Sugarloaf Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $183K | Hold |
1,765
| – | – | 0.03% | 177 |
|
|
2024
Q3 | $197K | Buy |
1,765
+1
| +0.1% | +$112 | 0.04% | 169 |
|
|
2024
Q2 | $158K | Hold |
1,764
| – | – | 0.03% | 185 |
|
|
2024
Q1 | $151K | Buy |
1,764
+1
| +0.1% | +$86 | 0.03% | 189 |
|
|
2023
Q4 | $145K | Buy |
1,763
+1
| +0.1% | +$83 | 0.04% | 184 |
|
|
2023
Q3 | $135K | Sell |
1,762
-70
| -4% | -$5.37K | 0.03% | 183 |
|
|
2023
Q2 | $128K | Buy |
1,832
+1
| +0.1% | +$70 | 0.03% | 185 |
|
|
2023
Q1 | $118K | Buy |
1,831
+1
| +0.1% | +$65 | 0.03% | 185 |
|
|
2022
Q4 | $132K | Hold |
1,830
| – | – | 0.03% | 170 |
|
|
2022
Q3 | $103K | Buy |
1,830
+1
| +0.1% | +$56 | 0.03% | 190 |
|
|
2022
Q2 | $101K | Buy |
1,829
+1
| +0.1% | +$55 | 0.03% | 182 |
|
|
2022
Q1 | $118K | Buy |
1,828
+264
| +17% | +$17K | 0.03% | 172 |
|
|
2021
Q4 | $91K | Sell |
1,564
-10
| -0.6% | -$582 | 0.02% | 210 |
|
|
2021
Q3 | $82K | Hold |
1,574
| – | – | 0.02% | 212 |
|
|
2021
Q2 | $84K | Buy |
1,574
+2
| +0.1% | +$107 | 0.02% | 206 |
|
|
2021
Q1 | $80 | Hold |
1,572
| – | – | 0.02% | 214 |
|
|
2020
Q4 | $700K | Buy |
1,572
+1
| +0.1% | +$445 | 0.23% | 54 |
|
|
2020
Q3 | $57K | Buy |
1,571
+1
| +0.1% | +$36 | 0.02% | 220 |
|
|
2020
Q2 | $57K | Buy |
1,570
+1
| +0.1% | +$36 | 0.02% | 220 |
|
|
2020
Q1 | $54K | Buy |
1,569
+1
| +0.1% | +$34 | 0.02% | 212 |
|
|
2019
Q4 | $83K | Buy |
+1,568
| New | +$83K | 0.04% | 198 |
|