Cassaday & Co Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Hold |
4,200
| – | – | 0.01% | 220 |
|
|
2025
Q1 | $467K | Sell |
4,200
-35
| -0.8% | -$3.89K | 0.01% | 209 |
|
|
2024
Q4 | $438K | Hold |
4,235
| – | – | 0.01% | 210 |
|
|
2024
Q3 | $473K | Sell |
4,235
-102
| -2% | -$11.4K | 0.01% | 189 |
|
|
2024
Q2 | $387K | Buy |
4,337
+104
| +2% | +$9.29K | 0.01% | 200 |
|
|
2024
Q1 | $363K | Buy |
4,233
+475
| +13% | +$40.8K | 0.01% | 202 |
|
|
2023
Q4 | $310K | Hold |
3,758
| – | – | 0.01% | 200 |
|
|
2023
Q3 | $288K | Buy |
+3,758
| New | +$288K | 0.01% | 196 |
|
|
2023
Q2 | – | Sell |
-3,616
| Closed | -$233K | – | 257 |
|
|
2023
Q1 | $233K | Hold |
3,616
| – | – | 0.01% | 229 |
|
|
2022
Q4 | $260K | Buy |
+3,616
| New | +$260K | 0.01% | 210 |
|