Baron Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
4,160
-556
| -12% | -$58.6K | 0.16% | 94 |
|
|
2025
Q1 | $524K | Buy |
4,716
+573
| +14% | +$63.7K | 0.23% | 69 |
|
|
2024
Q4 | $429K | Sell |
4,143
-146
| -3% | -$15.1K | 0.2% | 78 |
|
|
2024
Q3 | $480K | Buy |
4,289
+147
| +4% | +$16.4K | 0.23% | 67 |
|
|
2024
Q2 | $370K | Buy |
4,142
+419
| +11% | +$37.4K | 0.19% | 83 |
|
|
2024
Q1 | $320K | Hold |
3,723
| – | – | 0.17% | 108 |
|
|
2023
Q4 | $307K | Buy |
3,723
+21
| +0.6% | +$1.73K | 0.17% | 104 |
|
|
2023
Q3 | $284K | Hold |
3,702
| – | – | 0.18% | 100 |
|
|
2023
Q2 | $258K | Hold |
3,702
| – | – | 0.16% | 107 |
|
|
2023
Q1 | $239K | Hold |
3,702
| – | – | 0.17% | 108 |
|
|
2022
Q4 | $266K | Buy |
+3,702
| New | +$266K | 0.2% | 93 |
|