Integrated Wealth Concepts’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Sell |
31,297
-900
| -3% | -$94.9K | 0.03% | 463 |
|
|
2025
Q1 | $3.58M | Sell |
32,197
-4,186
| -12% | -$465K | 0.04% | 400 |
|
|
2024
Q4 | $3.76M | Sell |
36,383
-2,850
| -7% | -$295K | 0.04% | 355 |
|
|
2024
Q3 | $4.39M | Buy |
39,233
+13,885
| +55% | +$1.55M | 0.05% | 319 |
|
|
2024
Q2 | $2.26M | Buy |
25,348
+523
| +2% | +$46.7K | 0.03% | 479 |
|
|
2024
Q1 | $2.13M | Sell |
24,825
-903
| -4% | -$77.5K | 0.03% | 502 |
|
|
2023
Q4 | $2.12M | Sell |
25,728
-766
| -3% | -$63.2K | 0.03% | 458 |
|
|
2023
Q3 | $2.03M | Buy |
26,494
+3,628
| +16% | +$278K | 0.04% | 446 |
|
|
2023
Q2 | $1.6M | Buy |
22,866
+7,345
| +47% | +$513K | 0.03% | 535 |
|
|
2023
Q1 | $1M | Buy |
15,521
+6,150
| +66% | +$397K | 0.02% | 620 |
|
|
2022
Q4 | $674K | Sell |
9,371
-7,573
| -45% | -$545K | 0.02% | 565 |
|
|
2022
Q3 | $952K | Buy |
16,944
+6,622
| +64% | +$372K | 0.03% | 440 |
|
|
2022
Q2 | $571K | Sell |
10,322
-133
| -1% | -$7.36K | 0.02% | 568 |
|
|
2022
Q1 | $673K | Buy |
10,455
+843
| +9% | +$54.3K | 0.02% | 498 |
|
|
2021
Q4 | $561K | Sell |
9,612
-272
| -3% | -$15.9K | 0.02% | 586 |
|
|
2021
Q3 | $515K | Buy |
9,884
+1,132
| +13% | +$59K | 0.02% | 575 |
|
|
2021
Q2 | $470K | Buy |
8,752
+622
| +8% | +$33.4K | 0.02% | 539 |
|
|
2021
Q1 | $416K | Buy |
8,130
+1,361
| +20% | +$69.6K | 0.02% | 520 |
|
|
2020
Q4 | $301K | Buy |
+6,769
| New | +$301K | 0.01% | 512 |
|