Cape Investment Advisory’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1K | Sell |
304
-101
| -25% | -$10.7K | 0.01% | 433 |
|
|
2025
Q1 | $45K | Sell |
405
-153
| -27% | -$17K | 0.02% | 348 |
|
|
2024
Q4 | $57.7K | Sell |
558
-109
| -16% | -$11.3K | 0.02% | 312 |
|
|
2024
Q3 | $74.6K | Buy |
667
+263
| +65% | +$29.4K | 0.03% | 273 |
|
|
2024
Q2 | $36.1K | Hold |
404
| – | – | 0.02% | 343 |
|
|
2024
Q1 | $34.7K | Hold |
404
| – | – | 0.02% | 356 |
|
|
2023
Q4 | $33.3K | Hold |
404
| – | – | 0.02% | 432 |
|
|
2023
Q3 | $31K | Buy |
404
+75
| +23% | +$5.76K | 0.02% | 375 |
|
|
2023
Q2 | $23K | Sell |
329
-100
| -23% | -$6.98K | 0.01% | 416 |
|
|
2023
Q1 | $27.7K | Buy |
+429
| New | +$27.7K | 0.02% | 369 |
|