Blue Chip Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-915
| Closed | -$102K | – | 155 |
|
|
2024
Q3 | $102K | Buy |
+915
| New | +$93K | 0.01% | 197 |
|
|
2020
Q1 | – | Sell |
-2,086
| Closed | -$110K | – | 130 |
|
|
2019
Q4 | $110K | Buy |
2,086
+6
| +0.3% | +$318 | 0.02% | 152 |
|
|
2019
Q3 | $109K | Buy |
2,080
+7
| +0.3% | +$370 | 0.02% | 136 |
|
|
2019
Q2 | $114K | Buy |
2,073
+11
| +0.5% | +$567 | 0.03% | 127 |
|
|
2019
Q1 | $103K | Sell |
2,062
-649
| -24% | -$31.3K | 0.02% | 126 |
|
|
2018
Q4 | $124K | Sell |
2,711
-435
| -14% | -$19.3K | 0.03% | 138 |
|
|
2018
Q3 | $148K | Buy |
3,146
+18
| +0.6% | +$824 | 0.04% | 121 |
|
|
2018
Q2 | $135K | Buy |
3,128
+9
| +0.3% | +$404 | 0.04% | 128 |
|
|
2018
Q1 | $136K | Buy |
3,119
+19
| +0.6% | +$841 | 0.04% | 133 |
|
|
2017
Q4 | $136K | Buy |
3,100
+14
| +0.5% | +$598 | 0.04% | 116 |
|
|
2017
Q3 | $126K | Buy |
3,086
+464
| +18% | +$18.7K | 0.04% | 120 |
|
|
2017
Q2 | $102K | Sell |
2,622
-6,658
| -72% | -$250K | 0.04% | 125 |
|
|
2017
Q1 | $336K | Sell |
9,280
-1,472
| -14% | -$52.2K | 0.13% | 96 |
|
|
2016
Q4 | $374K | Sell |
10,752
-824
| -7% | -$29K | 0.15% | 93 |
|
|
2016
Q3 | $416K | Buy |
11,576
+36
| +0.3% | +$1.31K | 0.18% | 83 |
|
|
2016
Q2 | $416K | Buy |
11,540
+662
| +6% | +$22.6K | 0.19% | 77 |
|
|
2016
Q1 | $343K | Buy |
10,878
+46
| +0.4% | +$1.37K | 0.17% | 80 |
|
|
2015
Q4 | $324K | Sell |
10,832
-1,680
| -13% | -$52.3K | 0.17% | 80 |
|
|
2015
Q3 | $364K | Buy |
12,512
+510
| +4% | +$15.4K | 0.23% | 79 |
|
|
2015
Q2 | $373K | Buy |
12,002
+342
| +3% | +$10.8K | 0.24% | 75 |
|
|
2015
Q1 | $373K | Buy |
11,660
+348
| +3% | +$10.6K | 0.25% | 71 |
|
|
2014
Q4 | $346K | Buy |
+11,312
| New | +$334K | 0.24% | 74 |
|
Other funds holding AFL
JPH
