IWA
IBEX Wealth Advisors’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
11,166
+56
| +0.5% | +$5.91K | 0.13% | 96 |
|
|
2025
Q1 | $1.24M | Buy |
11,110
+389
| +4% | +$43.3K | 0.16% | 96 |
|
|
2024
Q4 | $1.11M | Sell |
10,721
-24,277
| -69% | -$2.51M | 0.13% | 111 |
|
|
2024
Q3 | $5.74M | Buy |
34,998
+24,704
| +240% | +$4.05M | 1.57% | 22 |
|
|
2024
Q2 | $919K | Buy |
10,294
+1,395
| +16% | +$125K | 0.14% | 80 |
|
|
2024
Q1 | $640K | Buy |
8,899
+8,890
| +98,778% | +$639K | 0.17% | 73 |
|
|
2023
Q4 | $784 | Sell |
9
-8,011
| -100% | -$698K | 0.17% | 66 |
|
|
2023
Q3 | $616K | Buy |
+8,020
| New | +$616K | 0.16% | 72 |
|
|
2023
Q1 | $547K | Sell |
8,472
-427
| -5% | -$27.6K | 0.14% | 82 |
|
|
2022
Q4 | $640K | Buy |
+8,899
| New | +$640K | 0.14% | 106 |
|
|
2017
Q1 | – | Sell |
-80
| Closed | -$6K | – | 84 |
|
|
2016
Q4 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 347 |
|