IAA
FLO icon

Independent Advisor Alliance’s Flowers Foods FLO Stock Holding History

Independent Advisor Alliance’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,566
Closed -$296K – 905
2025
Q1 		$296K Buy
15,566
+7
+0% +$134 0.01% 660
2024
Q4 		$321K Buy
15,559
+2,202
+16% +$48.4K ﹤0.01% 1113
2024
Q3 		$308K Buy
13,357
+1,063
+9% +$24.1K 0.01% 560
2024
Q2 		$273K Buy
12,294
+2,031
+20% +$48.1K 0.01% 592
2024
Q1 		$244K Sell
10,263
-1,031
-9% -$23.5K 0.01% 616
2023
Q4 		$254K Sell
11,294
-12
-0.1% -$259 0.01% 590
2023
Q3 		$251K Sell
11,306
-64,422
-85% -$1.54M 0.01% 563
2023
Q2 		$1.88M Sell
75,728
-8,074
-10% -$214K 0.08% 205
2023
Q1 		$2.3M Buy
83,802
+1,406
+2% +$38.8K 0.11% 172
2022
Q4 		$2.37K Buy
82,396
+2,105
+3% +$59.1K ﹤0.01% 240
2022
Q3 		$1.98M Sell
80,291
-861
-1% -$23.3K 0.12% 168
2022
Q2 		$2.14M Buy
81,152
+70,627
+671% +$1.86M 0.12% 155
2022
Q1 		$271K Sell
10,525
-4,900
-32% -$133K 0.01% 520
2021
Q4 		$424K Buy
15,425
+1,587
+11% +$41K 0.02% 432
2021
Q3 		$327K Buy
13,838
+2
+0% +$47 0.02% 473
2021
Q2 		$335K Sell
13,836
-1,129
-8% -$27.4K 0.02% 482
2021
Q1 		$356K Buy
14,965
+4,448
+42% +$101K 0.02% 449
2020
Q4 		$238K Buy
+10,517
New +$245K 0.02% 481

Other funds holding FLO

BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's FLO Position: Q2 2025 in Review

Independent Advisor Alliance sold out of Flowers Foods (FLO) in Q2 2025, closing a stake of 15,566 shares — an estimated $296K sold.

Independent Advisor Alliance first reported a position in FLO in Q4 2020 and held it in 18 quarters. The position peaked at $2.3M in Q1 2023. 419 funds tracked by Wall St. Rank hold FLO as of Q2 2025.

  • Independent Advisor Alliance reported no remaining Flowers Foods position as of Q2 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 15,566 Flowers Foods shares in Q2 2025, an estimated $296K.
  • Independent Advisor Alliance first reported a position in Flowers Foods in Q4 2020 and held it in 18 quarters.
  • Independent Advisor Alliance's Flowers Foods position peaked at $2.3M in Q1 2023.
  • 419 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2025.

Based on Independent Advisor Alliance's 13F filing for Q2 2025, filed 11 Aug 2025.