Avantax Planning Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $517K | Sell |
4,714
-114
| -2% | -$12.6K | 0.01% | 275 |
|
|
2025
Q4 | $532K | Hold |
4,828
| – | – | 0.01% | 263 |
|
|
2025
Q3 | $539K | Sell |
4,828
-1,549
| -24% | -$163K | 0.02% | 261 |
|
|
2025
Q2 | $673K | Buy |
6,377
+2,857
| +81% | +$300K | 0.02% | 231 |
|
|
2025
Q1 | $391K | Buy |
3,520
+3
| +0.1% | +$318 | 0.01% | 297 |
|
|
2024
Q4 | $364K | Buy |
3,517
+36
| +1% | +$3.93K | 0.01% | 298 |
|
|
2024
Q3 | $389K | Sell |
3,481
-2,405
| -41% | -$244K | 0.01% | 296 |
|
|
2024
Q2 | $526K | Buy |
5,886
+153
| +3% | +$13.2K | 0.02% | 276 |
|
|
2024
Q1 | $492K | Buy |
5,733
+283
| +5% | +$23.2K | 0.02% | 295 |
|
|
2023
Q4 | $450K | Sell |
5,450
-6
| -0.1% | -$483 | 0.02% | 250 |
|
|
2023
Q3 | $419K | Buy |
5,456
+6
| +0.1% | +$445 | 0.02% | 248 |
|
|
2023
Q2 | $380K | Hold |
5,450
| – | – | 0.02% | 258 |
|
|
2023
Q1 | $352K | Sell |
5,450
-105
| -2% | -$7.19K | 0.01% | 265 |
|
|
2022
Q4 | $400K | Sell |
5,555
-116
| -2% | -$7.77K | 0.02% | 259 |
|
|
2022
Q3 | $319K | Buy |
5,671
+551
| +11% | +$32.4K | 0.01% | 274 |
|
|
2022
Q2 | $283K | Buy |
5,120
+158
| +3% | +$9.33K | 0.01% | 278 |
|
|
2022
Q1 | $320K | Sell |
4,962
-1,226
| -20% | -$76.8K | 0.01% | 270 |
|
|
2021
Q4 | $361K | Hold |
6,188
| – | – | 0.01% | 247 |
|
|
2021
Q3 | $323K | Buy |
6,188
+97
| +2% | +$5.3K | 0.01% | 243 |
|
|
2021
Q2 | $327K | Sell |
6,091
-900
| -13% | -$49.1K | 0.02% | 246 |
|
|
2021
Q1 | $358K | Buy |
6,991
+1,145
| +20% | +$54.9K | 0.02% | 218 |
|
|
2020
Q4 | $260K | Sell |
5,846
-1,209
| -17% | -$49.5K | 0.01% | 243 |
|
|
2020
Q3 | $256K | Sell |
7,055
-574
| -8% | -$20.9K | 0.01% | 249 |
|
|
2020
Q2 | $275K | Sell |
7,629
-665
| -8% | -$24K | 0.02% | 225 |
|
|
2020
Q1 | $284K | Sell |
8,294
-333
| -4% | -$15.2K | 0.02% | 211 |
|
|
2019
Q4 | $456K | Buy |
8,627
+113
| +1% | +$6K | 0.03% | 184 |
|
|
2019
Q3 | $445K | Buy |
8,514
+11
| +0.1% | +$581 | 0.03% | 183 |
|
|
2019
Q2 | $482K | Sell |
8,503
-690
| -8% | -$35.6K | 0.03% | 175 |
|
|
2019
Q1 | $460K | Buy |
9,193
+26
| +0.3% | +$1.25K | 0.03% | 173 |
|
|
2018
Q4 | $418K | Sell |
9,167
-144
| -2% | -$6.4K | 0.03% | 160 |
|
|
2018
Q3 | $438K | Sell |
9,311
-350
| -4% | -$16K | 0.04% | 149 |
|
|
2018
Q2 | $416K | Sell |
9,661
-74
| -0.8% | -$3.32K | 0.04% | 144 |
|
|
2018
Q1 | $425K | Sell |
9,735
-151
| -2% | -$6.68K | 0.04% | 190 |
|
|
2017
Q4 | $434K | Sell |
9,886
-14,750
| -60% | -$630K | 0.04% | 185 |
|
|
2017
Q3 | $1M | Hold |
24,636
| – | – | 0.08% | 120 |
|
|
2017
Q2 | $957K | Sell |
24,636
-1,584
| -6% | -$59.5K | 0.08% | 113 |
|
|
2017
Q1 | $949K | Sell |
26,220
-130
| -0.5% | -$4.61K | 0.08% | 111 |
|
|
2016
Q4 | $917K | Buy |
+26,350
| New | +$928K | 0.1% | 102 |
|
Other funds holding AFL
JPH
VCM
VPM
Avantax Planning Partners's AFL Position: Q1 2026 in Review
Avantax Planning Partners reduced its Aflac (AFL) stake by 2.4% in Q1 2026, selling an estimated $12.6K and leaving 4,714 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #275.
Avantax Planning Partners first reported a position in AFL in Q4 2016 and has held it in 38 quarters since. The position peaked at $1M in Q3 2017. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.
- Avantax Planning Partners held 4,714 shares of Aflac worth $517K as of Q1 2026.
- Avantax Planning Partners sold 114 Aflac shares in Q1 2026, an estimated $12.6K.
- Aflac made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #275 holding.
- Avantax Planning Partners first reported a position in Aflac in Q4 2016 and has held it in 38 quarters since.
- Avantax Planning Partners's Aflac position peaked at $1M in Q3 2017.
- 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.
Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.