SW
SkyOak Wealth’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Hold |
5,661
| – | – | 0.12% | 111 |
|
|
2025
Q1 | $629K | Hold |
5,661
| – | – | 0.14% | 96 |
|
|
2024
Q4 | $586K | Hold |
5,661
| – | – | 0.13% | 106 |
|
|
2024
Q3 | $633K | Sell |
5,661
-257
| -4% | -$28.7K | 0.14% | 101 |
|
|
2024
Q2 | $529K | Hold |
5,918
| – | – | 0.12% | 114 |
|
|
2024
Q1 | $508K | Hold |
5,918
| – | – | 0.12% | 121 |
|
|
2023
Q4 | $488K | Sell |
5,918
-1,000
| -14% | -$82.5K | 0.13% | 124 |
|
|
2023
Q3 | $531K | Sell |
6,918
-630
| -8% | -$48.4K | 0.16% | 104 |
|
|
2023
Q2 | $527K | Hold |
7,548
| – | – | 0.15% | 115 |
|
|
2023
Q1 | $487K | Buy |
7,548
+56
| +0.7% | +$3.61K | 0.15% | 118 |
|
|
2022
Q4 | $539K | Hold |
7,492
| – | – | 0.18% | 111 |
|
|
2022
Q3 | $421K | Hold |
7,492
| – | – | 0.15% | 118 |
|
|
2022
Q2 | $415K | Sell |
7,492
-135
| -2% | -$7.48K | 0.14% | 129 |
|
|
2022
Q1 | $491K | Sell |
7,627
-999
| -12% | -$64.3K | 0.14% | 132 |
|
|
2021
Q4 | $504K | Buy |
8,626
+1
| +0% | +$58 | 0.13% | 134 |
|
|
2021
Q3 | $450K | Buy |
8,625
+1
| +0% | +$52 | 0.12% | 139 |
|
|
2021
Q2 | $463K | Hold |
8,624
| – | – | 0.12% | 136 |
|
|
2021
Q1 | $462K | Buy |
8,624
+1
| +0% | +$54 | 0.13% | 135 |
|
|
2020
Q4 | $383K | Buy |
8,623
+1
| +0% | +$44 | 0.12% | 144 |
|
|
2020
Q3 | $313K | Hold |
8,622
| – | – | 0.11% | 150 |
|
|
2020
Q2 | $311K | Hold |
8,622
| – | – | 0.11% | 174 |
|
|
2020
Q1 | $295K | Hold |
8,622
| – | – | 0.15% | 159 |
|
|
2019
Q4 | $456K | Buy |
+8,622
| New | +$456K | 0.14% | 175 |
|