Concord Wealth Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
12,558
+2,959
| +31% | +$312K | 0.19% | 110 |
|
|
2025
Q1 | $1.07M | Buy |
9,599
+1,972
| +26% | +$219K | 0.18% | 113 |
|
|
2024
Q4 | $789K | Buy |
7,627
+3,321
| +77% | +$344K | 0.13% | 116 |
|
|
2024
Q3 | $481K | Sell |
4,306
-7,170
| -62% | -$802K | 0.08% | 137 |
|
|
2024
Q2 | $1.02M | Buy |
11,476
+740
| +7% | +$66.1K | 0.18% | 101 |
|
|
2024
Q1 | $922K | Buy |
10,736
+1,387
| +15% | +$119K | 0.17% | 105 |
|
|
2023
Q4 | $771K | Buy |
9,349
+1,942
| +26% | +$160K | 0.15% | 107 |
|
|
2023
Q3 | $568K | Buy |
7,407
+6,509
| +725% | +$500K | 0.12% | 117 |
|
|
2023
Q2 | $62.7K | Buy |
898
+298
| +50% | +$20.8K | 0.01% | 330 |
|
|
2023
Q1 | $38.7K | Sell |
600
-224
| -27% | -$14.5K | 0.01% | 384 |
|
|
2022
Q4 | $59.3K | Buy |
+824
| New | +$59.3K | 0.02% | 347 |
|
|
2022
Q3 | – | Sell |
-3,081
| Closed | -$170K | – | 171 |
|
|
2022
Q2 | $170K | Sell |
3,081
-80
| -3% | -$4.41K | 0.05% | 177 |
|
|
2022
Q1 | $204K | Sell |
3,161
-57
| -2% | -$3.68K | 0.05% | 178 |
|
|
2021
Q4 | $188K | Buy |
3,218
+2,793
| +657% | +$163K | 0.05% | 198 |
|
|
2021
Q3 | $22K | Sell |
425
-2,062
| -83% | -$107K | 0.01% | 358 |
|
|
2021
Q2 | $133K | Buy |
2,487
+1,419
| +133% | +$75.9K | 0.04% | 188 |
|
|
2021
Q1 | $55K | Buy |
+1,068
| New | +$55K | 0.02% | 320 |
|