Lakeshore Financial Planning’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
3,611
-187
| -5% | -$19.7K | 0.15% | 44 |
|
|
2025
Q1 | $422K | Sell |
3,798
-6
| -0.2% | -$667 | 0.18% | 39 |
|
|
2024
Q4 | $394K | Buy |
3,804
+3
| +0.1% | +$310 | 0.17% | 40 |
|
|
2024
Q3 | $425K | Buy |
3,801
+1
| +0% | +$112 | 0.19% | 38 |
|
|
2024
Q2 | $339K | Sell |
3,800
-68
| -2% | -$6.07K | 0.17% | 43 |
|
|
2024
Q1 | $332K | Sell |
3,868
-2,498
| -39% | -$215K | 0.17% | 41 |
|
|
2023
Q4 | $525K | Buy |
6,366
+4
| +0.1% | +$330 | 0.29% | 24 |
|
|
2023
Q3 | $488K | Buy |
+6,362
| New | +$488K | 0.28% | 27 |
|