Goepper Burkhardt’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
10,066
| – | – | 0.39% | 31 |
|
|
2025
Q1 | $1.12M | Hold |
10,066
| – | – | 0.45% | 29 |
|
|
2024
Q4 | $1.04M | Sell |
10,066
-323
| -3% | -$33.4K | 0.42% | 32 |
|
|
2024
Q3 | $1.16M | Hold |
10,389
| – | – | 0.48% | 30 |
|
|
2024
Q2 | $928K | Hold |
10,389
| – | – | 0.42% | 33 |
|
|
2024
Q1 | $894K | Hold |
10,389
| – | – | 0.42% | 33 |
|
|
2023
Q4 | $813K | Sell |
10,389
-45
| -0.4% | -$3.52K | 0.4% | 30 |
|
|
2023
Q3 | $801K | Hold |
10,434
| – | – | 0.49% | 27 |
|
|
2023
Q2 | $728K | Sell |
10,434
-3,665
| -26% | -$256K | 0.44% | 27 |
|
|
2023
Q1 | $910K | Sell |
14,099
-4,000
| -22% | -$258K | 0.6% | 26 |
|
|
2022
Q4 | $1.3M | Buy |
18,099
+123
| +0.7% | +$8.85K | 0.91% | 20 |
|
|
2022
Q3 | $1.01M | Hold |
17,976
| – | – | 0.75% | 20 |
|
|
2022
Q2 | $995K | Hold |
17,976
| – | – | 0.7% | 21 |
|
|
2022
Q1 | $1.16M | Hold |
17,976
| – | – | 0.7% | 21 |
|
|
2021
Q4 | $1.05M | Buy |
17,976
+2,645
| +17% | +$154K | 0.62% | 22 |
|
|
2021
Q3 | $799K | Hold |
15,331
| – | – | 0.51% | 26 |
|
|
2021
Q2 | $823K | Hold |
15,331
| – | – | 0.52% | 26 |
|
|
2021
Q1 | $785K | Hold |
15,331
| – | – | 0.53% | 26 |
|
|
2020
Q4 | $682K | Buy |
+15,331
| New | +$682K | 0.49% | 29 |
|