JFS Wealth Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $28.6K | Sell |
271
-1
| -0.4% | -$105 | ﹤0.01% | 579 |
|
2025
Q1 | $30.2K | Buy |
272
+1
| +0.4% | +$111 | ﹤0.01% | 570 |
|
2024
Q4 | $28K | Sell |
271
-209
| -44% | -$21.6K | ﹤0.01% | 564 |
|
2024
Q3 | $53.7K | Buy |
480
+7
| +1% | +$783 | ﹤0.01% | 455 |
|
2024
Q2 | $42.2K | Sell |
473
-4
| -0.8% | -$357 | ﹤0.01% | 448 |
|
2024
Q1 | $41K | Buy |
477
+1
| +0.2% | +$86 | ﹤0.01% | 469 |
|
2023
Q4 | $39.3K | Buy |
476
+31
| +7% | +$2.56K | ﹤0.01% | 449 |
|
2023
Q3 | $34.2K | Hold |
445
| – | – | ﹤0.01% | 426 |
|
2023
Q2 | $31.1K | Sell |
445
-7
| -2% | -$489 | ﹤0.01% | 445 |
|
2023
Q1 | $29.2K | Sell |
452
-98
| -18% | -$6.32K | ﹤0.01% | 453 |
|
2022
Q4 | $39.6K | Buy |
550
+19
| +4% | +$1.37K | ﹤0.01% | 400 |
|
2022
Q3 | $30K | Buy |
531
+108
| +26% | +$6.1K | ﹤0.01% | 475 |
|
2022
Q2 | $23K | Sell |
423
-45
| -10% | -$2.45K | ﹤0.01% | 554 |
|
2022
Q1 | $30K | Buy |
468
+121
| +35% | +$7.76K | ﹤0.01% | 518 |
|
2021
Q4 | $20K | Buy |
347
+79
| +29% | +$4.55K | ﹤0.01% | 561 |
|
2021
Q3 | $14K | Hold |
268
| – | – | ﹤0.01% | 592 |
|
2021
Q2 | $14K | Hold |
268
| – | – | ﹤0.01% | 407 |
|
2021
Q1 | $14K | Hold |
268
| – | – | ﹤0.01% | 382 |
|
2020
Q4 | $12K | Sell |
268
-70
| -21% | -$3.13K | ﹤0.01% | 398 |
|
2020
Q3 | $12K | Hold |
338
| – | – | ﹤0.01% | 377 |
|
2020
Q2 | $12K | Hold |
338
| – | – | ﹤0.01% | 364 |
|
2020
Q1 | $12K | Hold |
338
| – | – | ﹤0.01% | 327 |
|
2019
Q4 | $18K | Buy |
338
+70
| +26% | +$3.73K | ﹤0.01% | 314 |
|
2019
Q3 | $14K | Hold |
268
| – | – | ﹤0.01% | 337 |
|
2019
Q2 | $15K | Hold |
268
| – | – | ﹤0.01% | 329 |
|
2019
Q1 | $13K | Hold |
268
| – | – | ﹤0.01% | 334 |
|
2018
Q4 | $12K | Hold |
268
| – | – | ﹤0.01% | 330 |
|
2018
Q3 | $13K | Hold |
268
| – | – | ﹤0.01% | 371 |
|
2018
Q2 | $12K | Buy |
+268
| New | +$12K | ﹤0.01% | 350 |
|
2015
Q1 | – | Sell |
-260
| Closed | -$8K | – | 504 |
|
2014
Q4 | $8K | Buy |
+260
| New | +$8K | ﹤0.01% | 381 |
|
2013
Q4 | – | Sell |
-14,120
| Closed | -$438K | – | 129 |
|
2013
Q3 | $438K | Buy |
14,120
+1,310
| +10% | +$40.6K | 0.2% | 74 |
|
2013
Q2 | $372K | Buy |
+12,810
| New | +$372K | 0.19% | 73 |
|