Alpha Omega Wealth Management’s Aflac AFL Stock Holding History

Alpha Omega Wealth Management’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,952	Closed	-$202K	–	203
2024 Q4	$202K	Sell	1,952 -25	-1%	-$2.73K	0.04%	200
2024 Q3	$221K	Buy	+1,977	New	+$201K	0.04%	194
2019 Q3	–	Sell	-1,642	Closed	-$90K	–	220
2019 Q2	$90K	Hold	1,642	–	–	0.04%	204
2019 Q1	$82K	Hold	1,642	–	–	0.04%	201
2018 Q4	$75K	Hold	1,642	–	–	0.04%	198
2018 Q3	$77K	Hold	1,642	–	–	0.03%	196
2018 Q2	$71K	Hold	1,642	–	–	0.03%	199
2018 Q1	$72K	Hold	1,642	–	–	0.04%	190
2017 Q4	$72K	Hold	1,642	–	–	0.04%	192
2017 Q3	$67K	Hold	1,642	–	–	0.03%	207
2017 Q2	$64K	Hold	1,642	–	–	0.03%	210
2017 Q1	$59K	Hold	1,642	–	–	0.03%	215
2016 Q4	$57K	Buy	+1,642	New	+$57.8K	0.03%	221

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Alpha Omega Wealth Management's AFL Position: Q1 2025 in Review

Alpha Omega Wealth Management sold out of Aflac (AFL) in Q1 2025, closing a stake of 1,952 shares — an estimated $202K sold.

Alpha Omega Wealth Management first reported a position in AFL in Q4 2016 and held it in 13 quarters. The position peaked at $221K in Q3 2024. 1,625 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

Alpha Omega Wealth Management reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
Alpha Omega Wealth Management sold 1,952 Aflac shares in Q1 2025, an estimated $202K.
Alpha Omega Wealth Management first reported a position in Aflac in Q4 2016 and held it in 13 quarters.
Alpha Omega Wealth Management's Aflac position peaked at $221K in Q3 2024.
1,625 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Alpha Omega Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.