Beaumont Financial Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
3,751
+36
| +1% | +$3.8K | 0.03% | 258 |
|
|
2025
Q1 | $413K | Buy |
3,715
+275
| +8% | +$30.6K | 0.03% | 245 |
|
|
2024
Q4 | $356K | Sell |
3,440
-243
| -7% | -$25.1K | 0.03% | 264 |
|
|
2024
Q3 | $412K | Buy |
3,683
+187
| +5% | +$20.9K | 0.03% | 236 |
|
|
2024
Q2 | $312K | Buy |
3,496
+55
| +2% | +$4.91K | 0.03% | 269 |
|
|
2024
Q1 | $295K | Sell |
3,441
-26
| -0.7% | -$2.23K | 0.02% | 280 |
|
|
2023
Q4 | $286K | Buy |
3,467
+28
| +0.8% | +$2.31K | 0.03% | 273 |
|
|
2023
Q3 | $264K | Sell |
3,439
-1
| -0% | -$77 | 0.03% | 269 |
|
|
2023
Q2 | $240K | Buy |
3,440
+43
| +1% | +$3K | 0.02% | 303 |
|
|
2023
Q1 | $219K | Hold |
3,397
| – | – | 0.02% | 293 |
|
|
2022
Q4 | $244K | Sell |
3,397
-1,820
| -35% | -$131K | 0.02% | 283 |
|
|
2022
Q3 | $293K | Sell |
5,217
-209
| -4% | -$11.7K | 0.03% | 244 |
|
|
2022
Q2 | $300K | Sell |
5,426
-23
| -0.4% | -$1.27K | 0.03% | 243 |
|
|
2022
Q1 | $351K | Buy |
5,449
+13
| +0.2% | +$837 | 0.03% | 255 |
|
|
2021
Q4 | $317K | Hold |
5,436
| – | – | 0.02% | 268 |
|
|
2021
Q3 | $283K | Hold |
5,436
| – | – | 0.02% | 277 |
|
|
2021
Q2 | $292K | Hold |
5,436
| – | – | 0.02% | 290 |
|
|
2021
Q1 | $278K | Sell |
5,436
-40
| -0.7% | -$2.05K | 0.02% | 290 |
|
|
2020
Q4 | $244K | Buy |
+5,476
| New | +$244K | 0.02% | 300 |
|
|
2020
Q1 | – | Sell |
-9,701
| Closed | -$513K | – | 237 |
|
|
2019
Q4 | $513K | Sell |
9,701
-19
| -0.2% | -$1.01K | 0.05% | 173 |
|
|
2019
Q3 | $509K | Buy |
9,720
+2,044
| +27% | +$107K | 0.05% | 168 |
|
|
2019
Q2 | $421K | Sell |
7,676
-557
| -7% | -$30.5K | 0.04% | 164 |
|
|
2019
Q1 | $412K | Sell |
8,233
-388
| -5% | -$19.4K | 0.04% | 163 |
|
|
2018
Q4 | $393K | Sell |
8,621
-87
| -1% | -$3.97K | 0.06% | 141 |
|
|
2018
Q3 | $410K | Buy |
8,708
+4
| +0% | +$188 | 0.04% | 163 |
|
|
2018
Q2 | $374K | Sell |
8,704
-6
| -0.1% | -$258 | 0.04% | 150 |
|
|
2018
Q1 | $381K | Sell |
8,710
-2,592
| -23% | -$113K | 0.04% | 154 |
|
|
2017
Q4 | $496K | Sell |
11,302
-598
| -5% | -$26.2K | 0.06% | 120 |
|
|
2017
Q3 | $484K | Buy |
11,900
+4
| +0% | +$163 | 0.06% | 120 |
|
|
2017
Q2 | $462K | Sell |
11,896
-4,996
| -30% | -$194K | 0.06% | 120 |
|
|
2017
Q1 | $612K | Buy |
+16,892
| New | +$612K | 0.08% | 108 |
|