Congress Wealth Management’s Aflac AFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.8M Buy
2025
Q1
$8.78M Sell
2024
Q4
$8.29M Sell
2024
Q3
$18.8M Buy
2024
Q2
$9.99M Buy
2024
Q1
Sell
2023
Q4
$251K Buy
2023
Q3
$206K Buy
2023
Q1
Sell
2022
Q4
$205K Buy