Mark Sheptoff 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 | $3.16K | Buy |
+30
| New | +$3.16K | ﹤0.01% | 432 |
|
|
2015
Q4 | – | Sell |
-474
| Closed | -$14K | – | 380 |
|
|
2015
Q3 | $14K | Buy |
474
+74
| +19% | +$2.19K | 0.01% | 226 |
|
|
2015
Q2 | $12K | Hold |
400
| – | – | 0.01% | 257 |
|
|
2015
Q1 | $13K | Hold |
400
| – | – | 0.01% | 246 |
|
|
2014
Q4 | $12K | Sell |
400
-3,400
| -89% | -$102K | 0.01% | 253 |
|
|
2014
Q3 | $111K | Sell |
3,800
-1,000
| -21% | -$29.2K | 0.1% | 136 |
|
|
2014
Q2 | $149K | Hold |
4,800
| – | – | 0.13% | 117 |
|
|
2014
Q1 | $151K | Buy |
+4,800
| New | +$151K | 0.13% | 112 |
|