Reilly Financial Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 863 |
|
2021
Q3 | $3K | Hold |
61
| – | – | ﹤0.01% | 797 |
|
2021
Q2 | $3K | Hold |
61
| – | – | ﹤0.01% | 844 |
|
2021
Q1 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 844 |
|
2020
Q1 | – | Sell |
-242
| Closed | -$13K | – | 875 |
|
2019
Q4 | $13K | Hold |
242
| – | – | ﹤0.01% | 580 |
|
2019
Q3 | $13K | Hold |
242
| – | – | ﹤0.01% | 584 |
|
2019
Q2 | $13K | Hold |
242
| – | – | ﹤0.01% | 612 |
|
2019
Q1 | $12K | Hold |
242
| – | – | ﹤0.01% | 628 |
|
2018
Q4 | $11K | Sell |
242
-100
| -29% | -$4.55K | ﹤0.01% | 618 |
|
2018
Q3 | $16K | Hold |
342
| – | – | ﹤0.01% | 599 |
|
2018
Q2 | $15K | Hold |
342
| – | – | ﹤0.01% | 573 |
|
2018
Q1 | $15K | Buy |
342
+242
| +242% | +$10.6K | ﹤0.01% | 559 |
|
2017
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 797 |
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 786 |
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 795 |
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 769 |
|
2016
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 724 |
|
2016
Q2 | – | Sell |
-216
| Closed | -$7K | – | 795 |
|
2016
Q1 | $7K | Buy |
+216
| New | +$7K | ﹤0.01% | 630 |
|
2015
Q4 | – | Sell |
-300
| Closed | -$9K | – | 919 |
|
2015
Q3 | $9K | Sell |
300
-754
| -72% | -$22.6K | ﹤0.01% | 805 |
|
2015
Q2 | $33K | Sell |
1,054
-5,442
| -84% | -$170K | 0.01% | 531 |
|
2015
Q1 | $208K | Sell |
6,496
-16,858
| -72% | -$540K | 0.04% | 171 |
|
2014
Q4 | $713K | Sell |
23,354
-261,194
| -92% | -$7.97M | 0.17% | 60 |
|
2014
Q3 | $8.29M | Buy |
284,548
+11,508
| +4% | +$335K | 2% | 24 |
|
2014
Q2 | $8.55M | Buy |
273,040
+16,028
| +6% | +$502K | 2.03% | 19 |
|
2014
Q1 | $8.1M | Buy |
257,012
+2,314
| +0.9% | +$72.9K | 1.93% | 24 |
|
2013
Q4 | $8.51M | Buy |
254,698
+5,886
| +2% | +$197K | 2.08% | 14 |
|
2013
Q3 | $7.86M | Buy |
248,812
+5,586
| +2% | +$177K | 2.19% | 15 |
|
2013
Q2 | $6.91M | Buy |
+243,226
| New | +$6.91M | 2.04% | 21 |
|