HSA
HBK Sorce Advisory’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796K | Sell |
7,547
-15,997
| -68% | -$1.69M | 0.02% | 262 |
|
|
2025
Q1 | $2.62M | Sell |
23,544
-39
| -0.2% | -$4.34K | 0.08% | 114 |
|
|
2024
Q4 | $2.44M | Buy |
23,583
+35
| +0.1% | +$3.62K | 0.07% | 121 |
|
|
2024
Q3 | $2.63M | Sell |
23,548
-246
| -1% | -$27.5K | 0.08% | 119 |
|
|
2024
Q2 | $2.13M | Buy |
23,794
+621
| +3% | +$55.5K | 0.07% | 128 |
|
|
2024
Q1 | $1.99M | Sell |
23,173
-6
| -0% | -$515 | 0.07% | 145 |
|
|
2023
Q4 | $1.91M | Sell |
23,179
-246
| -1% | -$20.3K | 0.07% | 147 |
|
|
2023
Q3 | $1.8M | Sell |
23,425
-249
| -1% | -$19.1K | 0.08% | 140 |
|
|
2023
Q2 | $1.65M | Buy |
23,674
+489
| +2% | +$34.1K | 0.07% | 156 |
|
|
2023
Q1 | $1.5M | Sell |
23,185
-23,719
| -51% | -$1.53M | 0.07% | 163 |
|
|
2022
Q4 | $3.37M | Buy |
46,904
+22,998
| +96% | +$1.65M | 0.09% | 143 |
|
|
2022
Q3 | $1.3M | Buy |
23,906
+1,351
| +6% | +$73.5K | 0.09% | 150 |
|
|
2022
Q2 | $1.25M | Sell |
22,555
-140
| -0.6% | -$7.75K | 0.09% | 136 |
|
|
2022
Q1 | $1.46M | Buy |
22,695
+110
| +0.5% | +$7.08K | 0.08% | 163 |
|
|
2021
Q4 | $1.32M | Buy |
22,585
+100
| +0.4% | +$5.84K | 0.07% | 182 |
|
|
2021
Q3 | $1.17M | Sell |
22,485
-15,834
| -41% | -$825K | 0.06% | 187 |
|
|
2021
Q2 | $2.06M | Sell |
38,319
-266
| -0.7% | -$14.3K | 0.11% | 131 |
|
|
2021
Q1 | $1.98M | Sell |
38,585
-1,554
| -4% | -$79.5K | 0.12% | 126 |
|
|
2020
Q4 | $1.79M | Buy |
40,139
+2,471
| +7% | +$110K | 0.11% | 125 |
|
|
2020
Q3 | $1.37M | Sell |
37,668
-609
| -2% | -$22.1K | 0.1% | 137 |
|
|
2020
Q2 | $1.38M | Buy |
38,277
+1,074
| +3% | +$38.7K | 0.1% | 129 |
|
|
2020
Q1 | $1.27M | Buy |
37,203
+695
| +2% | +$23.8K | 0.12% | 115 |
|
|
2019
Q4 | $1.93M | Buy |
36,508
+3,498
| +11% | +$185K | 0.17% | 104 |
|
|
2019
Q3 | $1.73M | Buy |
33,010
+460
| +1% | +$24.1K | 0.17% | 102 |
|
|
2019
Q2 | $1.78M | Buy |
32,550
+662
| +2% | +$36.3K | 0.17% | 106 |
|
|
2019
Q1 | $1.59M | Sell |
31,888
-618
| -2% | -$30.9K | 0.16% | 112 |
|
|
2018
Q4 | $1.48M | Sell |
32,506
-753
| -2% | -$34.3K | 0.17% | 113 |
|
|
2018
Q3 | $1.57M | Buy |
33,259
+1,922
| +6% | +$90.5K | 0.18% | 93 |
|
|
2018
Q2 | $1.35M | Buy |
31,337
+723
| +2% | +$31.1K | 0.16% | 99 |
|
|
2018
Q1 | $1.34M | Buy |
30,614
+15,124
| +98% | +$662K | 0.17% | 97 |
|
|
2017
Q4 | $1.36M | Buy |
15,490
+5,908
| +62% | +$519K | 0.16% | 102 |
|
|
2017
Q3 | $780K | Buy |
9,582
+137
| +1% | +$11.2K | 0.12% | 121 |
|
|
2017
Q2 | $734K | Buy |
+9,445
| New | +$734K | 0.12% | 125 |
|
|
2017
Q1 | – | Sell |
-10,843
| Closed | -$755K | – | 162 |
|
|
2016
Q4 | $755K | Hold |
10,843
| – | – | 0.14% | 116 |
|
|
2016
Q3 | $779K | Buy |
10,843
+1,843
| +20% | +$132K | 0.15% | 97 |
|
|
2016
Q2 | $649K | Hold |
9,000
| – | – | 0.14% | 112 |
|
|
2016
Q1 | $568K | Sell |
9,000
-63
| -0.7% | -$3.98K | 0.13% | 113 |
|
|
2015
Q4 | $543K | Buy |
+9,063
| New | +$543K | 0.14% | 109 |
|