FRG Family Wealth Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-820
| Closed | -$68.6K | – | 144 |
|
|
2024
Q1 | $68.6K | Buy |
+820
| New | +$68.6K | 0.01% | 186 |
|
|
2018
Q3 | – | Sell |
-5,518
| Closed | -$237K | – | 144 |
|
|
2018
Q2 | $237K | Hold |
5,518
| – | – | 0.07% | 138 |
|
|
2018
Q1 | $241K | Hold |
5,518
| – | – | 0.08% | 137 |
|
|
2017
Q4 | $242K | Hold |
5,518
| – | – | 0.08% | 137 |
|
|
2017
Q3 | $225K | Hold |
5,518
| – | – | 0.08% | 135 |
|
|
2017
Q2 | $214K | Sell |
5,518
-3,000
| -35% | -$116K | 0.08% | 132 |
|
|
2017
Q1 | $308K | Hold |
8,518
| – | – | 0.12% | 117 |
|
|
2016
Q4 | $296K | Hold |
8,518
| – | – | 0.12% | 112 |
|
|
2016
Q3 | $306K | Hold |
8,518
| – | – | 0.14% | 108 |
|
|
2016
Q2 | $307K | Hold |
8,518
| – | – | 0.14% | 107 |
|
|
2016
Q1 | $271K | Sell |
8,518
-1,200
| -12% | -$38.2K | 0.13% | 109 |
|
|
2015
Q4 | $291K | Buy |
+9,718
| New | +$291K | 0.14% | 111 |
|