FDx Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,171
| Closed | -$509K | – | 355 |
|
|
2023
Q4 | $509K | Buy |
6,171
+1,517
| +33% | +$122K | 0.04% | 391 |
|
|
2023
Q3 | $357K | Sell |
4,654
-1,613
| -26% | -$120K | 0.03% | 425 |
|
|
2023
Q2 | $437K | Buy |
6,267
+1,155
| +23% | +$77.3K | 0.02% | 486 |
|
|
2023
Q1 | $368K | Hold |
5,112
| – | – | 0.02% | 490 |
|
|
2022
Q4 | $368K | Sell |
5,112
-47
| -0.9% | -$3.15K | 0.02% | 490 |
|
|
2022
Q3 | $290K | Sell |
5,159
-1,519
| -23% | -$89.4K | 0.01% | 565 |
|
|
2022
Q2 | $369K | Buy |
6,678
+220
| +3% | +$13K | 0.01% | 561 |
|
|
2022
Q1 | $416K | Sell |
6,458
-27
| -0.4% | -$1.69K | 0.01% | 553 |
|
|
2021
Q4 | $379K | Buy |
6,485
+196
| +3% | +$11K | 0.01% | 619 |
|
|
2021
Q3 | $328K | Sell |
6,289
-1,338
| -18% | -$73.1K | 0.01% | 630 |
|
|
2021
Q2 | $409K | Buy |
7,627
+40
| +0.5% | +$2.18K | 0.01% | 566 |
|
|
2021
Q1 | $388K | Sell |
7,587
-208
| -3% | -$9.98K | 0.01% | 544 |
|
|
2020
Q4 | $347K | Buy |
7,795
+446
| +6% | +$18.3K | 0.01% | 530 |
|
|
2020
Q3 | $267K | Sell |
7,349
-233
| -3% | -$8.48K | 0.01% | 516 |
|
|
2020
Q2 | $273K | Sell |
7,582
-3,039
| -29% | -$110K | 0.01% | 461 |
|
|
2020
Q1 | $364K | Buy |
10,621
+1,463
| +16% | +$66.9K | 0.02% | 351 |
|
|
2019
Q4 | $484K | Buy |
9,158
+1,330
| +17% | +$70.6K | 0.03% | 355 |
|
|
2019
Q3 | $410K | Sell |
7,828
-13,964
| -64% | -$737K | 0.03% | 389 |
|
|
2019
Q2 | $1.19M | Buy |
21,792
+1,773
| +9% | +$91.4K | 0.05% | 281 |
|
|
2019
Q1 | $1M | Buy |
20,019
+13,088
| +189% | +$631K | 0.04% | 294 |
|
|
2018
Q4 | $316K | Sell |
6,931
-20,045
| -74% | -$891K | 0.03% | 403 |
|
|
2018
Q3 | $1.27M | Buy |
26,976
+2,132
| +9% | +$97.6K | 0.05% | 292 |
|
|
2018
Q2 | $1.07M | Sell |
24,844
-10,701
| -30% | -$481K | 0.04% | 353 |
|
|
2018
Q1 | $1.55M | Sell |
35,545
-2,389
| -6% | -$106K | 0.05% | 358 |
|
|
2017
Q4 | $1.67M | Buy |
37,934
+278
| +0.7% | +$11.9K | 0.05% | 374 |
|
|
2017
Q3 | $1.53M | Sell |
37,656
-2,652
| -7% | -$107K | 0.04% | 399 |
|
|
2017
Q2 | $1.57M | Buy |
40,308
+12,736
| +46% | +$479K | 0.05% | 386 |
|
|
2017
Q1 | $998K | Sell |
27,572
-21,482
| -44% | -$761K | 0.03% | 529 |
|
|
2016
Q4 | $1.71M | Buy |
49,054
+8,926
| +22% | +$314K | 0.05% | 331 |
|
|
2016
Q3 | $1.44M | Sell |
40,128
-2,354
| -6% | -$85.7K | 0.06% | 286 |
|
|
2016
Q2 | $1.53M | Buy |
42,482
+3,448
| +9% | +$118K | 0.07% | 256 |
|
|
2016
Q1 | $1.23M | Buy |
39,034
+10,960
| +39% | +$326K | 0.06% | 304 |
|
|
2015
Q4 | $841K | Buy |
28,074
+9,092
| +48% | +$283K | 0.04% | 401 |
|
|
2015
Q3 | $552K | Sell |
18,982
-11,086
| -37% | -$335K | 0.05% | 418 |
|
|
2015
Q2 | $935K | Sell |
30,068
-4,732
| -14% | -$150K | 0.05% | 355 |
|
|
2015
Q1 | $1.12M | Sell |
34,800
-3,088
| -8% | -$94.2K | 0.02% | 553 |
|
|
2014
Q4 | $1.16M | Buy |
37,888
+2,408
| +7% | +$71.1K | 0.07% | 261 |
|
|
2014
Q3 | $1.03M | Sell |
35,480
-1,002
| -3% | -$30.5K | 0.07% | 321 |
|
|
2014
Q2 | $1.14M | Buy |
36,482
+5,822
| +19% | +$182K | 0.07% | 306 |
|
|
2014
Q1 | $966K | Buy |
30,660
+878
| +3% | +$27.9K | 0.08% | 256 |
|
|
2013
Q4 | $995K | Buy |
29,782
+7,284
| +32% | +$239K | 0.1% | 197 |
|
|
2013
Q3 | $697K | Sell |
22,498
-5,064
| -18% | -$152K | 0.08% | 225 |
|
|
2013
Q2 | $801K | Buy |
+27,562
| New | +$748K | 0.11% | 180 |
|
Other funds holding AFL
JPH
