Financial Architects (New Jersey)’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $307K | Hold |
4,403
| – | – | 0.05% | 255 |
|
|
2023
Q1 | $284K | Sell |
4,403
-56
| -1% | -$3.83K | 0.05% | 265 |
|
|
2022
Q4 | $321K | Hold |
4,459
| – | – | 0.05% | 256 |
|
|
2022
Q3 | $251K | Hold |
4,459
| – | – | 0.04% | 273 |
|
|
2022
Q2 | $247K | Buy |
4,459
+56
| +1% | +$3.31K | 0.31% | 49 |
|
|
2022
Q1 | $284K | Hold |
4,403
| – | – | 0.04% | 273 |
|
|
2021
Q4 | $257K | Hold |
4,403
| – | – | 0.03% | 293 |
|
|
2021
Q3 | $230K | Sell |
4,403
-1,600
| -27% | -$87.5K | 0.03% | 296 |
|
|
2021
Q2 | $322K | Hold |
6,003
| – | – | 0.05% | 257 |
|
|
2021
Q1 | $307K | Sell |
6,003
-433
| -7% | -$20.8K | 0.05% | 253 |
|
|
2020
Q4 | $286K | Sell |
6,436
-43
| -0.7% | -$1.76K | 0.05% | 231 |
|
|
2020
Q3 | $236K | Sell |
6,479
-1,224
| -16% | -$44.6K | 0.05% | 236 |
|
|
2020
Q2 | $278K | Hold |
7,703
| – | – | 0.06% | 195 |
|
|
2020
Q1 | $264K | Buy |
7,703
+1,600
| +26% | +$73.1K | 0.07% | 182 |
|
|
2019
Q4 | $323K | Hold |
6,103
| – | – | 0.07% | 192 |
|
|
2019
Q3 | $319K | Hold |
6,103
| – | – | 0.07% | 181 |
|
|
2019
Q2 | $335K | Sell |
6,103
-11,960
| -66% | -$617K | 0.06% | 191 |
|
|
2019
Q1 | $903K | Buy |
18,063
+636
| +4% | +$30.6K | 0.15% | 110 |
|
|
2018
Q4 | $794K | Hold |
17,427
| – | – | 0.15% | 112 |
|
|
2018
Q3 | $820K | Buy |
17,427
+182
| +1% | +$8.33K | 0.13% | 119 |
|
|
2018
Q2 | $742K | Buy |
17,245
+332
| +2% | +$14.9K | 0.13% | 119 |
|
|
2018
Q1 | $740K | Buy |
16,913
+3,697
| +28% | +$164K | 0.14% | 110 |
|
|
2017
Q4 | $580K | Sell |
13,216
-640
| -5% | -$27.3K | 0.1% | 141 |
|
|
2017
Q3 | $564K | Sell |
13,856
-600
| -4% | -$24.2K | 0.1% | 145 |
|
|
2017
Q2 | $561K | Buy |
14,456
+820
| +6% | +$30.8K | 0.1% | 141 |
|
|
2017
Q1 | $494K | Buy |
13,636
+2,438
| +22% | +$86.4K | 0.09% | 159 |
|
|
2016
Q4 | $390K | Sell |
11,198
-478
| -4% | -$16.8K | 0.09% | 166 |
|
|
2016
Q3 | $420K | Sell |
11,676
-838
| -7% | -$30.5K | 0.11% | 152 |
|
|
2016
Q2 | $452K | Buy |
12,514
+2,880
| +30% | +$98.3K | 0.13% | 138 |
|
|
2016
Q1 | $304K | Sell |
9,634
-104
| -1% | -$3.09K | 0.11% | 147 |
|
|
2015
Q4 | $292K | Buy |
9,738
+2,512
| +35% | +$78.2K | 0.12% | 162 |
|
|
2015
Q3 | $210K | Sell |
7,226
-3,038
| -30% | -$91.9K | 0.09% | 184 |
|
|
2015
Q2 | $232K | Hold |
10,264
| – | – | 0.08% | 175 |
|
|
2015
Q1 | $239K | Buy |
10,264
+292
| +3% | +$8.91K | 0.09% | 164 |
|
|
2014
Q4 | $220K | Buy |
9,972
+1,250
| +14% | +$36.9K | 0.1% | 159 |
|
|
2014
Q3 | $65K | Buy |
8,722
+772
| +10% | +$23.5K | 0.03% | 282 |
|
|
2014
Q2 | $160K | Buy |
+7,950
| New | +$248K | 0.08% | 166 |
|
|
2013
Q4 | – | Sell |
-2,000
| Closed | -$62K | – | 163 |
|
|
2013
Q3 | $62K | Hold |
2,000
| – | – | 0.04% | 228 |
|
|
2013
Q2 | $58K | Buy |
+2,000
| New | +$54.2K | 0.04% | 226 |
|
Other funds holding AFL
JPH
Financial Architects (New Jersey)'s AFL Position: Q2 2023 in Review
Financial Architects (New Jersey) held its Aflac (AFL) position steady in Q2 2023 at 4,403 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #255.
Financial Architects (New Jersey) first reported a position in AFL in Q2 2013 and has held it in 39 quarters since. The position peaked at $903K in Q1 2019. 1,272 funds tracked by Wall St. Rank hold AFL as of Q2 2023.
- Financial Architects (New Jersey) held 4,403 shares of Aflac worth $307K as of Q2 2023.
- Financial Architects (New Jersey) left its Aflac share count unchanged in Q2 2023.
- Aflac made up 0.05% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #255 holding.
- Financial Architects (New Jersey) first reported a position in Aflac in Q2 2013 and has held it in 39 quarters since.
- Financial Architects (New Jersey)'s Aflac position peaked at $903K in Q1 2019.
- 1,272 funds tracked by Wall St. Rank held Aflac as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.