AE 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 | $31.4M | Buy |
298,133
+13,114
| +5% | +$1.38M | 0.23% | 104 |
|
|
2025
Q1 | $31.7M | Buy |
285,019
+3,011
| +1% | +$335K | 0.27% | 91 |
|
|
2024
Q4 | $29.2M | Buy |
282,008
+12,869
| +5% | +$1.33M | 0.25% | 95 |
|
|
2024
Q3 | $30.1M | Buy |
269,139
+36,166
| +16% | +$4.04M | 0.27% | 93 |
|
|
2024
Q2 | $20.8M | Buy |
232,973
+21,141
| +10% | +$1.89M | 0.21% | 116 |
|
|
2024
Q1 | $18.2M | Buy |
211,832
+18,222
| +9% | +$1.56M | 0.21% | 133 |
|
|
2023
Q4 | $16.5M | Buy |
193,610
+40,359
| +26% | +$3.44M | 0.08% | 276 |
|
|
2023
Q3 | $11.8M | Buy |
153,251
+4,795
| +3% | +$368K | 0.07% | 340 |
|
|
2023
Q2 | $10.4M | Buy |
148,456
+107,469
| +262% | +$7.5M | 0.06% | 359 |
|
|
2023
Q1 | $2.64M | Buy |
40,987
+5,541
| +16% | +$358K | 0.02% | 696 |
|
|
2022
Q4 | $2.55M | Buy |
35,446
+2,430
| +7% | +$175K | 0.02% | 661 |
|
|
2022
Q3 | $1.86M | Buy |
33,016
+17,976
| +120% | +$1.01M | 0.01% | 722 |
|
|
2022
Q2 | $832K | Sell |
15,040
-1,986
| -12% | -$110K | 0.01% | 953 |
|
|
2022
Q1 | $1.1M | Buy |
17,026
+845
| +5% | +$54.4K | 0.01% | 886 |
|
|
2021
Q4 | $945K | Buy |
16,181
+262
| +2% | +$15.3K | 0.01% | 943 |
|
|
2021
Q3 | $830K | Sell |
15,919
-39,987
| -72% | -$2.08M | 0.01% | 928 |
|
|
2021
Q2 | $3M | Buy |
55,906
+43,184
| +339% | +$2.32M | 0.03% | 508 |
|
|
2021
Q1 | $651K | Buy |
12,722
+1,313
| +12% | +$67.2K | 0.01% | 911 |
|
|
2020
Q4 | $507K | Sell |
11,409
-19,463
| -63% | -$865K | 0.01% | 952 |
|
|
2020
Q3 | $1.12M | Sell |
30,872
-151
| -0.5% | -$5.49K | 0.02% | 605 |
|
|
2020
Q2 | $1.12M | Buy |
31,023
+840
| +3% | +$30.3K | 0.02% | 583 |
|
|
2020
Q1 | $1.03M | Sell |
30,183
-615
| -2% | -$21K | 0.02% | 474 |
|
|
2019
Q4 | $1.63M | Buy |
30,798
+19,927
| +183% | +$1.05M | 0.04% | 397 |
|
|
2019
Q3 | $569K | Buy |
10,871
+5,115
| +89% | +$268K | 0.02% | 581 |
|
|
2019
Q2 | $315K | Buy |
5,756
+1,751
| +44% | +$95.8K | 0.01% | 731 |
|
|
2019
Q1 | $200K | Buy |
+4,005
| New | +$200K | 0.01% | 595 |
|