Integrated Wealth Concepts’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Sell |
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|
2025
Q1 | $3.58M | Sell |
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|
2024
Q4 | $3.76M | Sell |
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|
2024
Q3 | $4.39M | Buy |
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|
2024
Q2 | $2.26M | Buy |
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|
2024
Q1 | $2.13M | Sell |
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|
2023
Q4 | $2.12M | Sell |
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|
2023
Q3 | $2.03M | Buy |
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|
2023
Q2 | $1.6M | Buy |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | $674K | Sell |
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|
2022
Q3 | $952K | Buy |
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|
2022
Q2 | $571K | Sell |
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|
2022
Q1 | $673K | Buy |
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|
2021
Q4 | $561K | Sell |
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|
2021
Q3 | $515K | Buy |
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|
2021
Q2 | $470K | Buy |
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|
2021
Q1 | $416K | Buy |
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|
2020
Q4 | $301K | Buy |
|