Bartlett & Co 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 | $107K | Sell |
1,013
-2
| -0.2% | -$211 | ﹤0.01% | 531 |
|
|
2025
Q1 | $113K | Buy |
1,015
+2
| +0.2% | +$222 | ﹤0.01% | 527 |
|
|
2024
Q4 | $105K | Hold |
1,013
| – | – | ﹤0.01% | 536 |
|
|
2024
Q3 | $113K | Hold |
1,013
| – | – | ﹤0.01% | 526 |
|
|
2024
Q2 | $90.5K | Hold |
1,013
| – | – | ﹤0.01% | 568 |
|
|
2024
Q1 | $87K | Sell |
1,013
-800
| -44% | -$68.7K | ﹤0.01% | 582 |
|
|
2023
Q4 | $149K | Hold |
1,813
| – | – | ﹤0.01% | 514 |
|
|
2023
Q3 | $139K | Hold |
1,813
| – | – | ﹤0.01% | 496 |
|
|
2023
Q2 | $127K | Buy |
1,813
+800
| +79% | +$55.8K | ﹤0.01% | 512 |
|
|
2023
Q1 | $65.4K | Hold |
1,013
| – | – | ﹤0.01% | 528 |
|
|
2022
Q4 | $72.9K | Hold |
1,013
| – | – | ﹤0.01% | 520 |
|
|
2022
Q3 | $56.9K | Hold |
1,013
| – | – | ﹤0.01% | 548 |
|
|
2022
Q2 | $56K | Hold |
1,013
| – | – | ﹤0.01% | 554 |
|
|
2022
Q1 | $65.2K | Buy |
+1,013
| New | +$65.2K | ﹤0.01% | 546 |
|
|
2021
Q4 | – | Sell |
-1,013
| Closed | -$52.8K | – | 414 |
|
|
2021
Q3 | $52.8K | Sell |
1,013
-90
| -8% | -$4.69K | ﹤0.01% | 502 |
|
|
2021
Q2 | $59.2K | Hold |
1,103
| – | – | ﹤0.01% | 479 |
|
|
2021
Q1 | $56.5K | Sell |
1,103
-2,503
| -69% | -$128K | ﹤0.01% | 513 |
|
|
2020
Q4 | $160K | Buy |
3,606
+3,006
| +501% | +$134K | ﹤0.01% | 349 |
|
|
2020
Q3 | $21.8K | Hold |
600
| – | – | ﹤0.01% | 610 |
|
|
2020
Q2 | $21.6K | Sell |
600
-132
| -18% | -$4.76K | ﹤0.01% | 603 |
|
|
2020
Q1 | $25.1K | Buy |
732
+132
| +22% | +$4.52K | ﹤0.01% | 556 |
|
|
2019
Q4 | $31.7K | Sell |
600
-11
| -2% | -$582 | ﹤0.01% | 598 |
|
|
2019
Q3 | $32K | Buy |
611
+11
| +2% | +$576 | ﹤0.01% | 597 |
|
|
2019
Q2 | $32.9K | Hold |
600
| – | – | ﹤0.01% | 486 |
|
|
2019
Q1 | $30K | Hold |
600
| – | – | ﹤0.01% | 485 |
|
|
2018
Q4 | $27.3K | Hold |
600
| – | – | ﹤0.01% | 489 |
|
|
2018
Q3 | $28.2K | Hold |
600
| – | – | ﹤0.01% | 506 |
|
|
2018
Q2 | $25.8K | Hold |
600
| – | – | ﹤0.01% | 502 |
|
|
2018
Q1 | $26.3K | Buy |
+600
| New | +$26.3K | ﹤0.01% | 500 |
|