CarsonAllaria Wealth Management’s Aflac AFL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-547	Closed	-$57.8K	–	81
2025 Q2	$57.8K	Sell	547 -7	-1%	-$736	0.03%	129
2025 Q1	$61.6K	Buy	554 +3	+0.5%	+$318	0.04%	121
2024 Q4	$57K	Buy	551 +3	+0.5%	+$327	0.03%	126
2024 Q3	$61.4K	Buy	548 +2	+0.4%	+$203	0.04%	120
2024 Q2	$48.8K	Buy	546 +3	+0.6%	+$258	0.03%	125
2024 Q1	$46.7K	Buy	543 +4	+0.7%	+$328	0.03%	133
2023 Q4	$44.5K	Buy	539 +2	+0.4%	+$161	0.03%	120
2023 Q3	$41.2K	Buy	537 +3	+0.6%	+$223	0.03%	121
2023 Q2	$37.3K	Buy	534 +4	+0.8%	+$268	0.03%	126
2023 Q1	$34.2K	Buy	530 +3	+0.6%	+$205	0.03%	129
2022 Q4	$38K	Buy	527 +444	+535%	+$29.7K	0.03%	116
2022 Q3	$5K	Hold	83	–	–	﹤0.01%	225
2022 Q2	$5K	Hold	83	–	–	﹤0.01%	226
2022 Q1	$5K	Buy	83 +2	+2%	+$125	﹤0.01%	240
2021 Q4	$5K	Buy	+81	New	+$4.54K	﹤0.01%	261