1858 Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
2,471
| – | – | 0.19% | 95 |
|
|
2025
Q1 | $275K | Buy |
2,471
+327
| +15% | +$36.4K | 0.23% | 84 |
|
|
2024
Q4 | $222K | Hold |
2,144
| – | – | 0.18% | 113 |
|
|
2024
Q3 | $240K | Buy |
+2,144
| New | +$240K | 0.2% | 101 |
|
|
2024
Q2 | – | Sell |
-2,750
| Closed | -$227K | – | 118 |
|
|
2024
Q1 | $227K | Hold |
2,750
| – | – | 0.22% | 105 |
|
|
2023
Q4 | $227K | Buy |
+2,750
| New | +$227K | 0.22% | 105 |
|