Sound Financial Strategies Group’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Buy |
7,290
+157
| +2% | +$16.6K | 0.65% | 47 |
|
|
2025
Q1 | $793K | Sell |
7,133
-1,143
| -14% | -$127K | 0.71% | 31 |
|
|
2024
Q4 | $856K | Sell |
8,276
-117
| -1% | -$12.1K | 0.71% | 34 |
|
|
2024
Q3 | $938K | Sell |
8,393
-45
| -0.5% | -$5.03K | 0.75% | 12 |
|
|
2024
Q2 | $754K | Buy |
8,438
+1,063
| +14% | +$94.9K | 0.65% | 24 |
|
|
2024
Q1 | $633K | Sell |
7,375
-34
| -0.5% | -$2.92K | 0.53% | 34 |
|
|
2023
Q4 | $611K | Sell |
7,409
-5,710
| -44% | -$471K | 0.52% | 33 |
|
|
2023
Q3 | $1.01M | Sell |
13,119
-1,078
| -8% | -$82.7K | 0.83% | 12 |
|
|
2023
Q2 | $991K | Sell |
14,197
-1,624
| -10% | -$113K | 0.72% | 29 |
|
|
2023
Q1 | $1.02M | Sell |
15,821
-257
| -2% | -$16.6K | 0.68% | 34 |
|
|
2022
Q4 | $1.16M | Buy |
+16,078
| New | +$1.16M | 0.84% | 12 |
|
|
2022
Q2 | – | Sell |
-27,408
| Closed | -$1.77M | – | 46 |
|
|
2022
Q1 | $1.77M | Buy |
+27,408
| New | +$1.77M | 0.97% | 7 |
|
|
2020
Q4 | – | Sell |
-21,127
| Closed | -$768K | – | 82 |
|
|
2020
Q3 | $768K | Sell |
21,127
-342
| -2% | -$12.4K | 0.49% | 21 |
|
|
2020
Q2 | $774K | Sell |
21,469
-88
| -0.4% | -$3.17K | 0.5% | 23 |
|
|
2020
Q1 | $738K | Sell |
21,557
-19,507
| -48% | -$668K | 0.5% | 24 |
|
|
2019
Q4 | $2.17M | Buy |
+41,064
| New | +$2.17M | 1.38% | 17 |
|