FormulaFolio Investments’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,653
| Closed | -$741K | – | 473 |
|
|
2020
Q4 | $741K | Buy |
+16,653
| New | +$741K | 0.02% | 373 |
|
|
2020
Q1 | – | Sell |
-10,415
| Closed | -$551K | – | 286 |
|
|
2019
Q4 | $551K | Sell |
10,415
-860
| -8% | -$45.5K | 0.02% | 234 |
|
|
2019
Q3 | $590K | Sell |
11,275
-481
| -4% | -$25.2K | 0.02% | 208 |
|
|
2019
Q2 | $644K | Buy |
11,756
+7,349
| +167% | +$403K | 0.03% | 180 |
|
|
2019
Q1 | $220K | Buy |
4,407
+22
| +0.5% | +$1.1K | 0.01% | 308 |
|
|
2018
Q4 | $206K | Hold |
4,385
| – | – | 0.01% | 303 |
|
|
2018
Q3 | $206K | Sell |
4,385
-412
| -9% | -$19.4K | 0.01% | 303 |
|
|
2018
Q2 | $206K | Buy |
+4,797
| New | +$206K | 0.01% | 292 |
|
|
2016
Q3 | – | Sell |
-27,086
| Closed | -$977K | – | 142 |
|
|
2016
Q2 | $977K | Sell |
27,086
-10,512
| -28% | -$379K | 0.17% | 47 |
|
|
2016
Q1 | $1.19M | Buy |
+37,598
| New | +$1.19M | 0.21% | 43 |
|
|
2015
Q1 | – | Sell |
-14,432
| Closed | -$441K | – | 84 |
|
|
2014
Q4 | $441K | Buy |
+14,432
| New | +$441K | 0.17% | 47 |
|