Carroll Financial Associates’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.15M | Buy |
19,841
+47
| +0.2% | +$2.63K | 0.06% | 170 |
|
|
2021
Q3 | $1.03M | Hold |
19,794
| – | – | 0.06% | 184 |
|
|
2021
Q2 | $1.06M | Sell |
19,794
-18
| -0.1% | -$981 | 0.06% | 175 |
|
|
2021
Q1 | $1.01M | Sell |
19,812
-127
| -0.6% | -$6.09K | 0.06% | 171 |
|
|
2020
Q4 | $886K | Buy |
19,939
+13
| +0.1% | +$532 | 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% | -$35.6K | 0.07% | 160 |
|
|
2019
Q4 | $1.12M | Sell |
21,100
-461
| -2% | -$24.5K | 0.09% | 130 |
|
|
2019
Q3 | $1.13M | Hold |
21,561
| – | – | 0.1% | 131 |
|
|
2019
Q2 | $1.18M | Sell |
21,561
-913
| -4% | -$47.1K | 0.1% | 125 |
|
|
2019
Q1 | $1.12M | Sell |
22,474
-37
| -0.2% | -$1.78K | 0.11% | 115 |
|
|
2018
Q4 | $1.02M | Sell |
22,511
-225
| -1% | -$10K | 0.11% | 110 |
|
|
2018
Q3 | $1.07M | Buy |
22,736
+5,312
| +30% | +$243K | 0.11% | 112 |
|
|
2018
Q2 | $749K | Sell |
17,424
-184
| -1% | -$8.27K | 0.08% | 138 |
|
|
2018
Q1 | $770K | Buy |
17,608
+838
| +5% | +$37.1K | 0.08% | 128 |
|
|
2017
Q4 | $736K | Buy |
16,770
+1,496
| +10% | +$63.9K | 0.08% | 129 |
|
|
2017
Q3 | $629K | Buy |
15,274
+106
| +0.7% | +$4.27K | 0.07% | 136 |
|
|
2017
Q2 | $589K | Buy |
15,168
+978
| +7% | +$36.7K | 0.07% | 139 |
|
|
2017
Q1 | $513K | Hold |
14,190
| – | – | 0.07% | 144 |
|
|
2016
Q4 | $493K | Hold |
14,190
| – | – | 0.07% | 147 |
|
|
2016
Q3 | $509K | Hold |
14,190
| – | – | 0.08% | 136 |
|
|
2016
Q2 | $511K | Hold |
14,190
| – | – | 0.09% | 134 |
|
|
2016
Q1 | $447K | Sell |
14,190
-74
| -0.5% | -$2.2K | 0.08% | 141 |
|
|
2015
Q4 | $427K | Sell |
14,264
-226
| -2% | -$7.04K | 0.09% | 132 |
|
|
2015
Q3 | $444K | Buy |
14,490
+448
| +3% | +$13.6K | 0.1% | 123 |
|
|
2015
Q2 | $437K | Hold |
14,042
| – | – | 0.1% | 126 |
|
|
2015
Q1 | $449K | Buy |
14,042
+13,834
| +6,651% | +$422K | 0.2% | 83 |
|
|
2014
Q4 | $6K | Hold |
208
| – | – | ﹤0.01% | 541 |
|
|
2014
Q3 | $6K | Sell |
208
-13,834
| -99% | -$421K | ﹤0.01% | 628 |
|
|
2014
Q2 | $437K | Buy |
14,042
+58
| +0.4% | +$1.81K | 0.12% | 109 |
|
|
2014
Q1 | $441K | Sell |
13,984
-58
| -0.4% | -$1.84K | 0.14% | 91 |
|
|
2013
Q4 | $469K | Buy |
14,042
+150
| +1% | +$4.92K | 0.17% | 91 |
|
|
2013
Q3 | $430K | Hold |
13,892
| – | – | 0.16% | 90 |
|
|
2013
Q2 | $403K | Buy |
+13,892
| New | +$377K | 0.2% | 82 |
|
Other funds holding AFL
JPH
