Clearstead Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $933K | Buy |
8,850
+496
| +6% | +$52.3K | 0.01% | 462 |
|
2025
Q1 | $929K | Buy |
8,354
+7
| +0.1% | +$778 | 0.01% | 429 |
|
2024
Q4 | $863K | Sell |
8,347
-390
| -4% | -$40.3K | 0.01% | 440 |
|
2024
Q3 | $977K | Buy |
8,737
+2,348
| +37% | +$262K | 0.02% | 424 |
|
2024
Q2 | $571K | Buy |
6,389
+818
| +15% | +$73.1K | 0.01% | 514 |
|
2024
Q1 | $478K | Sell |
5,571
-42
| -0.7% | -$3.61K | 0.02% | 317 |
|
2023
Q4 | $463K | Sell |
5,613
-13,683
| -71% | -$1.13M | 0.02% | 319 |
|
2023
Q3 | $1.48M | Buy |
19,296
+9,652
| +100% | +$741K | 0.04% | 252 |
|
2023
Q2 | $673K | Buy |
9,644
+2,754
| +40% | +$192K | 0.04% | 258 |
|
2023
Q1 | $445K | Buy |
6,890
+47
| +0.7% | +$3.03K | 0.03% | 280 |
|
2022
Q4 | $492K | Hold |
6,843
| – | – | 0.04% | 255 |
|
2022
Q3 | $385K | Buy |
6,843
+223
| +3% | +$12.5K | 0.04% | 269 |
|
2022
Q2 | $366K | Hold |
6,620
| – | – | 0.03% | 288 |
|
2022
Q1 | $426K | Hold |
6,620
| – | – | 0.03% | 287 |
|
2021
Q4 | $387K | Buy |
6,620
+6,457
| +3,961% | +$377K | 0.03% | 286 |
|
2021
Q3 | $8K | Sell |
163
-144
| -47% | -$7.07K | ﹤0.01% | 965 |
|
2021
Q2 | $16K | Buy |
307
+27
| +10% | +$1.41K | ﹤0.01% | 731 |
|
2021
Q1 | $14K | Sell |
280
-24
| -8% | -$1.2K | ﹤0.01% | 732 |
|
2020
Q4 | $14K | Sell |
304
-249
| -45% | -$11.5K | ﹤0.01% | 671 |
|
2020
Q3 | $20K | Buy |
553
+473
| +591% | +$17.1K | ﹤0.01% | 583 |
|
2020
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 703 |
|
2020
Q1 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 676 |
|