Lee Financial’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-669
| Closed | -$55.2K | – | 164 |
|
2023
Q4 | $55.2K | Hold |
669
| – | – | 0.01% | 225 |
|
2023
Q3 | $51.3K | Hold |
669
| – | – | 0.01% | 213 |
|
2023
Q2 | $46.7K | Hold |
669
| – | – | 0.01% | 229 |
|
2023
Q1 | $43.2K | Sell |
669
-151
| -18% | -$9.74K | 0.01% | 241 |
|
2022
Q4 | $59K | Hold |
820
| – | – | 0.01% | 241 |
|
2022
Q3 | $46K | Buy |
820
+22
| +3% | +$1.23K | 0.01% | 253 |
|
2022
Q2 | $44K | Buy |
798
+129
| +19% | +$7.11K | 0.01% | 257 |
|
2022
Q1 | $43K | Hold |
669
| – | – | 0.01% | 253 |
|
2021
Q4 | $39K | Hold |
669
| – | – | 0.01% | 283 |
|
2021
Q3 | $35K | Buy |
669
+69
| +12% | +$3.61K | 0.01% | 261 |
|
2021
Q2 | $32K | Hold |
600
| – | – | 0.01% | 266 |
|
2021
Q1 | $31K | Hold |
600
| – | – | 0.01% | 262 |
|
2020
Q4 | $27K | Hold |
600
| – | – | 0.01% | 255 |
|
2020
Q3 | $22K | Hold |
600
| – | – | 0.01% | 295 |
|
2020
Q2 | $22K | Buy |
+600
| New | +$22K | 0.01% | 264 |
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$36K | – | 498 |
|
2017
Q1 | $36K | Hold |
1,000
| – | – | 0.01% | 186 |
|
2016
Q4 | $32K | Buy |
+1,000
| New | +$32K | 0.02% | 195 |
|