Brendel Financial Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $391K | Sell |
3,565
-168
| -5% | -$18.6K | 0.19% | 65 |
|
|
2025
Q4 | $412K | Sell |
3,733
-29,677
| -89% | -$3.27M | 0.2% | 67 |
|
|
2025
Q3 | $3.73M | Buy |
33,410
+29,303
| +713% | +$3.08M | 1.92% | 21 |
|
|
2025
Q2 | $433K | Sell |
4,107
-32,484
| -89% | -$3.41M | 0.24% | 64 |
|
|
2025
Q1 | $4.07M | Sell |
36,591
-236
| -0.6% | -$25K | 2.47% | 8 |
|
|
2024
Q4 | $3.81M | Sell |
36,827
-1,751
| -5% | -$191K | 2.3% | 11 |
|
|
2024
Q3 | $4.31M | Sell |
38,578
-689
| -2% | -$70K | 2.45% | 7 |
|
|
2024
Q2 | $3.51M | Sell |
39,267
-3,259
| -8% | -$280K | 2.23% | 8 |
|
|
2024
Q1 | $3.65M | Buy |
42,526
+39,760
| +1,437% | +$3.26M | 4.18% | 5 |
|
|
2023
Q4 | $228K | Buy |
+2,766
| New | +$223K | 0.15% | 81 |
|
|
2023
Q2 | – | Sell |
-27,166
| Closed | -$1.75M | – | 49 |
|
|
2023
Q1 | $1.75M | Buy |
+27,166
| New | +$1.86M | 1.3% | 34 |
|
|
2022
Q2 | – | Sell |
-67,411
| Closed | -$4.34M | – | 91 |
|
|
2022
Q1 | $4.34M | Buy |
+67,411
| New | +$4.22M | 2.36% | 10 |
|
|
2021
Q3 | – | Sell |
-21,634
| Closed | -$1.16M | – | 64 |
|
|
2021
Q2 | $1.16M | Buy |
21,634
+4,419
| +26% | +$241K | 0.64% | 47 |
|
|
2021
Q1 | $881K | Sell |
17,215
-790
| -4% | -$37.9K | 0.59% | 47 |
|
|
2020
Q4 | $801K | Buy |
+18,005
| New | +$737K | 0.54% | 49 |
|
|
2019
Q3 | – | Sell |
-9,554
| Closed | -$524K | – | 81 |
|
|
2019
Q2 | $524K | Buy |
9,554
+171
| +2% | +$8.82K | 0.51% | 48 |
|
|
2019
Q1 | $469K | Buy |
9,383
+4,360
| +87% | +$210K | 0.42% | 54 |
|
|
2018
Q4 | $229K | Buy |
+5,023
| New | +$223K | 0.26% | 71 |
|
Other funds holding AFL
JPH
VCM
VPM
