Phillips Wealth Planners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Sell |
6,439
-214
| -3% | -$22.1K | 0.6% | 53 |
|
|
2025
Q1 | $711K | Buy |
6,653
+100
| +2% | +$10.7K | 0.75% | 39 |
|
|
2024
Q4 | $662K | Buy |
6,553
+100
| +2% | +$10.1K | 0.66% | 40 |
|
|
2024
Q3 | $738K | Sell |
6,453
-89
| -1% | -$10.2K | 0.71% | 34 |
|
|
2024
Q2 | $590K | Buy |
6,542
+200
| +3% | +$18K | 0.62% | 45 |
|
|
2024
Q1 | $510K | Sell |
6,342
-29
| -0.5% | -$2.33K | 0.59% | 51 |
|
|
2023
Q4 | $533K | Sell |
6,371
-70
| -1% | -$5.85K | 0.64% | 45 |
|
|
2023
Q3 | $512K | Buy |
6,441
+2
| +0% | +$159 | 0.69% | 45 |
|
|
2023
Q2 | $449K | Buy |
6,439
+4
| +0.1% | +$279 | 0.59% | 60 |
|
|
2023
Q1 | $453K | Buy |
+6,435
| New | +$453K | 0.6% | 53 |
|