Dowling & Yahnke’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.73M | Sell |
30,827
-295
| -0.9% | -$17.4K | 0.08% | 189 |
|
|
2022
Q2 | $1.72M | Sell |
31,122
-220
| -0.7% | -$13K | 0.08% | 188 |
|
|
2022
Q1 | $2.02M | Sell |
31,342
-857
| -3% | -$53.7K | 0.09% | 180 |
|
|
2021
Q4 | $1.88M | Sell |
32,199
-1,815
| -5% | -$102K | 0.09% | 177 |
|
|
2021
Q3 | $1.77M | Sell |
34,014
-1,317
| -4% | -$72K | 0.1% | 176 |
|
|
2021
Q2 | $1.9M | Sell |
35,331
-2,009
| -5% | -$110K | 0.11% | 169 |
|
|
2021
Q1 | $1.91M | Sell |
37,340
-1,855
| -5% | -$89K | 0.13% | 159 |
|
|
2020
Q4 | $1.74M | Sell |
39,195
-674
| -2% | -$27.6K | 0.12% | 157 |
|
|
2020
Q3 | $1.45M | Sell |
39,869
-2,353
| -6% | -$85.7K | 0.12% | 162 |
|
|
2020
Q2 | $1.52M | Sell |
42,222
-310
| -0.7% | -$11.2K | 0.13% | 162 |
|
|
2020
Q1 | $1.46M | Sell |
42,532
-6,124
| -13% | -$280K | 0.14% | 154 |
|
|
2019
Q4 | $2.57M | Sell |
48,656
-445
| -0.9% | -$23.6K | 0.2% | 131 |
|
|
2019
Q3 | $2.57M | Sell |
49,101
-850
| -2% | -$44.9K | 0.21% | 124 |
|
|
2019
Q2 | $2.74M | Buy |
+49,951
| New | +$2.58M | 0.23% | 121 |
|
|
2018
Q4 | – | Sell |
-50,280
| Closed | -$2.37M | – | 253 |
|
|
2018
Q3 | $2.37M | Sell |
50,280
-665
| -1% | -$30.4K | 0.21% | 134 |
|
|
2018
Q2 | $2.19M | Buy |
50,945
+950
| +2% | +$42.7K | 0.2% | 134 |
|
|
2018
Q1 | $2.19M | Buy |
49,995
+1,665
| +3% | +$73.7K | 0.2% | 132 |
|
|
2017
Q4 | $2.12M | Sell |
48,330
-2,224
| -4% | -$94.9K | 0.19% | 138 |
|
|
2017
Q3 | $2.06M | Sell |
50,554
-930
| -2% | -$37.4K | 0.21% | 134 |
|
|
2017
Q2 | $2M | Buy |
51,484
+556
| +1% | +$20.9K | 0.21% | 130 |
|
|
2017
Q1 | $1.84M | Buy |
50,928
+180
| +0.4% | +$6.38K | 0.2% | 138 |
|
|
2016
Q4 | $1.77M | Sell |
50,748
-3,922
| -7% | -$138K | 0.2% | 133 |
|
|
2016
Q3 | $1.97M | Sell |
54,670
-1,890
| -3% | -$68.8K | 0.23% | 124 |
|
|
2016
Q2 | $2.04M | Buy |
56,560
+742
| +1% | +$25.3K | 0.25% | 117 |
|
|
2016
Q1 | $1.76M | Buy |
55,818
+3,948
| +8% | +$117K | 0.22% | 122 |
|
|
2015
Q4 | $1.55M | Sell |
51,870
-4,250
| -8% | -$132K | 0.2% | 126 |
|
|
2015
Q3 | $1.63M | Sell |
56,120
-218
| -0.4% | -$6.6K | 0.22% | 119 |
|
|
2015
Q2 | $1.75M | Sell |
56,338
-52
| -0.1% | -$1.65K | 0.22% | 121 |
|
|
2015
Q1 | $1.8M | Sell |
56,390
-3,952
| -7% | -$121K | 0.23% | 120 |
|
|
2014
Q4 | $1.84M | Sell |
60,342
-972
| -2% | -$28.7K | 0.23% | 122 |
|
|
2014
Q3 | $1.79M | Sell |
61,314
-230
| -0.4% | -$7K | 0.24% | 117 |
|
|
2014
Q2 | $1.92M | Sell |
61,544
-530
| -0.9% | -$16.5K | 0.25% | 115 |
|
|
2014
Q1 | $1.96M | Sell |
62,074
-170
| -0.3% | -$5.4K | 0.26% | 111 |
|
|
2013
Q4 | $2.08M | Sell |
62,244
-140
| -0.2% | -$4.59K | 0.29% | 104 |
|
|
2013
Q3 | $1.93M | Buy |
62,384
+1,636
| +3% | +$49.3K | 0.3% | 103 |
|
|
2013
Q2 | $1.76M | Buy |
+60,748
| New | +$1.65M | 0.29% | 105 |
|
Other funds holding AFL
JPH
Dowling & Yahnke's AFL Position: Q3 2022 in Review
Dowling & Yahnke reduced its Aflac (AFL) stake by 0.95% in Q3 2022, selling an estimated $17.4K and leaving 30,827 shares worth $1.73M. The position accounts for 0.08% of the portfolio, ranked #189.
Dowling & Yahnke first reported a position in AFL in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.74M in Q2 2019. 1,183 funds tracked by Wall St. Rank hold AFL as of Q3 2022.
- Dowling & Yahnke held 30,827 shares of Aflac worth $1.73M as of Q3 2022.
- Dowling & Yahnke sold 295 Aflac shares in Q3 2022, an estimated $17.4K.
- Aflac made up 0.08% of Dowling & Yahnke's portfolio in Q3 2022, its #189 holding.
- Dowling & Yahnke first reported a position in Aflac in Q2 2013 and has held it in 36 quarters since.
- Dowling & Yahnke's Aflac position peaked at $2.74M in Q2 2019.
- 1,183 funds tracked by Wall St. Rank held Aflac as of Q3 2022.
Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.