SWA
SOA Wealth Advisors’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04K | Hold |
10
| – | – | ﹤0.01% | 753 |
|
|
2025
Q1 | $1.09K | Sell |
10
-50
| -83% | -$5.43K | ﹤0.01% | 737 |
|
|
2024
Q4 | $6.18K | Buy |
60
+50
| +500% | +$5.15K | ﹤0.01% | 598 |
|
|
2024
Q3 | $1.08K | Hold |
10
| – | – | ﹤0.01% | 713 |
|
|
2024
Q2 | $859 | Sell |
10
-19
| -66% | -$1.63K | ﹤0.01% | 734 |
|
|
2024
Q1 | $2.45K | Hold |
29
| – | – | ﹤0.01% | 685 |
|
|
2023
Q4 | $2.35K | Buy |
29
+1
| +4% | +$81 | ﹤0.01% | 685 |
|
|
2023
Q3 | $2.18K | Hold |
28
| – | – | ﹤0.01% | 707 |
|
|
2023
Q2 | $1.98K | Hold |
28
| – | – | ﹤0.01% | 726 |
|
|
2023
Q1 | $1.83K | Hold |
28
| – | – | ﹤0.01% | 739 |
|
|
2022
Q4 | $2.04K | Sell |
28
-14
| -33% | -$1.02K | ﹤0.01% | 736 |
|
|
2022
Q3 | $2K | Sell |
42
-70
| -63% | -$3.33K | ﹤0.01% | 691 |
|
|
2022
Q2 | $6K | Sell |
112
-523
| -82% | -$28K | ﹤0.01% | 556 |
|
|
2022
Q1 | $40K | Hold |
635
| – | – | 0.01% | 335 |
|
|
2021
Q4 | $37K | Hold |
635
| – | – | 0.01% | 338 |
|
|
2021
Q3 | $33K | Buy |
635
+1
| +0.2% | +$52 | 0.01% | 370 |
|
|
2021
Q2 | $34K | Buy |
634
+89
| +16% | +$4.77K | 0.01% | 364 |
|
|
2021
Q1 | $27K | Buy |
545
+109
| +25% | +$5.4K | 0.01% | 346 |
|
|
2020
Q4 | $20K | Buy |
+436
| New | +$20K | 0.01% | 399 |
|