Beaird Harris 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 | $36.7K | Buy |
348
+19
| +6% | +$2K | ﹤0.01% | 283 |
|
|
2025
Q1 | $36.6K | Hold |
329
| – | – | ﹤0.01% | 252 |
|
|
2024
Q4 | $34K | Buy |
+329
| New | +$34K | ﹤0.01% | 265 |
|
|
2024
Q3 | – | Sell |
-174
| Closed | -$15.5K | – | 516 |
|
|
2024
Q2 | $15.5K | Sell |
174
-16
| -8% | -$1.43K | ﹤0.01% | 322 |
|
|
2024
Q1 | $16.3K | Sell |
190
-16
| -8% | -$1.37K | ﹤0.01% | 295 |
|
|
2023
Q4 | $17K | Sell |
206
-49
| -19% | -$4.04K | ﹤0.01% | 280 |
|
|
2023
Q3 | $19.6K | Sell |
255
-93
| -27% | -$7.14K | ﹤0.01% | 236 |
|
|
2023
Q2 | $24.3K | Sell |
348
-540
| -61% | -$37.7K | ﹤0.01% | 217 |
|
|
2023
Q1 | $57.3K | Hold |
888
| – | – | 0.01% | 164 |
|
|
2022
Q4 | $63.9K | Hold |
888
| – | – | 0.01% | 165 |
|
|
2022
Q3 | $50K | Buy |
+888
| New | +$50K | 0.01% | 162 |
|
|
2022
Q2 | – | Sell |
-888
| Closed | -$57K | – | 405 |
|
|
2022
Q1 | $57K | Hold |
888
| – | – | 0.02% | 176 |
|
|
2021
Q4 | $52K | Buy |
+888
| New | +$52K | 0.02% | 228 |
|