Gratus Capital’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-10,777
| Closed | -$695K | – | 227 |
|
2023
Q1 | $695K | Sell |
10,777
-590
| -5% | -$38.1K | 0.05% | 136 |
|
2022
Q4 | $818K | Hold |
11,367
| – | – | 0.07% | 130 |
|
2022
Q3 | $639K | Hold |
11,367
| – | – | 0.07% | 130 |
|
2022
Q2 | $629K | Hold |
11,367
| – | – | 0.07% | 121 |
|
2022
Q1 | $732K | Hold |
11,367
| – | – | 0.07% | 123 |
|
2021
Q4 | $664K | Buy |
+11,367
| New | +$664K | 0.06% | 126 |
|
2019
Q1 | – | Sell |
-4,664
| Closed | -$212K | – | 169 |
|
2018
Q4 | $212K | Sell |
4,664
-4,500
| -49% | -$205K | 0.04% | 161 |
|
2018
Q3 | $431K | Buy |
9,164
+4,500
| +96% | +$212K | 0.06% | 138 |
|
2018
Q2 | $201K | Sell |
4,664
-9,216
| -66% | -$397K | 0.03% | 160 |
|
2018
Q1 | $607K | Hold |
13,880
| – | – | 0.09% | 126 |
|
2017
Q4 | $609K | Hold |
13,880
| – | – | 0.08% | 129 |
|
2017
Q3 | $565K | Sell |
13,880
-984
| -7% | -$40.1K | 0.08% | 133 |
|
2017
Q2 | $577K | Hold |
14,864
| – | – | 0.08% | 126 |
|
2017
Q1 | $538K | Hold |
14,864
| – | – | 0.08% | 127 |
|
2016
Q4 | $517K | Hold |
14,864
| – | – | 0.08% | 133 |
|
2016
Q3 | $534K | Sell |
14,864
-2,000
| -12% | -$71.9K | 0.08% | 128 |
|
2016
Q2 | $608K | Buy |
+16,864
| New | +$608K | 0.09% | 125 |
|