APP
Avantax Planning Partners’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
6,377
+2,857
| +81% | +$301K | 0.02% | 231 |
|
|
2025
Q1 | $391K | Buy |
3,520
+3
| +0.1% | +$334 | 0.01% | 297 |
|
|
2024
Q4 | $364K | Buy |
3,517
+36
| +1% | +$3.72K | 0.01% | 298 |
|
|
2024
Q3 | $389K | Sell |
3,481
-2,405
| -41% | -$269K | 0.01% | 296 |
|
|
2024
Q2 | $526K | Buy |
5,886
+153
| +3% | +$13.7K | 0.02% | 276 |
|
|
2024
Q1 | $492K | Buy |
5,733
+283
| +5% | +$24.3K | 0.02% | 295 |
|
|
2023
Q4 | $450K | Sell |
5,450
-6
| -0.1% | -$495 | 0.02% | 250 |
|
|
2023
Q3 | $419K | Buy |
5,456
+6
| +0.1% | +$461 | 0.02% | 248 |
|
|
2023
Q2 | $380K | Hold |
5,450
| – | – | 0.02% | 258 |
|
|
2023
Q1 | $352K | Sell |
5,450
-105
| -2% | -$6.78K | 0.01% | 265 |
|
|
2022
Q4 | $400K | Sell |
5,555
-116
| -2% | -$8.35K | 0.02% | 259 |
|
|
2022
Q3 | $319K | Buy |
5,671
+551
| +11% | +$31K | 0.01% | 274 |
|
|
2022
Q2 | $283K | Buy |
5,120
+158
| +3% | +$8.73K | 0.01% | 278 |
|
|
2022
Q1 | $320K | Sell |
4,962
-1,226
| -20% | -$79.1K | 0.01% | 270 |
|
|
2021
Q4 | $361K | Hold |
6,188
| – | – | 0.01% | 247 |
|
|
2021
Q3 | $323K | Buy |
6,188
+97
| +2% | +$5.06K | 0.01% | 243 |
|
|
2021
Q2 | $327K | Sell |
6,091
-900
| -13% | -$48.3K | 0.02% | 246 |
|
|
2021
Q1 | $358K | Buy |
6,991
+1,145
| +20% | +$58.6K | 0.02% | 218 |
|
|
2020
Q4 | $260K | Sell |
5,846
-1,209
| -17% | -$53.8K | 0.01% | 243 |
|
|
2020
Q3 | $256K | Sell |
7,055
-574
| -8% | -$20.8K | 0.01% | 249 |
|
|
2020
Q2 | $275K | Sell |
7,629
-665
| -8% | -$24K | 0.02% | 225 |
|
|
2020
Q1 | $284K | Sell |
8,294
-333
| -4% | -$11.4K | 0.02% | 211 |
|
|
2019
Q4 | $456K | Buy |
8,627
+113
| +1% | +$5.97K | 0.03% | 184 |
|
|
2019
Q3 | $445K | Buy |
8,514
+11
| +0.1% | +$575 | 0.03% | 183 |
|
|
2019
Q2 | $482K | Sell |
8,503
-690
| -8% | -$39.1K | 0.03% | 175 |
|
|
2019
Q1 | $460K | Buy |
9,193
+26
| +0.3% | +$1.3K | 0.03% | 173 |
|
|
2018
Q4 | $418K | Sell |
9,167
-144
| -2% | -$6.57K | 0.03% | 160 |
|
|
2018
Q3 | $438K | Sell |
9,311
-350
| -4% | -$16.5K | 0.04% | 149 |
|
|
2018
Q2 | $416K | Sell |
9,661
-74
| -0.8% | -$3.19K | 0.04% | 144 |
|
|
2018
Q1 | $425K | Buy |
9,735
+4,792
| +97% | +$209K | 0.04% | 190 |
|
|
2017
Q4 | $434K | Sell |
4,943
-7,375
| -60% | -$648K | 0.04% | 185 |
|
|
2017
Q3 | $1M | Hold |
12,318
| – | – | 0.08% | 120 |
|
|
2017
Q2 | $957K | Sell |
12,318
-792
| -6% | -$61.5K | 0.08% | 113 |
|
|
2017
Q1 | $949K | Sell |
13,110
-65
| -0.5% | -$4.71K | 0.08% | 111 |
|
|
2016
Q4 | $917K | Buy |
+13,175
| New | +$917K | 0.1% | 102 |
|