Rockbridge Investment Management’s Aflac AFL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,989	Closed	-$221K	–	134
2025 Q1	$221K	Hold	1,989	–	–	0.03%	124
2024 Q4	$206K	Hold	1,989	–	–	0.03%	131
2024 Q3	$222K	Buy	+1,989	New	+$202K	0.03%	118
2024 Q1	–	Sell	-650	Closed	-$53.6K	–	137
2023 Q4	$53.6K	Buy	+650	New	+$52.4K	0.01%	235
2022 Q3	–	Sell	-650	Closed	-$36K	–	114
2022 Q2	$36K	Hold	650	–	–	0.01%	248
2022 Q1	$42.1K	Sell	650 -250	-28%	-$15.7K	0.01%	321
2021 Q4	$53K	Buy	900 +250	+38%	+$14K	0.01%	335
2021 Q3	$34K	Hold	650	–	–	0.01%	373
2021 Q2	$35K	Hold	650	–	–	0.01%	361
2021 Q1	$33K	Hold	650	–	–	0.01%	342
2020 Q4	$29K	Hold	650	–	–	0.01%	354
2020 Q3	$24K	Hold	650	–	–	0.01%	355
2020 Q2	$23K	Buy	+650	New	+$23.5K	0.01%	323