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Carolinas Wealth Consulting’s Aflac AFL Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-53
Closed -$5.89K – 23
2025
Q1 		$5.89K Hold
53
– – ﹤0.01% 584
2024
Q4 		$5.48K Hold
53
– – ﹤0.01% 621
2024
Q3 		$5.93K Buy
53
+5
+10% +$508 ﹤0.01% 637
2024
Q2 		$4.29K Hold
48
– – ﹤0.01% 671
2024
Q1 		$4.12K Sell
48
-15,231
-100% -$1.25M ﹤0.01% 674
2023
Q4 		$18.8K Hold
15,279
– – ﹤0.01% 453
2023
Q3 		$18.6K Sell
15,279
-59
-0.4% -$4.38K ﹤0.01% 444
2023
Q2 		$22.4K Hold
15,338
– – ﹤0.01% 461
2023
Q1 		$21.8K Buy
15,338
+59
+0.4% +$4.04K ﹤0.01% 482
2022
Q4 		$18.3K Hold
15,279
– – ﹤0.01% 514
2022
Q3 		$18K Hold
15,279
– – ﹤0.01% 452
2022
Q2 		$18K Buy
15,279
+15,236
+35,433% +$899K ﹤0.01% 467
2022
Q1 		$3K Sell
43
-291
-87% -$18.2K ﹤0.01% 744
2021
Q4 		$20K Hold
334
– – ﹤0.01% 484
2021
Q3 		$17K Hold
334
– – ﹤0.01% 494
2021
Q2 		$18K Hold
334
– – ﹤0.01% 513
2021
Q1 		$17K Buy
334
+291
+677% +$14K ﹤0.01% 535
2020
Q4 		$2K Buy
43
+6
+16% +$246 ﹤0.01% 725
2020
Q3 		$1K Buy
37
+8
+28% +$291 ﹤0.01% 780
2020
Q2 		$1K Buy
+29
New +$1.05K ﹤0.01% 527

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's AFL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Aflac (AFL) in Q2 2025, closing a stake of 53 shares — an estimated $5.89K sold.

Carolinas Wealth Consulting first reported a position in AFL in Q2 2020 and held it in 20 quarters. The position peaked at $22.4K in Q2 2023. 1,613 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Aflac position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 53 Aflac shares in Q2 2025, an estimated $5.89K.
  • Carolinas Wealth Consulting first reported a position in Aflac in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Aflac position peaked at $22.4K in Q2 2023.
  • 1,613 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.