Rockbridge Investment Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$222K | 0.03% | 118 |
|
|
2024
Q1 | – | Sell |
-650
| Closed | -$53.6K | – | 137 |
|
|
2023
Q4 | $53.6K | Buy |
+650
| New | +$53.6K | 0.01% | 235 |
|
|
2022
Q3 | – | Sell |
-650
| Closed | -$36K | – | 114 |
|
|
2022
Q2 | $36K | Hold |
650
| – | – | 0.01% | 243 |
|
|
2022
Q1 | $42.1K | Sell |
650
-250
| -28% | -$16.2K | 0.01% | 319 |
|
|
2021
Q4 | $53K | Buy |
900
+250
| +38% | +$14.7K | 0.01% | 333 |
|
|
2021
Q3 | $34K | Hold |
650
| – | – | 0.01% | 371 |
|
|
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 | +$23K | 0.01% | 323 |
|