LA
Legacy Advisors’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,625
| Closed | -$292K | – | 31 |
|
|
2025
Q1 | $292K | Buy |
2,625
+159
| +6% | +$17.7K | 0.03% | 332 |
|
|
2024
Q4 | $255K | Sell |
2,466
-1,141
| -32% | -$118K | 0.02% | 337 |
|
|
2024
Q3 | $403K | Sell |
3,607
-39
| -1% | -$4.36K | 0.04% | 262 |
|
|
2024
Q2 | $326K | Buy |
3,646
+500
| +16% | +$44.7K | 0.04% | 240 |
|
|
2024
Q1 | $270K | Sell |
3,146
-678
| -18% | -$58.2K | 0.03% | 260 |
|
|
2023
Q4 | $315K | Sell |
3,824
-1,389
| -27% | -$115K | 0.04% | 236 |
|
|
2023
Q3 | $400K | Buy |
5,213
+144
| +3% | +$11.1K | 0.06% | 203 |
|
|
2023
Q2 | $354K | Sell |
5,069
-638
| -11% | -$44.5K | 0.05% | 202 |
|
|
2023
Q1 | $368K | Sell |
5,707
-42
| -0.7% | -$2.71K | 0.07% | 179 |
|
|
2022
Q4 | $414K | Buy |
+5,749
| New | +$414K | 0.08% | 158 |
|
|
2019
Q3 | – | Sell |
-288
| Closed | -$16K | – | 119 |
|
|
2019
Q2 | $16K | Sell |
288
-1,230
| -81% | -$68.3K | 0.01% | 270 |
|
|
2019
Q1 | $76K | Buy |
+1,518
| New | +$76K | 0.02% | 180 |
|
|
2018
Q4 | – | Sell |
-35,708
| Closed | -$1.68M | – | 120 |
|
|
2018
Q3 | $1.68M | Buy |
35,708
+35,420
| +12,299% | +$1.67M | 0.83% | 33 |
|
|
2018
Q2 | $12K | Hold |
288
| – | – | 0.01% | 291 |
|
|
2018
Q1 | $13K | Sell |
288
-1,183
| -80% | -$53.4K | 0.01% | 241 |
|
|
2017
Q4 | $129K | Buy |
1,471
+1,327
| +922% | +$116K | 0.13% | 75 |
|
|
2017
Q3 | $11K | Hold |
144
| – | – | 0.01% | 203 |
|
|
2017
Q2 | $11K | Hold |
144
| – | – | 0.01% | 161 |
|
|
2017
Q1 | $10K | Sell |
144
-364
| -72% | -$25.3K | 0.01% | 155 |
|
|
2016
Q4 | $35K | Buy |
+508
| New | +$35K | 0.05% | 118 |
|