Calton & Associates’s Aflac AFL Stock Holding History

Calton & Associates’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,011	Closed	-$208K	–	341
2024 Q4	$208K	Buy	+2,011	New	+$219K	0.09%	186
2024 Q1	–	Sell	-2,594	Closed	-$214K	–	192
2023 Q4	$214K	Buy	+2,594	New	+$209K	0.09%	220
2023 Q3	–	Sell	-3,016	Closed	-$211K	–	106
2023 Q2	$211K	Sell	3,016 -2,130	-41%	-$143K	0.1%	189
2023 Q1	$332K	Sell	5,146 -130	-2%	-$8.9K	0.15%	142
2022 Q4	$380K	Buy	5,276 +13	+0.2%	+$870	0.15%	165
2022 Q3	$295K	Sell	5,263 -191	-4%	-$11.2K	0.17%	137
2022 Q2	$301K	Sell	5,454 -177	-3%	-$10.4K	0.17%	152
2022 Q1	$362K	Sell	5,631 -426	-7%	-$26.7K	0.11%	209
2021 Q4	$353K	Sell	6,057 -566	-9%	-$31.7K	0.09%	227
2021 Q3	$345K	Sell	6,623 -656	-9%	-$35.9K	0.08%	266
2021 Q2	$391K	Buy	7,279 +867	+14%	+$47.3K	0.07%	238
2021 Q1	$328K	Buy	+6,412	New	+$308K	0.06%	261
2018 Q1	–	Sell	-3,298	Closed	-$145K	–	363
2017 Q4	$145K	Buy	+3,298	New	+$141K	0.04%	410

Other funds holding AFL

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return