Heritage Trust’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
21,004
-642
| -3% | -$67.7K | 0.26% | 96 |
|
|
2025
Q1 | $2.41M | Buy |
21,646
+171
| +0.8% | +$19K | 0.29% | 91 |
|
|
2024
Q4 | $2.22M | Buy |
+21,475
| New | +$2.22M | 0.26% | 96 |
|
|
2024
Q2 | $1.83M | Buy |
20,447
+975
| +5% | +$87.1K | 0.24% | 102 |
|
|
2024
Q1 | $1.67M | Sell |
19,472
-28
| -0.1% | -$2.4K | 0.22% | 111 |
|
|
2023
Q4 | $1.61M | Hold |
19,500
| – | – | 0.23% | 108 |
|
|
2023
Q3 | $1.5M | Sell |
19,500
-17
| -0.1% | -$1.31K | 0.23% | 102 |
|
|
2023
Q2 | $1.36M | Buy |
19,517
+525
| +3% | +$36.6K | 0.2% | 112 |
|
|
2023
Q1 | $1.23M | Buy |
18,992
+148
| +0.8% | +$9.55K | 0.19% | 115 |
|
|
2022
Q4 | $1.36M | Buy |
18,844
+812
| +5% | +$58.4K | 0.22% | 110 |
|
|
2022
Q3 | $1.01M | Sell |
18,032
-25
| -0.1% | -$1.4K | 0.18% | 123 |
|
|
2022
Q2 | $999K | Sell |
18,057
-677
| -4% | -$37.5K | 0.16% | 127 |
|
|
2022
Q1 | $1.21M | Sell |
18,734
-277
| -1% | -$17.8K | 0.17% | 126 |
|
|
2021
Q4 | $1.11M | Sell |
19,011
-198
| -1% | -$11.6K | 0.14% | 131 |
|
|
2021
Q3 | $1M | Sell |
19,209
-269
| -1% | -$14K | 0.14% | 130 |
|
|
2021
Q2 | $1.05M | Sell |
19,478
-553
| -3% | -$29.7K | 0.15% | 128 |
|
|
2021
Q1 | $1.03M | Sell |
20,031
-344
| -2% | -$17.6K | 0.16% | 125 |
|
|
2020
Q4 | $906K | Sell |
20,375
-232
| -1% | -$10.3K | 0.15% | 128 |
|
|
2020
Q3 | $749K | Sell |
20,607
-272
| -1% | -$9.89K | 0.14% | 123 |
|
|
2020
Q2 | $752K | Sell |
20,879
-10
| -0% | -$360 | 0.15% | 126 |
|
|
2020
Q1 | $715K | Sell |
20,889
-177
| -0.8% | -$6.06K | 0.18% | 108 |
|
|
2019
Q4 | $1.11M | Sell |
21,066
-756
| -3% | -$40K | 0.22% | 97 |
|
|
2019
Q3 | $1.14M | Sell |
21,822
-320
| -1% | -$16.7K | 0.25% | 91 |
|
|
2019
Q2 | $1.21M | Sell |
22,142
-380
| -2% | -$20.8K | 0.27% | 84 |
|
|
2019
Q1 | $1.13M | Buy |
+22,522
| New | +$1.13M | 0.26% | 89 |
|