Gideon Capital Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22,673
| Closed | -$1.2M | – | 7 |
|
|
2019
Q4 | $1.2M | Sell |
22,673
-8,861
| -28% | -$469K | 0.41% | 94 |
|
|
2019
Q3 | $1.65M | Buy |
+31,534
| New | +$1.65M | 0.54% | 64 |
|
|
2018
Q3 | – | Sell |
-5,183
| Closed | -$223K | – | 334 |
|
|
2018
Q2 | $223K | Sell |
5,183
-1,830
| -26% | -$78.7K | 0.11% | 321 |
|
|
2018
Q1 | $307K | Buy |
+7,013
| New | +$307K | 0.19% | 223 |
|
|
2017
Q4 | – | Sell |
-6,772
| Closed | -$276K | – | 288 |
|
|
2017
Q3 | $276K | Buy |
+6,772
| New | +$276K | 0.27% | 170 |
|
|
2016
Q4 | – | Sell |
-20,620
| Closed | -$741K | – | 389 |
|
|
2016
Q3 | $741K | Buy |
+20,620
| New | +$741K | 0.45% | 77 |
|
|
2016
Q1 | – | Sell |
-10,804
| Closed | -$324K | – | 135 |
|
|
2015
Q4 | $324K | Buy |
+10,804
| New | +$324K | 0.24% | 136 |
|
|
2015
Q3 | – | Sell |
-62,596
| Closed | -$1.95M | – | 210 |
|
|
2015
Q2 | $1.95M | Buy |
+62,596
| New | +$1.95M | 0.8% | 28 |
|
|
2014
Q3 | – | Sell |
-90,836
| Closed | -$2.83M | – | 258 |
|
|
2014
Q2 | $2.83M | Buy |
+90,836
| New | +$2.83M | 1.03% | 20 |
|
|
2014
Q1 | – | Sell |
-45,960
| Closed | -$1.54M | – | 199 |
|
|
2013
Q4 | $1.54M | Buy |
+45,960
| New | +$1.54M | 0.91% | 29 |
|