SAG
SageView Advisory Group’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,058
| Closed | -$213K | – | 599 |
|
|
2024
Q4 | $213K | Buy |
2,058
+171
| +9% | +$17.7K | 0.01% | 559 |
|
|
2024
Q3 | $211K | Sell |
1,887
-868
| -32% | -$97K | 0.01% | 487 |
|
|
2024
Q2 | $246K | Buy |
+2,755
| New | +$246K | 0.01% | 490 |
|
|
2024
Q1 | – | Sell |
-2,955
| Closed | -$253K | – | 522 |
|
|
2023
Q4 | $253K | Buy |
+2,955
| New | +$253K | 0.01% | 560 |
|