q2 | $380K | Hold |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $400K | Sell |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $361K | Hold |
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|
2021
Q3 | $323K | Buy |
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|
2021
Q2 | $327K | Sell |
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|
2021
Q1 | $358K | Buy |
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|
2020
Q4 | $260K | Sell |
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|
2020
Q3 | $256K | Sell |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $284K | Sell |
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|
2019
Q4 | $456K | Buy |
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|
2019
Q3 | $445K | Buy |
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|
2019
Q2 | $482K | Sell |
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|
2019
Q1 | $460K | Buy |
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|
2018
Q4 | $418K | Sell |
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|
2018
Q3 | $438K | Sell |
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|
2018
Q2 | $416K | Sell |
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|
2018
Q1 | $425K | Sell |
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|
2017
Q4 | $434K | Sell |
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|
2017
Q3 | $1M | Hold |
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|
2017
Q2 | $957K | Sell |
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|
2017
Q1 | $949K | Sell |
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|
2016
Q4 | $917K | Buy |
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