Wealthspire Advisors (Maryland)’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $644K | Buy |
17,710
+842
| +5% | +$30.6K | 0.02% | 231 |
|
|
2020
Q2 | $608K | Buy |
16,868
+42
| +0.2% | +$1.51K | 0.04% | 221 |
|
|
2020
Q1 | $576K | Sell |
16,826
-658
| -4% | -$22.5K | 0.05% | 211 |
|
|
2019
Q4 | $925K | Buy |
17,484
+108
| +0.6% | +$5.71K | 0.06% | 181 |
|
|
2019
Q3 | $909K | Sell |
17,376
-54
| -0.3% | -$2.83K | 0.07% | 159 |
|
|
2019
Q2 | $955K | Buy |
17,430
+10,069
| +137% | +$552K | 0.07% | 144 |
|
|
2019
Q1 | $368K | Buy |
7,361
+20
| +0.3% | +$1K | 0.03% | 310 |
|
|
2018
Q4 | $334K | Buy |
7,341
+521
| +8% | +$23.7K | 0.03% | 297 |
|
|
2018
Q3 | $321K | Sell |
6,820
-238
| -3% | -$11.2K | 0.03% | 341 |
|
|
2018
Q2 | $304K | Buy |
7,058
+328
| +5% | +$14.1K | 0.03% | 361 |
|
|
2018
Q1 | $295K | Buy |
6,730
+388
| +6% | +$17K | 0.03% | 364 |
|
|
2017
Q4 | $278K | Buy |
6,342
+500
| +9% | +$21.9K | 0.03% | 390 |
|
|
2017
Q3 | $238K | Sell |
5,842
-432
| -7% | -$17.6K | 0.03% | 421 |
|
|
2017
Q2 | $244K | Buy |
6,274
+366
| +6% | +$14.2K | 0.03% | 392 |
|
|
2017
Q1 | $214K | Buy |
5,908
+220
| +4% | +$7.97K | 0.03% | 368 |
|
|
2016
Q4 | $198K | Buy |
5,688
+34
| +0.6% | +$1.18K | 0.03% | 370 |
|
|
2016
Q3 | $203K | Buy |
5,654
+2,572
| +83% | +$92.3K | 0.03% | 376 |
|
|
2016
Q2 | $111K | Sell |
3,082
-308
| -9% | -$11.1K | 0.02% | 511 |
|
|
2016
Q1 | $107K | Sell |
3,390
-2
| -0.1% | -$63 | 0.02% | 508 |
|
|
2015
Q4 | $102K | Buy |
+3,392
| New | +$102K | 0.02% | 516 |
|