Heritage Financial Services’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Hold |
2,414
| – | – | 0.02% | 103 |
|
|
2025
Q1 | $268K | Hold |
2,414
| – | – | 0.03% | 96 |
|
|
2024
Q4 | $250K | Hold |
2,414
| – | – | 0.03% | 100 |
|
|
2024
Q3 | $270K | Hold |
2,414
| – | – | 0.04% | 87 |
|
|
2024
Q2 | $216K | Sell |
2,414
-151
| -6% | -$13.5K | 0.03% | 98 |
|
|
2024
Q1 | $220K | Buy |
+2,565
| New | +$220K | 0.03% | 96 |
|
|
2022
Q3 | – | Sell |
-2,189
| Closed | -$121K | – | 72 |
|
|
2022
Q2 | $121K | Buy |
+2,189
| New | +$121K | 0.07% | 100 |
|