Howe & Rusling’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Buy |
7,947
+276
| +4% | +$29.1K | 0.06% | 135 |
|
|
2025
Q1 | $853K | Buy |
7,671
+80
| +1% | +$8.9K | 0.07% | 125 |
|
|
2024
Q4 | $785K | Hold |
7,591
| – | – | 0.07% | 122 |
|
|
2024
Q3 | $849K | Hold |
7,591
| – | – | 0.07% | 124 |
|
|
2024
Q2 | $678K | Hold |
7,591
| – | – | 0.06% | 129 |
|
|
2024
Q1 | $652K | Sell |
7,591
-15
| -0.2% | -$1.29K | 0.06% | 129 |
|
|
2023
Q4 | $627K | Sell |
7,606
-11
| -0.1% | -$908 | 0.07% | 124 |
|
|
2023
Q3 | $585K | Sell |
7,617
-3
| -0% | -$230 | 0.07% | 125 |
|
|
2023
Q2 | $532K | Hold |
7,620
| – | – | 0.06% | 130 |
|
|
2023
Q1 | $492K | Buy |
7,620
+3
| +0% | +$194 | 0.06% | 136 |
|
|
2022
Q4 | $548K | Hold |
7,617
| – | – | 0.07% | 123 |
|
|
2022
Q3 | $428K | Buy |
7,617
+7
| +0.1% | +$393 | 0.06% | 134 |
|
|
2022
Q2 | $421K | Buy |
7,610
+6,994
| +1,135% | +$387K | 0.05% | 134 |
|
|
2022
Q1 | $40K | Sell |
616
-5
| -0.8% | -$325 | ﹤0.01% | 336 |
|
|
2021
Q4 | $36K | Sell |
621
-1
| -0.2% | -$58 | ﹤0.01% | 356 |
|
|
2021
Q3 | $32K | Buy |
622
+1
| +0.2% | +$51 | ﹤0.01% | 353 |
|
|
2021
Q2 | $33K | Hold |
621
| – | – | ﹤0.01% | 334 |
|
|
2021
Q1 | $32K | Hold |
621
| – | – | ﹤0.01% | 333 |
|
|
2020
Q4 | $28K | Buy |
621
+582
| +1,492% | +$26.2K | ﹤0.01% | 337 |
|
|
2020
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 754 |
|
|
2020
Q2 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 716 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$10K | – | 829 |
|
|
2019
Q3 | $10K | Buy |
200
+135
| +208% | +$6.75K | ﹤0.01% | 461 |
|
|
2019
Q2 | $4K | Buy |
65
+42
| +183% | +$2.59K | ﹤0.01% | 554 |
|
|
2019
Q1 | $1K | Sell |
23
-485
| -95% | -$21.1K | ﹤0.01% | 711 |
|
|
2018
Q4 | $23K | Buy |
508
+28
| +6% | +$1.27K | ﹤0.01% | 329 |
|
|
2018
Q3 | $23K | Hold |
480
| – | – | ﹤0.01% | 374 |
|
|
2018
Q2 | $21K | Hold |
480
| – | – | ﹤0.01% | 352 |
|
|
2018
Q1 | $21K | Hold |
480
| – | – | ﹤0.01% | 383 |
|
|
2017
Q4 | $21K | Hold |
480
| – | – | ﹤0.01% | 384 |
|
|
2017
Q3 | $20K | Hold |
480
| – | – | ﹤0.01% | 383 |
|
|
2017
Q2 | $19K | Sell |
480
-178
| -27% | -$7.05K | ﹤0.01% | 378 |
|
|
2017
Q1 | $24K | Hold |
658
| – | – | ﹤0.01% | 339 |
|
|
2016
Q4 | $23K | Sell |
658
-70
| -10% | -$2.45K | 0.01% | 342 |
|
|
2016
Q3 | $26K | Buy |
728
+178
| +32% | +$6.36K | 0.01% | 326 |
|
|
2016
Q2 | $20K | Sell |
550
-1,100
| -67% | -$40K | ﹤0.01% | 344 |
|
|
2016
Q1 | $52K | Hold |
1,650
| – | – | 0.01% | 269 |
|
|
2015
Q4 | $49K | Sell |
1,650
-5,530
| -77% | -$164K | 0.01% | 271 |
|
|
2015
Q3 | $209K | Hold |
7,180
| – | – | 0.05% | 150 |
|
|
2015
Q2 | $223K | Buy |
7,180
+400
| +6% | +$12.4K | 0.05% | 156 |
|
|
2015
Q1 | $217K | Sell |
6,780
-80
| -1% | -$2.56K | 0.05% | 151 |
|
|
2014
Q4 | $210K | Sell |
6,860
-2,600
| -27% | -$79.6K | 0.05% | 146 |
|
|
2014
Q3 | $276K | Buy |
+9,460
| New | +$276K | 0.06% | 133 |
|
|
2014
Q2 | – | Sell |
-10,670
| Closed | -$336K | – | 817 |
|
|
2014
Q1 | $336K | Sell |
10,670
-144,898
| -93% | -$4.56M | 0.08% | 120 |
|
|
2013
Q4 | $5.2M | Buy |
155,568
+57,166
| +58% | +$1.91M | 1.31% | 28 |
|
|
2013
Q3 | $3.06M | Sell |
98,402
-46,142
| -32% | -$1.44M | 1.12% | 28 |
|
|
2013
Q2 | $4.2M | Buy |
+144,544
| New | +$4.2M | 1.17% | 31 |
|