Charter Oak Capital 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 | $325K | Buy |
3,079
+289
| +10% | +$30.5K | 0.03% | 156 |
|
|
2025
Q1 | $310K | Buy |
2,790
+19
| +0.7% | +$2.11K | 0.03% | 146 |
|
|
2024
Q4 | $287K | Buy |
2,771
+5
| +0.2% | +$517 | 0.03% | 149 |
|
|
2024
Q3 | $309K | Hold |
2,766
| – | – | 0.03% | 144 |
|
|
2024
Q2 | $247K | Hold |
2,766
| – | – | 0.03% | 151 |
|
|
2024
Q1 | $237K | Buy |
+2,766
| New | +$237K | 0.03% | 163 |
|
|
2022
Q3 | – | Sell |
-1,960
| Closed | -$108K | – | 172 |
|
|
2022
Q2 | $108K | Hold |
1,960
| – | – | 0.01% | 234 |
|
|
2022
Q1 | $126K | Buy |
1,960
+31
| +2% | +$1.99K | 0.02% | 227 |
|
|
2021
Q4 | $113K | Hold |
1,929
| – | – | 0.01% | 241 |
|
|
2021
Q3 | $101K | Hold |
1,929
| – | – | 0.01% | 244 |
|
|
2021
Q2 | $103K | Hold |
1,929
| – | – | 0.01% | 235 |
|
|
2021
Q1 | $99K | Hold |
1,929
| – | – | 0.01% | 239 |
|
|
2020
Q4 | $86K | Buy |
+1,929
| New | +$86K | 0.01% | 236 |
|