Heritage 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 |
-295
| Closed | -$30.5K | – | 578 |
|
|
2024
Q4 | $30.5K | Sell |
295
-329
| -53% | -$34K | ﹤0.01% | 354 |
|
|
2024
Q3 | $69.7K | Buy |
624
+41
| +7% | +$4.58K | ﹤0.01% | 299 |
|
|
2024
Q2 | $52.1K | Hold |
583
| – | – | ﹤0.01% | 303 |
|
|
2024
Q1 | $50K | Sell |
583
-60
| -9% | -$5.15K | ﹤0.01% | 325 |
|
|
2023
Q4 | $53K | Hold |
643
| – | – | ﹤0.01% | 330 |
|
|
2023
Q3 | $49.3K | Sell |
643
-98
| -13% | -$7.52K | ﹤0.01% | 303 |
|
|
2023
Q2 | $51.7K | Sell |
741
-40
| -5% | -$2.79K | ﹤0.01% | 321 |
|
|
2023
Q1 | $50.4K | Sell |
781
-12
| -2% | -$774 | ﹤0.01% | 322 |
|
|
2022
Q4 | $57.1K | Buy |
+793
| New | +$57.1K | ﹤0.01% | 310 |
|
|
2021
Q3 | – | Sell |
-17
| Closed | -$912 | – | 533 |
|
|
2021
Q2 | $912 | Sell |
17
-3,504
| -100% | -$188K | ﹤0.01% | 535 |
|
|
2021
Q1 | $180K | Sell |
3,521
-59
| -2% | -$3.02K | 0.01% | 214 |
|
|
2020
Q4 | $159K | Buy |
+3,580
| New | +$159K | 0.01% | 214 |
|
|
2020
Q1 | – | Sell |
-74
| Closed | -$3.92K | – | 445 |
|
|
2019
Q4 | $3.92K | Buy |
+74
| New | +$3.92K | ﹤0.01% | 460 |
|