Coastal Bridge 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
$571K Buy
+5,419
New +$571K 0.05% 275
2025
Q1
Sell
-2,416
Closed -$250K 259
2024
Q4
$250K Hold
2,416
0.06% 137
2024
Q3
$270K Hold
2,416
0.07% 131
2024
Q2
$216K Buy
2,416
+16
+0.7% +$1.43K 0.05% 146
2024
Q1
$206K Buy
+2,400
New +$206K 0.05% 152