Appleton Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
4,863
-100
| -2% | -$10.5K | 0.04% | 178 |
|
|
2025
Q1 | $552K | Buy |
+4,963
| New | +$552K | 0.04% | 167 |
|
|
2014
Q3 | – | Sell |
-18,380
| Closed | -$572K | – | 188 |
|
|
2014
Q2 | $572K | Sell |
18,380
-1,750
| -9% | -$54.5K | 0.13% | 115 |
|
|
2014
Q1 | $634K | Hold |
20,130
| – | – | 0.15% | 103 |
|
|
2013
Q4 | $672K | Buy |
20,130
+440
| +2% | +$14.7K | 0.16% | 96 |
|
|
2013
Q3 | $610K | Sell |
19,690
-650
| -3% | -$20.1K | 0.16% | 96 |
|
|
2013
Q2 | $591K | Buy |
+20,340
| New | +$591K | 0.17% | 87 |
|