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Evanson Asset Management’s Aflac AFL Stock Holding History

Evanson Asset Management’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,966
Closed -$223K – 271
2022
Q3 		$223K Hold
3,966
– – 0.03% 234
2022
Q2 		$219K Hold
3,966
– – 0.02% 237
2022
Q1 		$255K Hold
3,966
– – 0.02% 244
2021
Q4 		$232K Hold
3,966
– – 0.02% 262
2021
Q3 		$212K Hold
3,966
– – 0.02% 266
2021
Q2 		$213K Hold
3,966
– – 0.02% 257
2021
Q1 		$203K Buy
+3,966
New +$190K 0.03% 263
2020
Q1 		– Sell
-4,166
Closed -$220K – 221
2019
Q4 		$220K Hold
4,166
– – 0.04% 218
2019
Q3 		$218K Hold
4,166
– – 0.04% 212
2019
Q2 		$228K Hold
4,166
– – 0.05% 215
2019
Q1 		$208K Buy
+4,166
New +$201K 0.04% 221

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Geode Capital Management
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Morgan Stanley
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Northern Trust
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return