GeoWealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Sell |
5,616
-531
| -9% | -$56K | 0.02% | 366 |
|
|
2025
Q1 | $683K | Sell |
6,147
-1,243
| -17% | -$138K | 0.03% | 363 |
|
|
2024
Q4 | $764K | Buy |
7,390
+1,793
| +32% | +$185K | 0.03% | 365 |
|
|
2024
Q3 | $626K | Sell |
5,597
-111
| -2% | -$12.4K | 0.02% | 424 |
|
|
2024
Q2 | $510K | Buy |
5,708
+996
| +21% | +$89K | 0.02% | 427 |
|
|
2024
Q1 | $405K | Sell |
4,712
-9,569
| -67% | -$822K | 0.02% | 494 |
|
|
2023
Q4 | $1.18M | Buy |
+14,281
| New | +$1.18M | 0.1% | 194 |
|
|
2023
Q3 | – | Sell |
-7,939
| Closed | -$554K | – | 482 |
|
|
2023
Q2 | $554K | Buy |
+7,939
| New | +$554K | 0.06% | 161 |
|