Stonebridge Financial Planning Group’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,357
| Closed | -$85K | – | 121 |
|
2021
Q4 | $85K | Hold |
1,357
| – | – | 0.04% | 178 |
|
2021
Q3 | $76K | Hold |
1,357
| – | – | 0.04% | 188 |
|
2021
Q2 | $73K | Sell |
1,357
-400
| -23% | -$21.5K | 0.04% | 182 |
|
2021
Q1 | $92K | Hold |
1,757
| – | – | 0.05% | 168 |
|
2020
Q4 | $78K | Buy |
1,757
+6
| +0.3% | +$266 | 0.05% | 168 |
|
2020
Q3 | $65K | Buy |
1,751
+7
| +0.4% | +$260 | 0.05% | 161 |
|
2020
Q2 | $61K | Buy |
1,744
+7
| +0.4% | +$245 | 0.05% | 160 |
|
2020
Q1 | $66K | Sell |
1,737
-194
| -10% | -$7.37K | 0.07% | 148 |
|
2019
Q4 | $102K | Buy |
+1,931
| New | +$102K | 0.09% | 128 |
|