Arete Wealth Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,760
| Closed | -$802K | – | 715 |
|
|
2024
Q4 | $802K | Sell |
7,760
-237
| -3% | -$24.5K | 0.06% | 297 |
|
|
2024
Q3 | $893K | Sell |
7,997
-865
| -10% | -$96.6K | 0.08% | 240 |
|
|
2024
Q2 | $791K | Buy |
+8,862
| New | +$791K | 0.06% | 286 |
|
|
2024
Q1 | – | Sell |
-9,094
| Closed | -$750K | – | 383 |
|
|
2023
Q4 | $750K | Buy |
+9,094
| New | +$750K | 0.06% | 309 |
|
|
2023
Q3 | – | Sell |
-3,200
| Closed | -$223K | – | 512 |
|
|
2023
Q2 | $223K | Buy |
+3,200
| New | +$223K | 0.02% | 573 |
|
|
2023
Q1 | – | Sell |
-5,009
| Closed | -$360M | – | 655 |
|
|
2022
Q4 | $360M | Buy |
+5,009
| New | +$360M | 0.03% | 409 |
|