Heritage Wealth Management (Ohio)’s Aflac AFL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$519K	Sell	4,923 -525	-10%	-$55.4K	0.17%	135
2025 Q1	$606K	Sell	5,448 -570	-9%	-$63.4K	0.21%	116
2024 Q4	$623K	Sell	6,018 -30	-0.5%	-$3.1K	0.21%	116
2024 Q3	$676K	Sell	6,048 -150	-2%	-$16.8K	0.22%	116
2024 Q2	$552K	Buy	+6,198	New	+$552K	0.19%	122