Calton & Associates’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,011
| Closed | -$208K | – | 341 |
|
2024
Q4 | $208K | Buy |
+2,011
| New | +$208K | 0.09% | 186 |
|
2024
Q1 | – | Sell |
-2,594
| Closed | -$214K | – | 192 |
|
2023
Q4 | $214K | Buy |
+2,594
| New | +$214K | 0.09% | 220 |
|
2023
Q3 | – | Sell |
-3,016
| Closed | -$211K | – | 106 |
|
2023
Q2 | $211K | Sell |
3,016
-2,130
| -41% | -$149K | 0.1% | 189 |
|
2023
Q1 | $332K | Sell |
5,146
-130
| -2% | -$8.39K | 0.15% | 142 |
|
2022
Q4 | $380K | Buy |
5,276
+13
| +0.2% | +$935 | 0.15% | 165 |
|
2022
Q3 | $295K | Sell |
5,263
-191
| -4% | -$10.7K | 0.17% | 137 |
|
2022
Q2 | $301K | Sell |
5,454
-177
| -3% | -$9.77K | 0.17% | 152 |
|
2022
Q1 | $362K | Sell |
5,631
-426
| -7% | -$27.4K | 0.11% | 209 |
|
2021
Q4 | $353K | Sell |
6,057
-566
| -9% | -$33K | 0.09% | 227 |
|
2021
Q3 | $345K | Sell |
6,623
-656
| -9% | -$34.2K | 0.08% | 266 |
|
2021
Q2 | $391K | Buy |
7,279
+867
| +14% | +$46.6K | 0.07% | 238 |
|
2021
Q1 | $328K | Buy |
+6,412
| New | +$328K | 0.06% | 261 |
|
2018
Q1 | – | Sell |
-3,298
| Closed | -$145K | – | 363 |
|
2017
Q4 | $145K | Buy |
+3,298
| New | +$145K | 0.04% | 410 |
|