SWM
Seed Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
3,185
| – | – | 0.25% | 95 |
|
|
2025
Q1 | $354K | Hold |
3,185
| – | – | 0.29% | 89 |
|
|
2024
Q4 | $329K | Hold |
3,185
| – | – | 0.27% | 95 |
|
|
2024
Q3 | $356K | Hold |
3,185
| – | – | 0.28% | 91 |
|
|
2024
Q2 | $284K | Buy |
3,185
+345
| +12% | +$30.8K | 0.25% | 106 |
|
|
2024
Q1 | $242K | Hold |
2,840
| – | – | 0.23% | 118 |
|
|
2023
Q4 | $237K | Hold |
2,840
| – | – | 0.24% | 117 |
|
|
2023
Q3 | $218K | Buy |
+2,840
| New | +$218K | 0.25% | 119 |
|
|
2023
Q1 | – | Sell |
-2,840
| Closed | -$204K | – | 132 |
|
|
2022
Q4 | $204K | Buy |
+2,840
| New | +$204K | 0.23% | 126 |
|