Heritage Wealth Partners’s Aflac AFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$211K Sell
1,902
-127
-6% -$14.1K 0.32% 61
2024
Q4
$210K Buy
2,029
+9
+0.4% +$931 0.26% 65
2024
Q3
$226K Buy
+2,020
New +$226K 0.27% 62