EP Wealth Advisors’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 | $1.91M | Buy |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $349K | Buy |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $350K | Hold |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q4 | $217K | Buy |
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