Optimum Investment Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Hold |
3,400
| – | – | 0.16% | 123 |
|
|
2025
Q1 | $378K | Hold |
3,400
| – | – | 0.18% | 116 |
|
|
2024
Q4 | $352K | Hold |
3,400
| – | – | 0.16% | 124 |
|
|
2024
Q3 | $380K | Hold |
3,400
| – | – | 0.16% | 125 |
|
|
2024
Q2 | $304K | Hold |
3,400
| – | – | 0.14% | 147 |
|
|
2024
Q1 | $292K | Sell |
3,400
-3,200
| -48% | -$275K | 0.13% | 153 |
|
|
2023
Q4 | $545K | Sell |
6,600
-2,450
| -27% | -$202K | 0.27% | 83 |
|
|
2023
Q3 | $695K | Hold |
9,050
| – | – | 0.36% | 67 |
|
|
2023
Q2 | $632K | Hold |
9,050
| – | – | 0.31% | 78 |
|
|
2023
Q1 | $584K | Hold |
9,050
| – | – | 0.31% | 81 |
|
|
2022
Q4 | $651K | Hold |
9,050
| – | – | 0.35% | 66 |
|
|
2022
Q3 | $509K | Hold |
9,050
| – | – | 0.27% | 86 |
|
|
2022
Q2 | $501K | Hold |
9,050
| – | – | 0.25% | 91 |
|
|
2022
Q1 | $583K | Hold |
9,050
| – | – | 0.25% | 93 |
|
|
2021
Q4 | $528K | Hold |
9,050
| – | – | 0.21% | 111 |
|
|
2021
Q3 | $472K | Hold |
9,050
| – | – | 0.2% | 114 |
|
|
2021
Q2 | $486K | Sell |
9,050
-850
| -9% | -$45.6K | 0.15% | 153 |
|
|
2021
Q1 | $507K | Buy |
9,900
+2,200
| +29% | +$113K | 0.15% | 144 |
|
|
2020
Q4 | $342K | Sell |
7,700
-200
| -3% | -$8.88K | 0.1% | 177 |
|
|
2020
Q3 | $287K | Hold |
7,900
| – | – | 0.1% | 187 |
|
|
2020
Q2 | $285K | Sell |
7,900
-300
| -4% | -$10.8K | 0.1% | 189 |
|
|
2020
Q1 | $281K | Hold |
8,200
| – | – | 0.12% | 176 |
|
|
2019
Q4 | $434K | Buy |
8,200
+3,750
| +84% | +$198K | 0.13% | 177 |
|
|
2019
Q3 | $233K | Sell |
4,450
-200
| -4% | -$10.5K | 0.07% | 243 |
|
|
2019
Q2 | $255K | Sell |
4,650
-30
| -0.6% | -$1.65K | 0.08% | 234 |
|
|
2019
Q1 | $234K | Hold |
4,680
| – | – | 0.08% | 252 |
|
|
2018
Q4 | $213K | Hold |
4,680
| – | – | 0.07% | 243 |
|
|
2018
Q3 | $220K | Hold |
4,680
| – | – | 0.06% | 291 |
|
|
2018
Q2 | $201K | Hold |
4,680
| – | – | 0.06% | 298 |
|
|
2018
Q1 | $205K | Sell |
4,680
-1,800
| -28% | -$78.8K | 0.06% | 282 |
|
|
2017
Q4 | $284K | Sell |
6,480
-360
| -5% | -$15.8K | 0.09% | 246 |
|
|
2017
Q3 | $278K | Sell |
6,840
-220
| -3% | -$8.94K | 0.09% | 241 |
|
|
2017
Q2 | $274K | Hold |
7,060
| – | – | 0.09% | 235 |
|
|
2017
Q1 | $256K | Hold |
7,060
| – | – | 0.09% | 239 |
|
|
2016
Q4 | $246K | Sell |
7,060
-986
| -12% | -$34.4K | 0.09% | 237 |
|
|
2016
Q3 | $289K | Buy |
8,046
+1,200
| +18% | +$43.1K | 0.11% | 221 |
|
|
2016
Q2 | $247K | Sell |
6,846
-200
| -3% | -$7.22K | 0.1% | 231 |
|
|
2016
Q1 | $222K | Buy |
+7,046
| New | +$222K | 0.09% | 238 |
|
|
2015
Q1 | $171K | Buy |
5,350
+1,000
| +23% | +$32K | 0.05% | 310 |
|
|
2014
Q4 | $132K | Hold |
4,350
| – | – | 0.04% | 326 |
|
|
2014
Q3 | $127K | Hold |
4,350
| – | – | 0.04% | 319 |
|
|
2014
Q2 | $136K | Buy |
4,350
+700
| +19% | +$21.9K | 0.04% | 307 |
|
|
2014
Q1 | $115K | Hold |
3,650
| – | – | 0.04% | 284 |
|
|
2013
Q4 | $122K | Sell |
3,650
-800
| -18% | -$26.7K | 0.05% | 274 |
|
|
2013
Q3 | $138K | Buy |
+4,450
| New | +$138K | 0.06% | 247 |
|