TWA
TCI Wealth Advisors’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,995
| Closed | -$223K | – | 231 |
|
|
2024
Q3 | $223K | Buy |
+1,995
| New | +$223K | 0.02% | 216 |
|
|
2023
Q2 | – | Sell |
-1,532
| Closed | -$98.8K | – | 247 |
|
|
2023
Q1 | $98.8K | Sell |
1,532
-1
| -0.1% | -$65 | 0.01% | 286 |
|
|
2022
Q4 | $110K | Sell |
1,533
-96
| -6% | -$6.91K | 0.02% | 242 |
|
|
2022
Q3 | $92K | Buy |
1,629
+119
| +8% | +$6.72K | 0.01% | 257 |
|
|
2022
Q2 | $84K | Buy |
1,510
+241
| +19% | +$13.4K | 0.01% | 270 |
|
|
2022
Q1 | $82K | Sell |
1,269
-4
| -0.3% | -$258 | 0.01% | 297 |
|
|
2021
Q4 | $74K | Buy |
1,273
+23
| +2% | +$1.34K | 0.01% | 317 |
|
|
2021
Q3 | $65K | Buy |
1,250
+844
| +208% | +$43.9K | 0.01% | 348 |
|
|
2021
Q2 | $22K | Buy |
406
+126
| +45% | +$6.83K | ﹤0.01% | 563 |
|
|
2021
Q1 | $14K | Buy |
280
+215
| +331% | +$10.8K | 0.01% | 660 |
|
|
2020
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 1028 |
|
|
2020
Q3 | $2K | Sell |
65
-52
| -44% | -$1.6K | ﹤0.01% | 1049 |
|
|
2020
Q2 | $4K | Sell |
117
-246
| -68% | -$8.41K | ﹤0.01% | 763 |
|
|
2020
Q1 | $12K | Sell |
363
-592
| -62% | -$19.6K | 0.01% | 520 |
|
|
2019
Q4 | $51K | Buy |
955
+74
| +8% | +$3.95K | 0.02% | 376 |
|
|
2019
Q3 | $46K | Sell |
881
-181
| -17% | -$9.45K | 0.02% | 342 |
|
|
2019
Q2 | $58K | Sell |
1,062
-26
| -2% | -$1.42K | 0.03% | 279 |
|
|
2019
Q1 | $54K | Sell |
1,088
-93
| -8% | -$4.62K | 0.02% | 314 |
|
|
2018
Q4 | $54K | Sell |
1,181
-2
| -0.2% | -$91 | 0.03% | 295 |
|
|
2018
Q3 | $56K | Buy |
1,183
+5
| +0.4% | +$237 | 0.02% | 310 |
|
|
2018
Q2 | $51K | Buy |
1,178
+22
| +2% | +$952 | 0.02% | 313 |
|
|
2018
Q1 | $51K | Buy |
1,156
+548
| +90% | +$24.2K | 0.02% | 322 |
|
|
2017
Q4 | $53K | Hold |
608
| – | – | 0.02% | 331 |
|
|
2017
Q3 | $49K | Hold |
608
| – | – | 0.02% | 314 |
|
|
2017
Q2 | $47K | Buy |
608
+38
| +7% | +$2.94K | 0.02% | 313 |
|
|
2017
Q1 | $41K | Hold |
570
| – | – | 0.02% | 327 |
|
|
2016
Q4 | $40K | Hold |
570
| – | – | 0.02% | 360 |
|
|
2016
Q3 | $41K | Hold |
570
| – | – | 0.02% | 324 |
|
|
2016
Q2 | $41K | Hold |
570
| – | – | 0.02% | 320 |
|
|
2016
Q1 | $36K | Buy |
570
+440
| +338% | +$27.8K | 0.02% | 345 |
|
|
2015
Q4 | $8K | Sell |
130
-200
| -61% | -$12.3K | ﹤0.01% | 625 |
|
|
2015
Q3 | $19K | Hold |
330
| – | – | 0.01% | 403 |
|
|
2015
Q2 | $21K | Buy |
330
+187
| +131% | +$11.9K | 0.01% | 392 |
|
|
2015
Q1 | $9K | Hold |
143
| – | – | 0.01% | 469 |
|
|
2014
Q4 | $9K | Hold |
143
| – | – | 0.01% | 462 |
|
|
2014
Q3 | $8K | Hold |
143
| – | – | 0.01% | 473 |
|
|
2014
Q2 | $9K | Hold |
143
| – | – | 0.01% | 469 |
|
|
2014
Q1 | $9K | Hold |
143
| – | – | 0.01% | 435 |
|
|
2013
Q4 | $10K | Hold |
143
| – | – | 0.01% | 416 |
|
|
2013
Q3 | $9K | Hold |
143
| – | – | 0.01% | 387 |
|
|
2013
Q2 | $8K | Buy |
+143
| New | +$8K | 0.01% | 391 |
|