Ropes Wealth Advisors’s Aflac AFL Stock Holding History

Ropes Wealth Advisors’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$414K	Sell	5,390 -116	-2%	-$8.9K	0.08%	176
2023 Q2	$384K	Buy	5,506 +116	+2%	+$8.1K	0.06%	201
2023 Q1	$348K	Sell	5,390 -9	-0.2%	-$581	0.06%	203
2022 Q4	$388K	Buy	5,399 +9	+0.2%	+$648	0.07%	191
2022 Q3	$303K	Hold	5,390	–	–	0.06%	191
2022 Q2	$298K	Hold	5,390	–	–	0.06%	214
2022 Q1	$347K	Buy	5,390 +300	+6%	+$19.3K	0.06%	224
2021 Q4	$297K	Hold	5,090	–	–	0.05%	221
2021 Q3	$265K	Hold	5,090	–	–	0.04%	244
2021 Q2	$273K	Hold	5,090	–	–	0.04%	235
2021 Q1	$281K	Sell	5,090 -37	-0.7%	-$2.04K	0.05%	212
2020 Q4	$228K	Buy	5,127 +37	+0.7%	+$1.65K	0.04%	217
2020 Q3	$185K	Hold	5,090	–	–	0.04%	208
2020 Q2	$183K	Buy	5,090 +1,108	+28%	+$39.8K	0.04%	197
2020 Q1	$136K	Sell	3,982 -1,288	-24%	-$44K	0.03%	202
2019 Q4	$279K	Sell	5,270 -24,900	-83%	-$1.32M	0.06%	181
2019 Q3	$1.58M	Hold	30,170	–	–	0.33%	59
2019 Q2	$1.65M	Hold	30,170	–	–	0.35%	58
2019 Q1	$1.51M	Hold	30,170	–	–	0.4%	58
2018 Q4	$1.38M	Hold	30,170	–	–	0.4%	59
2018 Q3	$1.42M	Buy	30,170 +4,370	+17%	+$206K	0.35%	66
2018 Q2	$1.11M	Sell	25,800 -68	-0.3%	-$2.93K	0.3%	83
2018 Q1	$1.13M	Buy	25,868 +68	+0.3%	+$2.98K	0.31%	75
2017 Q4	$1.13M	Sell	25,800 -332	-1%	-$14.6K	0.3%	81
2017 Q3	$1.06M	Hold	26,132	–	–	0.29%	78
2017 Q2	$1.02M	Buy	26,132 +332	+1%	+$12.9K	0.29%	79
2017 Q1	$934K	Hold	25,800	–	–	0.27%	81
2016 Q4	$898K	Hold	25,800	–	–	0.28%	76
2016 Q3	$927K	Sell	25,800 -84	-0.3%	-$3.02K	0.31%	71
2016 Q2	$934K	Buy	25,884 +24,084	+1,338%	+$869K	0.33%	66
2016 Q1	$57K	Buy	1,800 +1,370	+319%	+$43.4K	0.03%	208
2015 Q4	$13K	Hold	430	–	–	0.01%	328
2015 Q3	$12K	Buy	430 +30	+8%	+$837	0.01%	333
2015 Q2	$12K	Hold	400	–	–	0.01%	244
2015 Q1	$13K	Buy	+400	New	+$13K	0.01%	248