Simplicity Solutions’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $928K | Buy |
11,244
+764
| +7% | +$63K | 0.03% | 459 |
|
|
2023
Q3 | $804K | Sell |
10,480
-1,539
| -13% | -$118K | 0.03% | 466 |
|
|
2023
Q2 | $839K | Buy |
12,019
+727
| +6% | +$50.7K | 0.02% | 510 |
|
|
2023
Q1 | $729K | Buy |
11,292
+6,792
| +151% | +$438K | 0.02% | 578 |
|
|
2022
Q4 | $324K | Buy |
4,500
+268
| +6% | +$19.3K | 0.04% | 457 |
|
|
2022
Q3 | $238K | Buy |
+4,232
| New | +$238K | 0.03% | 536 |
|
|
2022
Q2 | – | Sell |
-3,109
| Closed | -$200K | – | 636 |
|
|
2022
Q1 | $200K | Buy |
+3,109
| New | +$200K | 0.02% | 600 |
|
|
2019
Q3 | – | Sell |
-4,384
| Closed | -$240K | – | 714 |
|
|
2019
Q2 | $240K | Buy |
4,384
+321
| +8% | +$17.6K | 0.01% | 576 |
|
|
2019
Q1 | $203K | Sell |
4,063
-3,502
| -46% | -$175K | 0.01% | 688 |
|
|
2018
Q4 | $345K | Sell |
7,565
-2,054
| -21% | -$93.7K | 0.04% | 405 |
|
|
2018
Q3 | $453K | Buy |
9,619
+1,214
| +14% | +$57.2K | 0.03% | 283 |
|
|
2018
Q2 | $361K | Buy |
8,405
+169
| +2% | +$7.26K | 0.03% | 307 |
|
|
2018
Q1 | $360K | Sell |
8,236
-960
| -10% | -$42K | 0.03% | 253 |
|
|
2017
Q4 | $404K | Buy |
9,196
+760
| +9% | +$33.4K | 0.04% | 249 |
|
|
2017
Q3 | $343K | Buy |
8,436
+1,098
| +15% | +$44.6K | 0.23% | 129 |
|
|
2017
Q2 | $285K | Buy |
+7,338
| New | +$285K | 0.03% | 328 |
|
|
2016
Q4 | – | Sell |
-7,330
| Closed | -$263K | – | 340 |
|
|
2016
Q3 | $263K | Buy |
7,330
+112
| +2% | +$4.02K | 0.13% | 202 |
|
|
2016
Q2 | $260K | Buy |
+7,218
| New | +$260K | 0.14% | 189 |
|
|
2016
Q1 | – | Sell |
-84,788
| Closed | -$2.54M | – | 207 |
|
|
2015
Q4 | $2.54M | Buy |
+84,788
| New | +$2.54M | 0.3% | 86 |
|