SVWAG
Sound View Wealth Advisors Group’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.2M | Buy |
58,792
+127
| +0.2% | +$13.4K | 0.46% | 54 |
|
|
2025
Q1 | $6.52M | Buy |
58,665
+7,953
| +16% | +$884K | 0.54% | 51 |
|
|
2024
Q4 | $5.25M | Buy |
50,712
+14,641
| +41% | +$1.51M | 0.42% | 56 |
|
|
2024
Q3 | $4.03M | Buy |
36,071
+321
| +0.9% | +$35.9K | 0.33% | 68 |
|
|
2024
Q2 | $3.19M | Buy |
35,750
+90
| +0.3% | +$8.04K | 0.33% | 68 |
|
|
2024
Q1 | $3.06M | Sell |
35,660
-2,480
| -7% | -$213K | 0.33% | 68 |
|
|
2023
Q4 | $3.15M | Buy |
38,140
+223
| +0.6% | +$18.4K | 0.35% | 70 |
|
|
2023
Q3 | $2.91M | Buy |
37,917
+464
| +1% | +$35.6K | 0.36% | 64 |
|
|
2023
Q2 | $2.61M | Buy |
37,453
+141
| +0.4% | +$9.84K | 0.34% | 69 |
|
|
2023
Q1 | $2.41M | Sell |
37,312
-828
| -2% | -$53.4K | 0.33% | 75 |
|
|
2022
Q4 | $3.15M | Buy |
38,140
+583
| +2% | +$48.1K | 0.35% | 70 |
|
|
2022
Q3 | $2.11M | Buy |
37,557
+405
| +1% | +$22.8K | 0.47% | 57 |
|
|
2022
Q2 | $2.06M | Sell |
37,152
-199
| -0.5% | -$11K | 0.43% | 64 |
|
|
2022
Q1 | $2.41M | Sell |
37,351
-9
| -0% | -$580 | 0.46% | 57 |
|
|
2021
Q4 | $2.18M | Sell |
37,360
-2,155
| -5% | -$126K | 0.41% | 61 |
|
|
2021
Q3 | $2.06M | Hold |
39,515
| – | – | 0.43% | 56 |
|
|
2021
Q2 | $2.12M | Hold |
39,515
| – | – | 0.45% | 59 |
|
|
2021
Q1 | $2.02M | Sell |
39,515
-400
| -1% | -$20.5K | 0.47% | 59 |
|
|
2020
Q4 | $1.78M | Sell |
39,915
-1,226
| -3% | -$54.5K | 0.43% | 60 |
|
|
2020
Q3 | $1.5M | Sell |
41,141
-97
| -0.2% | -$3.53K | 0.39% | 71 |
|
|
2020
Q2 | $1.49M | Buy |
41,238
+3,080
| +8% | +$111K | 0.42% | 68 |
|
|
2020
Q1 | $1.31M | Sell |
38,158
-2,475
| -6% | -$84.8K | 0.45% | 68 |
|
|
2019
Q4 | $2.15M | Sell |
40,633
-775
| -2% | -$41K | 0.61% | 54 |
|
|
2019
Q3 | $2.17M | Sell |
41,408
-17
| -0% | -$889 | 0.65% | 46 |
|
|
2019
Q2 | $2.27M | Buy |
+41,425
| New | +$2.27M | 0.67% | 47 |
|