CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
17,918
-1,117
| -6% | -$118K | 0.03% | 133 |
|
|
2025
Q1 | $2.12M | Sell |
19,035
-12,343
| -39% | -$1.37M | 0.04% | 121 |
|
|
2024
Q4 | $3.25M | Buy |
+31,378
| New | +$3.25M | 0.06% | 83 |
|
|
2017
Q4 | – | Sell |
-10,253
| Closed | -$834K | – | 125 |
|
|
2017
Q3 | $834K | Buy |
10,253
+115
| +1% | +$9.35K | 0.09% | 105 |
|
|
2017
Q2 | $788K | Sell |
10,138
-1,548
| -13% | -$120K | 0.09% | 102 |
|
|
2017
Q1 | $846K | Buy |
11,686
+1,644
| +16% | +$119K | 0.09% | 101 |
|
|
2016
Q4 | $699K | Buy |
+10,042
| New | +$699K | 0.08% | 106 |
|