Lucia Wealth Services’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $828K | Buy |
22,789
+2,599
| +13% | +$94.4K | 0.19% | 86 |
|
|
2020
Q2 | $727K | Sell |
20,190
-288
| -1% | -$10.4K | 0.19% | 85 |
|
|
2020
Q1 | $701K | Buy |
20,478
+6,637
| +48% | +$227K | 0.23% | 77 |
|
|
2019
Q4 | $732K | Buy |
13,841
+111
| +0.8% | +$5.87K | 0.22% | 75 |
|
|
2019
Q3 | $718K | Sell |
13,730
-407
| -3% | -$21.3K | 0.24% | 72 |
|
|
2019
Q2 | $775K | Sell |
14,137
-3,113
| -18% | -$171K | 0.27% | 64 |
|
|
2019
Q1 | $863K | Buy |
17,250
+6,982
| +68% | +$349K | 0.3% | 71 |
|
|
2018
Q4 | $468K | Sell |
10,268
-8,050
| -44% | -$367K | 0.22% | 78 |
|
|
2018
Q3 | $862K | Sell |
18,318
-206
| -1% | -$9.69K | 0.27% | 82 |
|
|
2018
Q2 | $797K | Buy |
+18,524
| New | +$797K | 0.35% | 67 |
|