CFA
Carroll Financial Associates’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.15M | Buy |
19,841
+47
| +0.2% | +$2.73K | 0.06% | 170 |
|
|
2021
Q3 | $1.03M | Hold |
19,794
| – | – | 0.06% | 184 |
|
|
2021
Q2 | $1.06M | Sell |
19,794
-18
| -0.1% | -$966 | 0.06% | 175 |
|
|
2021
Q1 | $1.01M | Sell |
19,812
-127
| -0.6% | -$6.49K | 0.06% | 171 |
|
|
2020
Q4 | $886K | Buy |
19,939
+13
| +0.1% | +$578 | 0.06% | 171 |
|
|
2020
Q3 | $724K | Sell |
19,926
-116
| -0.6% | -$4.22K | 0.06% | 178 |
|
|
2020
Q2 | $722K | Sell |
20,042
-279
| -1% | -$10.1K | 0.06% | 174 |
|
|
2020
Q1 | $695K | Sell |
20,321
-779
| -4% | -$26.6K | 0.07% | 160 |
|
|
2019
Q4 | $1.12M | Sell |
21,100
-461
| -2% | -$24.4K | 0.09% | 130 |
|
|
2019
Q3 | $1.13M | Hold |
21,561
| – | – | 0.1% | 131 |
|
|
2019
Q2 | $1.18M | Sell |
21,561
-913
| -4% | -$50K | 0.1% | 125 |
|
|
2019
Q1 | $1.12M | Sell |
22,474
-37
| -0.2% | -$1.85K | 0.11% | 115 |
|
|
2018
Q4 | $1.02M | Sell |
22,511
-225
| -1% | -$10.2K | 0.11% | 110 |
|
|
2018
Q3 | $1.07M | Buy |
22,736
+5,312
| +30% | +$250K | 0.11% | 112 |
|
|
2018
Q2 | $749K | Sell |
17,424
-184
| -1% | -$7.91K | 0.08% | 138 |
|
|
2018
Q1 | $770K | Buy |
17,608
+9,223
| +110% | +$403K | 0.08% | 128 |
|
|
2017
Q4 | $736K | Buy |
8,385
+748
| +10% | +$65.7K | 0.08% | 129 |
|
|
2017
Q3 | $629K | Buy |
7,637
+53
| +0.7% | +$4.37K | 0.07% | 136 |
|
|
2017
Q2 | $589K | Buy |
7,584
+489
| +7% | +$38K | 0.07% | 139 |
|
|
2017
Q1 | $513K | Hold |
7,095
| – | – | 0.07% | 144 |
|
|
2016
Q4 | $493K | Hold |
7,095
| – | – | 0.07% | 147 |
|
|
2016
Q3 | $509K | Hold |
7,095
| – | – | 0.08% | 136 |
|
|
2016
Q2 | $511K | Hold |
7,095
| – | – | 0.09% | 134 |
|
|
2016
Q1 | $447K | Sell |
7,095
-37
| -0.5% | -$2.33K | 0.08% | 141 |
|
|
2015
Q4 | $427K | Sell |
7,132
-113
| -2% | -$6.77K | 0.09% | 132 |
|
|
2015
Q3 | $444K | Buy |
7,245
+224
| +3% | +$13.7K | 0.1% | 123 |
|
|
2015
Q2 | $437K | Hold |
7,021
| – | – | 0.1% | 126 |
|
|
2015
Q1 | $449K | Buy |
7,021
+6,917
| +6,651% | +$442K | 0.2% | 83 |
|
|
2014
Q4 | $6K | Hold |
104
| – | – | ﹤0.01% | 541 |
|
|
2014
Q3 | $6K | Sell |
104
-6,917
| -99% | -$399K | ﹤0.01% | 628 |
|
|
2014
Q2 | $437K | Buy |
7,021
+29
| +0.4% | +$1.81K | 0.12% | 109 |
|
|
2014
Q1 | $441K | Sell |
6,992
-29
| -0.4% | -$1.83K | 0.14% | 91 |
|
|
2013
Q4 | $469K | Buy |
7,021
+75
| +1% | +$5.01K | 0.17% | 91 |
|
|
2013
Q3 | $430K | Hold |
6,946
| – | – | 0.16% | 90 |
|
|
2013
Q2 | $403K | Buy |
+6,946
| New | +$403K | 0.2% | 82 |
|