Exencial 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 | $1.17M | Buy |
11,055
+126
| +1% | +$13.3K | 0.04% | 266 |
|
|
2025
Q1 | $1.22M | Buy |
10,929
+77
| +0.7% | +$8.56K | 0.05% | 265 |
|
|
2024
Q4 | $1.12M | Sell |
10,852
-76
| -0.7% | -$7.86K | 0.04% | 266 |
|
|
2024
Q3 | $1.22M | Sell |
10,928
-2,748
| -20% | -$307K | 0.04% | 255 |
|
|
2024
Q2 | $1.22M | Buy |
13,676
+2,663
| +24% | +$238K | 0.05% | 245 |
|
|
2024
Q1 | $946K | Sell |
11,013
-1,366
| -11% | -$117K | 0.04% | 280 |
|
|
2023
Q4 | $1.02M | Buy |
12,379
+499
| +4% | +$41.2K | 0.04% | 260 |
|
|
2023
Q3 | $912K | Sell |
11,880
-857
| -7% | -$65.8K | 0.04% | 238 |
|
|
2023
Q2 | $889K | Sell |
12,737
-571
| -4% | -$39.9K | 0.04% | 242 |
|
|
2023
Q1 | $859K | Sell |
13,308
-398
| -3% | -$25.7K | 0.04% | 229 |
|
|
2022
Q4 | $986K | Sell |
13,706
-25
| -0.2% | -$1.8K | 0.05% | 217 |
|
|
2022
Q3 | $772K | Sell |
13,731
-168
| -1% | -$9.45K | 0.05% | 229 |
|
|
2022
Q2 | $769K | Sell |
13,899
-960
| -6% | -$53.1K | 0.04% | 238 |
|
|
2022
Q1 | $957K | Sell |
14,859
-1,658
| -10% | -$107K | 0.05% | 234 |
|
|
2021
Q4 | $964K | Buy |
16,517
+790
| +5% | +$46.1K | 0.05% | 234 |
|
|
2021
Q3 | $820K | Buy |
15,727
+3,191
| +25% | +$166K | 0.04% | 204 |
|
|
2021
Q2 | $673K | Sell |
12,536
-2,414
| -16% | -$130K | 0.04% | 276 |
|
|
2021
Q1 | $765K | Sell |
14,950
-1,662
| -10% | -$85K | 0.05% | 235 |
|
|
2020
Q4 | $739K | Sell |
16,612
-17,098
| -51% | -$761K | 0.05% | 215 |
|
|
2020
Q3 | $1.23M | Buy |
33,710
+15,083
| +81% | +$549K | 0.07% | 191 |
|
|
2020
Q2 | $671K | Buy |
+18,627
| New | +$671K | 0.06% | 200 |
|