Simon Quick Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
4,871
-22
| -0.4% | -$2.32K | 0.02% | 423 |
|
|
2025
Q1 | $544K | Buy |
4,893
+322
| +7% | +$35.8K | 0.03% | 283 |
|
|
2024
Q4 | $473K | Buy |
4,571
+378
| +9% | +$39.1K | 0.03% | 258 |
|
|
2024
Q3 | $469K | Buy |
4,193
+405
| +11% | +$45.3K | 0.03% | 249 |
|
|
2024
Q2 | $338K | Buy |
3,788
+631
| +20% | +$56.4K | 0.02% | 267 |
|
|
2024
Q1 | $271K | Buy |
3,157
+207
| +7% | +$17.8K | 0.02% | 324 |
|
|
2023
Q4 | $243K | Buy |
2,950
+139
| +5% | +$11.5K | 0.02% | 275 |
|
|
2023
Q3 | $216K | Buy |
+2,811
| New | +$216K | 0.02% | 295 |
|
|
2020
Q1 | – | Sell |
-284
| Closed | -$15K | – | 481 |
|
|
2019
Q4 | $15K | Buy |
+284
| New | +$15K | 0.01% | 348 |
|
|
2019
Q3 | – | Sell |
-28
| Closed | -$1.54K | – | 370 |
|
|
2019
Q2 | $1.54K | Buy |
+28
| New | +$1.54K | ﹤0.01% | 385 |
|
|
2017
Q4 | – | Sell |
-966
| Closed | -$39K | – | 442 |
|
|
2017
Q3 | $39K | Hold |
966
| – | – | 0.01% | 299 |
|
|
2017
Q2 | $38K | Hold |
966
| – | – | 0.02% | 137 |
|
|
2017
Q1 | $35K | Buy |
+966
| New | +$35K | 0.02% | 175 |
|