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 |
|