EP Wealth 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 | $1.91M | Buy |
18,103
+1,138
| +7% | +$120K | 0.01% | 425 |
|
|
2025
Q1 | $1.89M | Buy |
16,965
+288
| +2% | +$32K | 0.02% | 380 |
|
|
2024
Q4 | $1.73M | Buy |
16,677
+2,433
| +17% | +$252K | 0.01% | 381 |
|
|
2024
Q3 | $1.59M | Buy |
14,244
+8,552
| +150% | +$956K | 0.01% | 401 |
|
|
2024
Q2 | $508K | Buy |
5,692
+1,394
| +32% | +$125K | 0.01% | 529 |
|
|
2024
Q1 | $369K | Buy |
4,298
+67
| +2% | +$5.75K | ﹤0.01% | 576 |
|
|
2023
Q4 | $349K | Buy |
4,231
+120
| +3% | +$9.9K | ﹤0.01% | 575 |
|
|
2023
Q3 | $316K | Buy |
4,111
+181
| +5% | +$13.9K | ﹤0.01% | 551 |
|
|
2023
Q2 | $350K | Hold |
3,930
| – | – | 0.01% | 533 |
|
|
2023
Q1 | $254K | Buy |
3,930
+909
| +30% | +$58.6K | ﹤0.01% | 525 |
|
|
2022
Q4 | $217K | Buy |
+3,021
| New | +$217K | ﹤0.01% | 532 |
|