TFO Wealth Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-405
| Closed | -$34.8K | – | 74 |
|
|
2024
Q1 | $34.8K | Sell |
405
-2
| -0.5% | -$172 | 0.01% | 62 |
|
|
2023
Q4 | $33.6K | Hold |
407
| – | – | 0.01% | 66 |
|
|
2023
Q3 | $28.4K | Buy |
407
+2
| +0.5% | +$140 | 0.01% | 120 |
|
|
2023
Q2 | $28.3K | Hold |
405
| – | – | 0.01% | 109 |
|
|
2023
Q1 | $26.1K | Buy |
405
+404
| +40,400% | +$26.1K | 0.01% | 84 |
|
|
2022
Q4 | $44 | Buy |
+1
| New | +$44 | ﹤0.01% | 868 |
|
|
2022
Q3 | – | Sell |
-35
| Closed | -$2K | – | 147 |
|
|
2022
Q2 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 292 |
|