Strategic Wealth Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87K | Buy |
+825
| New | +$87K | 0.01% | 411 |
|
|
2019
Q4 | – | Sell |
-2,748
| Closed | -$36.5K | – | 142 |
|
|
2019
Q3 | $36.5K | Buy |
2,748
+1
| +0% | +$13 | 0.19% | 96 |
|
|
2019
Q2 | $150K | Sell |
2,747
-1,479
| -35% | -$80.8K | 0.07% | 147 |
|
|
2019
Q1 | $211K | Buy |
4,226
+427
| +11% | +$21.3K | 0.1% | 135 |
|
|
2018
Q4 | $181K | Sell |
3,799
-316
| -8% | -$15.1K | 0.09% | 141 |
|
|
2018
Q3 | $194K | Buy |
4,115
+2
| +0% | +$94 | 0.1% | 131 |
|
|
2018
Q2 | $177K | Sell |
4,113
-20,511
| -83% | -$883K | 0.1% | 151 |
|
|
2018
Q1 | $1.08M | Buy |
24,624
+3,202
| +15% | +$140K | 0.56% | 57 |
|
|
2017
Q4 | $901K | Buy |
+21,422
| New | +$901K | 0.5% | 70 |
|