Sterling Investment Advisors (Pennsylvania)’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,500
| Closed | -$83K | – | 152 |
|
2022
Q2 | $83K | Hold |
1,500
| – | – | 0.03% | 192 |
|
2022
Q1 | $97K | Hold |
1,500
| – | – | 0.03% | 196 |
|
2021
Q4 | $88K | Hold |
1,500
| – | – | 0.02% | 205 |
|
2021
Q3 | $78K | Hold |
1,500
| – | – | 0.02% | 215 |
|
2021
Q2 | $80K | Hold |
1,500
| – | – | 0.02% | 217 |
|
2021
Q1 | $77K | Hold |
1,500
| – | – | 0.02% | 207 |
|
2020
Q4 | $67K | Hold |
1,500
| – | – | 0.02% | 206 |
|
2020
Q3 | $55K | Hold |
1,500
| – | – | 0.02% | 210 |
|
2020
Q2 | $54K | Hold |
1,500
| – | – | 0.02% | 206 |
|
2020
Q1 | $51K | Hold |
1,500
| – | – | 0.03% | 187 |
|
2019
Q4 | $79K | Hold |
1,500
| – | – | 0.04% | 171 |
|
2019
Q3 | $78K | Hold |
1,500
| – | – | 0.04% | 169 |
|
2019
Q2 | $82K | Buy |
1,500
+600
| +67% | +$32.8K | 0.04% | 162 |
|
2019
Q1 | $45K | Sell |
900
-400
| -31% | -$20K | 0.02% | 214 |
|
2018
Q4 | $59K | Hold |
1,300
| – | – | 0.03% | 181 |
|
2018
Q3 | $61K | Hold |
1,300
| – | – | 0.03% | 204 |
|
2018
Q2 | $55K | Hold |
1,300
| – | – | 0.03% | 199 |
|
2018
Q1 | $57K | Sell |
1,300
-1,400
| -52% | -$61.4K | 0.04% | 184 |
|
2017
Q4 | $119K | Hold |
2,700
| – | – | 0.07% | 131 |
|
2017
Q3 | $110K | Hold |
2,700
| – | – | 0.07% | 129 |
|
2017
Q2 | $105K | Hold |
2,700
| – | – | 0.07% | 131 |
|
2017
Q1 | $98K | Hold |
2,700
| – | – | 0.07% | 127 |
|
2016
Q4 | $94K | Buy |
+2,700
| New | +$94K | 0.08% | 119 |
|