B. Riley Wealth Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,438
| Closed | -$363K | – | 1075 |
|
|
2025
Q2 | $363K | Buy |
+3,438
| New | +$361K | 0.02% | 645 |
|
|
2024
Q4 | $491K | Sell |
4,747
-845
| -15% | -$92.1K | 0.02% | 704 |
|
|
2024
Q3 | $628K | Sell |
5,592
-22
| -0.4% | -$2.24K | 0.02% | 663 |
|
|
2024
Q2 | $501K | Sell |
5,614
-1,550
| -22% | -$133K | 0.01% | 815 |
|
|
2024
Q1 | $550K | Buy |
7,164
+914
| +15% | +$74.9K | 0.01% | 749 |
|
|
2023
Q4 | $516K | Sell |
6,250
-914
| -13% | -$73.7K | 0.01% | 793 |
|
|
2023
Q3 | $550K | Sell |
7,164
-38,628
| -84% | -$2.87M | 0.01% | 749 |
|
|
2023
Q2 | $3.2M | Buy |
45,792
+40,677
| +795% | +$2.72M | 0.07% | 258 |
|
|
2023
Q1 | $330K | Buy |
5,115
+341
| +7% | +$23.3K | 0.01% | 1017 |
|
|
2022
Q4 | $343K | Sell |
4,774
-77
| -2% | -$5.16K | 0.01% | 968 |
|
|
2022
Q3 | $274K | Buy |
4,851
+679
| +16% | +$40K | 0.01% | 1057 |
|
|
2022
Q2 | $232K | Sell |
4,172
-1,110
| -21% | -$65.5K | 0.01% | 976 |
|
|
2022
Q1 | $341K | Buy |
5,282
+1,115
| +27% | +$69.8K | 0.01% | 950 |
|
|
2021
Q4 | $244K | Buy |
4,167
+162
| +4% | +$9.08K | 0.01% | 1177 |
|
|
2021
Q3 | $210K | Sell |
4,005
-1,155
| -22% | -$63.1K | 0.01% | 1222 |
|
|
2021
Q2 | $277K | Sell |
5,160
-1,844
| -26% | -$101K | 0.01% | 1064 |
|
|
2021
Q1 | $360K | Sell |
7,004
-2,555
| -27% | -$123K | 0.01% | 899 |
|
|
2020
Q4 | $426K | Sell |
9,559
-4,286
| -31% | -$175K | 0.02% | 591 |
|
|
2020
Q3 | $504K | Buy |
13,845
+112
| +0.8% | +$4.08K | 0.03% | 526 |
|
|
2020
Q2 | $496K | Sell |
13,733
-1,054
| -7% | -$38.1K | 0.03% | 465 |
|
|
2020
Q1 | $508K | Buy |
14,787
+3,341
| +29% | +$153K | 0.04% | 377 |
|
|
2019
Q4 | $607K | Buy |
11,446
+317
| +3% | +$16.8K | 0.05% | 362 |
|
|
2019
Q3 | $583K | Sell |
11,129
-1,725
| -13% | -$91.1K | 0.06% | 354 |
|
|
2019
Q2 | $706K | Buy |
12,854
+2,063
| +19% | +$106K | 0.08% | 270 |
|
|
2019
Q1 | $541K | Sell |
10,791
-1
| -0% | -$48 | 0.07% | 311 |
|
|
2018
Q4 | $493K | Buy |
10,792
+171
| +2% | +$7.6K | 0.07% | 302 |
|
|
2018
Q3 | $502K | Buy |
10,621
+717
| +7% | +$32.8K | 0.06% | 348 |
|
|
2018
Q2 | $428K | Sell |
9,904
-2,226
| -18% | -$100K | 0.06% | 367 |
|
|
2018
Q1 | $532K | Buy |
12,130
+196
| +2% | +$8.67K | 0.07% | 295 |
|
|
2017
Q4 | $525K | Sell |
11,934
-942
| -7% | -$40.2K | 0.07% | 301 |
|
|
2017
Q3 | $525K | Buy |
12,876
+26
| +0.2% | +$1.05K | 0.09% | 248 |
|
|
2017
Q2 | $500K | Sell |
12,850
-24
| -0.2% | -$902 | 0.09% | 252 |
|
|
2017
Q1 | $467K | Sell |
12,874
-118
| -0.9% | -$4.18K | 0.09% | 242 |
|
|
2016
Q4 | $454K | Sell |
12,992
-484
| -4% | -$17K | 0.09% | 247 |
|
|
2016
Q3 | $485K | Sell |
13,476
-324
| -2% | -$11.8K | 0.1% | 270 |
|
|
2016
Q2 | $499K | Buy |
13,800
+706
| +5% | +$24.1K | 0.1% | 250 |
|
|
2016
Q1 | $414K | Sell |
13,094
-276
| -2% | -$8.2K | 0.1% | 260 |
|
|
2015
Q4 | $401K | Buy |
13,370
+614
| +5% | +$19.1K | 0.08% | 293 |
|
|
2015
Q3 | $372K | Buy |
+12,756
| New | +$386K | 0.09% | 291 |
|
|
2015
Q2 | – | Sell |
-12,542
| Closed | -$402K | – | 535 |
|
|
2015
Q1 | $402K | Buy |
12,542
+1,888
| +18% | +$57.6K | 0.1% | 274 |
|
|
2014
Q4 | $2.94K | Buy |
10,654
+1,466
| +16% | +$43.3K | 0.06% | 395 |
|
|
2014
Q3 | $267K | Sell |
9,188
-19,926
| -68% | -$606K | 0.07% | 396 |
|
|
2014
Q2 | $629K | Buy |
29,114
+20,012
| +220% | +$624K | 0.15% | 157 |
|
|
2014
Q1 | $287K | Buy |
9,102
+900
| +11% | +$28.6K | 0.09% | 276 |
|
|
2013
Q4 | $274K | Buy |
8,202
+172
| +2% | +$5.64K | 0.09% | 262 |
|
|
2013
Q3 | $249K | Buy |
8,030
+228
| +3% | +$6.86K | 0.09% | 267 |
|
|
2013
Q2 | $227K | Buy |
+7,802
| New | +$212K | 0.08% | 289 |
|
Other funds holding AFL
JPH
