Aspire Private Capital’s Aflac AFL Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-405	Closed	-$45.3K	–	175
2024 Q3	$45.3K	Hold	405	–	–	0.01%	240
2024 Q2	$36.2K	Hold	405	–	–	0.01%	261
2024 Q1	$34.8K	Hold	405	–	–	0.01%	264
2023 Q4	$33.4K	Hold	405	–	–	0.01%	256
2023 Q3	$31.1K	Sell	405 -4	-1%	-$297	0.01%	257
2023 Q2	$28.5K	Hold	409	–	–	0.01%	260
2023 Q1	$26.4K	Sell	409 -17	-4%	-$1.16K	0.01%	260
2022 Q4	$30.6K	Hold	426	–	–	0.01%	245
2022 Q3	$24K	Sell	426 -10	-2%	-$588	0.01%	260
2022 Q2	$24K	Hold	436	–	–	0.01%	262
2022 Q1	$28K	Hold	436	–	–	0.01%	246
2021 Q4	$25K	Sell	436 -15	-3%	-$841	0.01%	267
2021 Q3	$24K	Hold	451	–	–	0.01%	252
2021 Q2	$24K	Buy	451 +251	+126%	+$13.7K	0.01%	255
2021 Q1	$10K	Hold	200	–	–	﹤0.01%	327
2020 Q4	$9K	Hold	200	–	–	﹤0.01%	269
2020 Q3	$7K	Buy	+200	New	+$7.28K	﹤0.01%	292
2020 Q1	–	Sell	-200	Closed	-$11K	–	235
2019 Q4	$11K	Hold	200	–	–	﹤0.01%	260
2019 Q3	$10K	Hold	200	–	–	﹤0.01%	249
2019 Q2	$11K	Hold	200	–	–	0.01%	256
2019 Q1	$10K	Hold	200	–	–	0.01%	317
2018 Q4	$9K	Buy	+200	New	+$8.89K	0.01%	304

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Aspire Private Capital's AFL Position: Q4 2024 in Review

Aspire Private Capital sold out of Aflac (AFL) in Q4 2024, closing a stake of 405 shares — an estimated $45.3K sold.

Aspire Private Capital first reported a position in AFL in Q4 2018 and held it in 22 quarters. The position peaked at $45.3K in Q3 2024. 1,579 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

Aspire Private Capital reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 405 Aflac shares in Q4 2024, an estimated $45.3K.
Aspire Private Capital first reported a position in Aflac in Q4 2018 and held it in 22 quarters.
Aspire Private Capital's Aflac position peaked at $45.3K in Q3 2024.
1,579 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.