SFWA
Summit Financial Wealth Advisors’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $292K | Hold |
2,627
| – | – | 0.06% | 116 |
|
|
2024
Q4 | $280K | Sell |
2,627
-336
| -11% | -$35.9K | 0.05% | 122 |
|
|
2024
Q3 | $331K | Hold |
2,963
| – | – | 0.06% | 110 |
|
|
2024
Q2 | $265K | Sell |
2,963
-427
| -13% | -$38.1K | 0.05% | 117 |
|
|
2024
Q1 | $291K | Hold |
3,390
| – | – | 0.06% | 105 |
|
|
2023
Q4 | $280K | Hold |
3,390
| – | – | 0.06% | 103 |
|
|
2023
Q3 | $275K | Sell |
3,390
-1,110
| -25% | -$89.9K | 0.07% | 103 |
|
|
2023
Q2 | $314K | Sell |
4,500
-305
| -6% | -$21.3K | 0.07% | 99 |
|
|
2023
Q1 | $310K | Hold |
4,805
| – | – | 0.07% | 107 |
|
|
2022
Q4 | $346K | Hold |
4,805
| – | – | 0.08% | 99 |
|
|
2022
Q3 | $301K | Hold |
4,805
| – | – | 0.09% | 99 |
|
|
2022
Q2 | $269K | Buy |
+4,805
| New | +$269K | 0.06% | 110 |
|
|
2022
Q1 | – | Sell |
-4,788
| Closed | -$288K | – | 131 |
|
|
2021
Q4 | $288K | Hold |
4,788
| – | – | 0.06% | 112 |
|
|
2021
Q3 | $250K | Hold |
4,788
| – | – | 0.06% | 110 |
|
|
2021
Q2 | $257K | Hold |
4,788
| – | – | 0.06% | 105 |
|
|
2021
Q1 | $213K | Buy |
+4,788
| New | +$213K | 0.05% | 107 |
|
|
2020
Q1 | – | Sell |
-4,555
| Closed | -$236K | – | 121 |
|
|
2019
Q4 | $236K | Hold |
4,555
| – | – | 0.06% | 122 |
|
|
2019
Q3 | $239K | Sell |
4,555
-223
| -5% | -$11.7K | 0.06% | 129 |
|
|
2019
Q2 | $262K | Hold |
4,778
| – | – | 0.06% | 131 |
|
|
2019
Q1 | $233K | Hold |
4,778
| – | – | 0.06% | 122 |
|
|
2018
Q4 | $218K | Sell |
4,778
-258
| -5% | -$11.8K | 0.07% | 118 |
|
|
2018
Q3 | $220K | Buy |
+5,036
| New | +$220K | 0.07% | 131 |
|
|
2018
Q2 | – | Sell |
-5,086
| Closed | -$223K | – | 139 |
|
|
2018
Q1 | $223K | Buy |
5,086
+2,543
| +100% | +$112K | 0.07% | 126 |
|
|
2017
Q4 | $223K | Buy |
+2,543
| New | +$223K | 0.08% | 130 |
|
|
2017
Q1 | – | Sell |
-12,565
| Closed | -$875K | – | 140 |
|
|
2016
Q4 | $875K | Sell |
12,565
-85
| -0.7% | -$5.92K | 0.38% | 65 |
|
|
2016
Q3 | $909K | Sell |
12,650
-2,871
| -18% | -$206K | 0.39% | 62 |
|
|
2016
Q2 | $1.12M | Buy |
15,521
+12,085
| +352% | +$872K | 0.47% | 53 |
|
|
2016
Q1 | $217K | Buy |
+3,436
| New | +$217K | 0.09% | 123 |
|
|
2015
Q4 | – | Sell |
-2,070
| Closed | -$120K | – | 124 |
|
|
2015
Q3 | $120K | Hold |
2,070
| – | – | 0.08% | 94 |
|
|
2015
Q2 | $128K | Hold |
2,070
| – | – | 0.08% | 97 |
|
|
2015
Q1 | $132K | Hold |
2,070
| – | – | 0.09% | 81 |
|
|
2014
Q4 | $126K | Buy |
+2,070
| New | +$126K | 0.09% | 83 |
|