Invictus Private Wealth’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
3,298
-504
| -13% | -$53.2K | 0.02% | 63 |
|
|
2025
Q1 | $423K | Sell |
3,802
-130
| -3% | -$14.5K | 0.03% | 60 |
|
|
2024
Q4 | $407K | Sell |
3,932
-499
| -11% | -$51.6K | 0.03% | 62 |
|
|
2024
Q3 | $495K | Sell |
4,431
-240
| -5% | -$26.8K | 0.04% | 59 |
|
|
2024
Q2 | $417K | Sell |
4,671
-284
| -6% | -$25.4K | 0.04% | 61 |
|
|
2024
Q1 | $425K | Sell |
4,955
-182
| -4% | -$15.6K | 0.04% | 59 |
|
|
2023
Q4 | $424K | Sell |
5,137
-89
| -2% | -$7.34K | 0.04% | 61 |
|
|
2023
Q3 | $401K | Sell |
5,226
-3
| -0.1% | -$230 | 0.04% | 60 |
|
|
2023
Q2 | $365K | Hold |
5,229
| – | – | 0.04% | 70 |
|
|
2023
Q1 | $337K | Hold |
5,229
| – | – | 0.04% | 66 |
|
|
2022
Q4 | $376K | Buy |
+5,229
| New | +$376K | 0.05% | 58 |
|