CLA (CliftonLarsonAllen) Wealth Advisors’s Aflac AFL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.97M	Sell	17,947 -125	-0.7%	-$13.9K	0.03%	147
2025 Q4	$1.99M	Buy	18,072 +146	+0.8%	+$16.1K	0.03%	136
2025 Q3	$2M	Buy	17,926 +8	+0%	+$840	0.03%	133
2025 Q2	$1.89M	Sell	17,918 -1,117	-6%	-$117K	0.03%	133
2025 Q1	$2.12M	Sell	19,035 -12,343	-39%	-$1.31M	0.04%	121
2024 Q4	$3.25M	Buy	+31,378	New	+$3.42M	0.06%	83
2017 Q4	–	Sell	-20,506	Closed	-$834K	–	125
2017 Q3	$834K	Buy	20,506 +230	+1%	+$9.26K	0.09%	105
2017 Q2	$788K	Sell	20,276 -3,096	-13%	-$116K	0.09%	102
2017 Q1	$846K	Buy	23,372 +3,288	+16%	+$117K	0.09%	101
2016 Q4	$699K	Buy	+20,084	New	+$707K	0.08%	106