Householder Group Estate & Retirement Specialist’s Aflac AFL Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$634K	Sell	6,137 -634	-9%	-$69.1K	0.47%	35
2024 Q3	$757K	Sell	6,771 -152	-2%	-$15.4K	0.22%	96
2024 Q2	$618K	Sell	6,923 -200	-3%	-$17.2K	0.17%	112
2024 Q1	$612K	Hold	7,123	–	–	0.18%	112
2023 Q4	$587K	Sell	7,123 -211	-3%	-$17K	0.19%	102
2023 Q3	$563K	Buy	+7,334	New	+$544K	0.2%	97
2023 Q1	$488K	Sell	7,556 -315	-4%	-$21.6K	0.19%	108
2022 Q4	$566K	Sell	7,871 -600	-7%	-$40.2K	0.84%	24
2022 Q3	$476K	Buy	8,471 +621	+8%	+$36.5K	0.2%	113
2022 Q2	$434K	Buy	7,850 +58	+0.7%	+$3.42K	0.19%	127
2022 Q1	$502K	Buy	7,792 +30	+0.4%	+$1.88K	0.2%	119
2021 Q4	$453K	Buy	+7,762	New	+$435K	0.17%	135

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AFL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Aflac (AFL) stake by 9.4% in Q4 2024, selling an estimated $69.1K and leaving 6,137 shares worth $634K. The position accounts for 0.47% of the portfolio, ranked #35.

Householder Group Estate & Retirement Specialist first reported a position in AFL in Q4 2021 and has held it in 12 quarters since. The position peaked at $757K in Q3 2024. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

Householder Group Estate & Retirement Specialist held 6,137 shares of Aflac worth $634K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 634 Aflac shares in Q4 2024, an estimated $69.1K.
Aflac made up 0.47% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #35 holding.
Householder Group Estate & Retirement Specialist first reported a position in Aflac in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's Aflac position peaked at $757K in Q3 2024.
1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.