CWS
Confluence Wealth Services’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
11,730
+132
| +1% | +$13.9K | 0.07% | 151 |
|
|
2025
Q1 | $1.26M | Buy |
11,598
+116
| +1% | +$12.6K | 0.08% | 127 |
|
|
2024
Q4 | $1.2M | Buy |
11,482
+60
| +0.5% | +$6.27K | 0.08% | 132 |
|
|
2024
Q3 | $1.28M | Buy |
11,422
+195
| +2% | +$21.8K | 0.09% | 117 |
|
|
2024
Q2 | $1M | Sell |
11,227
-97,893
| -90% | -$8.74M | 0.08% | 148 |
|
|
2024
Q1 | $938K | Buy |
109,120
+98,998
| +978% | +$851K | 0.08% | 132 |
|
|
2023
Q4 | $835K | Sell |
10,122
-127
| -1% | -$10.5K | 0.09% | 133 |
|
|
2023
Q3 | $787K | Sell |
10,249
-9
| -0.1% | -$691 | 0.16% | 106 |
|
|
2023
Q2 | $716K | Sell |
10,258
-493
| -5% | -$34.4K | 0.15% | 120 |
|
|
2023
Q1 | $694K | Buy |
10,751
+172
| +2% | +$11.1K | 0.16% | 114 |
|
|
2022
Q4 | $761K | Sell |
10,579
-192
| -2% | -$13.8K | 0.2% | 102 |
|
|
2022
Q3 | $605K | Sell |
10,771
-493
| -4% | -$27.7K | 0.26% | 110 |
|
|
2022
Q2 | $705K | Buy |
11,264
+208
| +2% | +$13K | 0.31% | 109 |
|
|
2022
Q1 | $711K | Sell |
11,056
-1,293
| -10% | -$83.2K | 0.26% | 107 |
|
|
2021
Q4 | $721K | Buy |
+12,349
| New | +$721K | 0.23% | 105 |
|