Caldwell Trust’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Hold |
4,740
|
|
||||
|
2025
Q1 | $527K | Hold |
4,740
|
|
||||
|
2024
Q4 | $490K | Sell |
4,740
-800
|
|
||||
|
2024
Q3 | $619K | Hold |
5,540
|
|
||||
|
2024
Q2 | $495K | Sell |
5,540
-1,295
|
|
||||
|
2024
Q1 | $587K | Sell |
6,835
-4,000
|
|
||||
|
2023
Q4 | $894K | Hold |
10,835
|
|
||||
|
2023
Q3 | $832K | Sell |
10,835
-100
|
|
||||
|
2023
Q2 | $763K | Hold |
10,935
|
|
||||
|
2023
Q1 | $706K | Sell |
10,935
-860
|
|
||||
|
2022
Q4 | $849K | Sell |
11,795
-492
|
|
||||
|
2022
Q3 | $691K | Hold |
12,287
|
|
||||
|
2022
Q2 | $680K | Sell |
12,287
-1,200
|
|
||||
|
2022
Q1 | $868K | Hold |
13,487
|
|
||||
|
2021
Q4 | $788K | Hold |
13,487
|
|
||||
|
2021
Q3 | $703K | Hold |
13,487
|
|
||||
|
2021
Q2 | $724K | Buy |
13,487
+1,000
|
|
||||
|
2021
Q1 | $639K | Hold |
12,487
|
|
||||
|
2020
Q4 | $555K | Sell |
12,487
-3,200
|
|
||||
|
2020
Q3 | $570K | Sell |
15,687
-236
|
|
||||
|
2020
Q2 | $574K | Hold |
15,923
|
|
||||
|
2020
Q1 | $545K | Buy |
15,923
+358
|
|
||||
|
2019
Q4 | $823K | Buy |
+15,565
|
|