WOSD
WFA of San Diego’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Buy |
+1,500
| New | +$158K | 0.12% | 105 |
|
|
2024
Q3 | $168K | Hold |
1,500
| – | – | 0.14% | 96 |
|
|
2024
Q2 | $134K | Buy |
+1,500
| New | +$134K | 0.12% | 103 |
|
|
2023
Q3 | $115K | Hold |
1,500
| – | – | 0.12% | 103 |
|
|
2023
Q2 | $105K | Buy |
+1,500
| New | +$105K | 0.1% | 113 |
|
|
2023
Q1 | – | Sell |
-2,100
| Closed | -$151K | – | 83 |
|
|
2022
Q4 | $151K | Buy |
+2,100
| New | +$151K | 0.12% | 105 |
|
|
2022
Q3 | – | Sell |
-1,588
| Closed | -$88K | – | 98 |
|
|
2022
Q2 | $88K | Buy |
+1,588
| New | +$88K | 0.08% | 128 |
|
|
2022
Q1 | – | Sell |
-3,083
| Closed | -$180K | – | 93 |
|
|
2021
Q4 | $180K | Buy |
3,083
+566
| +22% | +$33K | 0.1% | 121 |
|
|
2021
Q3 | $131K | Buy |
+2,517
| New | +$131K | 0.09% | 123 |
|