CSM Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,047
| Closed | -$361K | – | 123 |
|
|
2024
Q2 | $361K | Sell |
4,047
-300
| -7% | -$26.8K | 0.03% | 115 |
|
|
2024
Q1 | $373K | Sell |
4,347
-1,300
| -23% | -$112K | 0.02% | 123 |
|
|
2023
Q4 | $466K | Sell |
5,647
-100
| -2% | -$8.25K | 0.03% | 125 |
|
|
2023
Q3 | $441K | Sell |
5,747
-1,800
| -24% | -$138K | 0.04% | 117 |
|
|
2023
Q2 | $527K | Sell |
7,547
-1,100
| -13% | -$76.8K | 0.04% | 123 |
|
|
2023
Q1 | $558K | Hold |
8,647
| – | – | 0.05% | 119 |
|
|
2022
Q4 | $622K | Hold |
8,647
| – | – | 0.06% | 108 |
|
|
2022
Q3 | $486K | Hold |
8,647
| – | – | 0.05% | 113 |
|
|
2022
Q2 | $478K | Hold |
8,647
| – | – | 0.04% | 108 |
|
|
2022
Q1 | $557K | Hold |
8,647
| – | – | 0.04% | 110 |
|
|
2021
Q4 | $505K | Hold |
8,647
| – | – | 0.03% | 134 |
|
|
2021
Q3 | $451K | Hold |
8,647
| – | – | 0.03% | 130 |
|
|
2021
Q2 | $464K | Buy |
+8,647
| New | +$464K | 0.03% | 137 |
|