WI
WBI Investments’s Aflac AFL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-27,484
| Closed | -$3.06M | – | 272 |
|
2025
Q1 | $3.06M | Buy |
+27,484
| New | +$3.06M | 0.8% | 25 |
|
2024
Q4 | – | Sell |
-15,450
| Closed | -$1.73M | – | 203 |
|
2024
Q3 | $1.73M | Buy |
15,450
+11,625
| +304% | +$1.3M | 0.41% | 68 |
|
2024
Q2 | $342K | Buy |
+3,825
| New | +$342K | 0.08% | 139 |
|
2023
Q4 | – | Sell |
-22,392
| Closed | -$1.72M | – | 194 |
|
2023
Q3 | $1.72M | Buy |
+22,392
| New | +$1.72M | 0.35% | 82 |
|
2023
Q1 | – | Sell |
-11,909
| Closed | -$857K | – | 180 |
|
2022
Q4 | $857K | Buy |
+11,909
| New | +$857K | 0.18% | 111 |
|
2022
Q1 | – | Sell |
-46,713
| Closed | -$2.59M | – | 181 |
|
2021
Q4 | $2.59M | Buy |
+46,713
| New | +$2.59M | 0.42% | 66 |
|
2018
Q4 | – | Sell |
-36,080
| Closed | -$1.7M | – | 90 |
|
2018
Q3 | $1.7M | Sell |
36,080
-17,445
| -33% | -$821K | 0.09% | 158 |
|
2018
Q2 | $2.3M | Buy |
+53,525
| New | +$2.3M | 0.12% | 113 |
|
2017
Q4 | – | Sell |
-211,056
| Closed | -$17.2M | – | 278 |
|
2017
Q3 | $17.2M | Sell |
211,056
-47,008
| -18% | -$3.83M | 0.76% | 34 |
|
2017
Q2 | $20M | Sell |
258,064
-107,568
| -29% | -$8.36M | 0.87% | 27 |
|
2017
Q1 | $26.5M | Sell |
365,632
-31,517
| -8% | -$2.28M | 1.17% | 21 |
|
2016
Q4 | $27.6M | Buy |
+397,149
| New | +$27.6M | 1.19% | 20 |
|
2015
Q2 | – | Sell |
-175,037
| Closed | -$11.2M | – | 218 |
|
2015
Q1 | $11.2M | Sell |
175,037
-36,936
| -17% | -$2.36M | 0.27% | 77 |
|
2014
Q4 | $12.9M | Buy |
+211,973
| New | +$12.9M | 0.35% | 61 |
|