Forvis Mazars 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
Q1 | – | Sell |
-4,357
| Closed | -$451K | – | 389 |
|
|
2024
Q4 | $451K | Sell |
4,357
-22
| -0.5% | -$2.28K | 0.01% | 319 |
|
|
2024
Q3 | $490K | Buy |
+4,379
| New | +$490K | 0.01% | 317 |
|
|
2023
Q3 | – | Sell |
-3,863
| Closed | -$270K | – | 386 |
|
|
2023
Q2 | $270K | Sell |
3,863
-26
| -0.7% | -$1.82K | 0.01% | 368 |
|
|
2023
Q1 | $251K | Buy |
+3,889
| New | +$251K | 0.01% | 364 |
|
|
2022
Q4 | – | Sell |
-3,694
| Closed | -$207K | – | 388 |
|
|
2022
Q3 | $207K | Sell |
3,694
-1,231
| -25% | -$69K | 0.01% | 368 |
|
|
2022
Q2 | $272K | Buy |
4,925
+36
| +0.7% | +$1.99K | 0.01% | 334 |
|
|
2022
Q1 | $315K | Buy |
4,889
+998
| +26% | +$64.3K | 0.01% | 237 |
|
|
2021
Q4 | $227K | Sell |
3,891
-280
| -7% | -$16.3K | 0.01% | 268 |
|
|
2021
Q3 | $217K | Sell |
4,171
-19
| -0.5% | -$988 | 0.01% | 260 |
|
|
2021
Q2 | $225K | Sell |
4,190
-1,103
| -21% | -$59.2K | 0.01% | 245 |
|
|
2021
Q1 | $271K | Sell |
5,293
-2,140
| -29% | -$110K | 0.01% | 240 |
|
|
2020
Q4 | $331K | Buy |
7,433
+1,132
| +18% | +$50.4K | 0.02% | 276 |
|
|
2020
Q3 | $229K | Sell |
6,301
-77
| -1% | -$2.8K | 0.01% | 295 |
|
|
2020
Q2 | $230K | Buy |
6,378
+435
| +7% | +$15.7K | 0.01% | 283 |
|
|
2020
Q1 | $203K | Buy |
5,943
+52
| +0.9% | +$1.78K | 0.02% | 272 |
|
|
2019
Q4 | $312K | Buy |
5,891
+321
| +6% | +$17K | 0.02% | 237 |
|
|
2019
Q3 | $291K | Sell |
5,570
-36
| -0.6% | -$1.88K | 0.02% | 224 |
|
|
2019
Q2 | $307K | Sell |
5,606
-36
| -0.6% | -$1.97K | 0.02% | 218 |
|
|
2019
Q1 | $282K | Buy |
5,642
+94
| +2% | +$4.7K | 0.02% | 213 |
|
|
2018
Q4 | $253K | Sell |
5,548
-98
| -2% | -$4.47K | 0.03% | 196 |
|
|
2018
Q3 | $266K | Hold |
5,646
| – | – | 0.02% | 203 |
|
|
2018
Q2 | $243K | Buy |
5,646
+57
| +1% | +$2.45K | 0.02% | 208 |
|
|
2018
Q1 | $245K | Sell |
5,589
-1,207
| -18% | -$52.9K | 0.02% | 208 |
|
|
2017
Q4 | $298K | Sell |
6,796
-312
| -4% | -$13.7K | 0.03% | 203 |
|
|
2017
Q3 | $289K | Buy |
7,108
+104
| +1% | +$4.23K | 0.03% | 191 |
|
|
2017
Q2 | $272K | Sell |
7,004
-380
| -5% | -$14.8K | 0.03% | 197 |
|
|
2017
Q1 | $267K | Buy |
7,384
+68
| +0.9% | +$2.46K | 0.03% | 186 |
|
|
2016
Q4 | $255K | Sell |
7,316
-46
| -0.6% | -$1.6K | 0.03% | 175 |
|
|
2016
Q3 | $265K | Sell |
7,362
-844
| -10% | -$30.4K | 0.04% | 160 |
|
|
2016
Q2 | $296K | Sell |
8,206
-392
| -5% | -$14.1K | 0.04% | 142 |
|
|
2016
Q1 | $271K | Sell |
8,598
-58
| -0.7% | -$1.83K | 0.04% | 148 |
|
|
2015
Q4 | $259K | Buy |
8,656
+88
| +1% | +$2.63K | 0.04% | 156 |
|
|
2015
Q3 | $249K | Sell |
8,568
-280
| -3% | -$8.14K | 0.04% | 156 |
|
|
2015
Q2 | $275K | Sell |
8,848
-5,192
| -37% | -$161K | 0.04% | 145 |
|
|
2015
Q1 | $449K | Sell |
14,040
-1,334
| -9% | -$42.7K | 0.07% | 116 |
|
|
2014
Q4 | $470K | Buy |
15,374
+1,594
| +12% | +$48.7K | 0.08% | 99 |
|
|
2014
Q3 | $401K | Sell |
13,780
-1,662
| -11% | -$48.4K | 0.07% | 97 |
|
|
2014
Q2 | $481K | Sell |
15,442
-4,104
| -21% | -$128K | 0.08% | 92 |
|
|
2014
Q1 | $618K | Sell |
19,546
-2,068
| -10% | -$65.4K | 0.11% | 93 |
|
|
2013
Q4 | $722K | Sell |
21,614
-22,290
| -51% | -$745K | 0.13% | 87 |
|
|
2013
Q3 | $1.36M | Sell |
43,904
-10,778
| -20% | -$334K | 0.28% | 59 |
|
|
2013
Q2 | $1.59M | Buy |
+54,682
| New | +$1.59M | 1.26% | 31 |
|