JGP Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.37M | Sell |
79,392
-106
| -0.1% | -$11.2K | 1.01% | 29 |
|
2025
Q1 | $8.84M | Sell |
79,498
-23,225
| -23% | -$2.58M | 1.16% | 29 |
|
2024
Q4 | $10.6M | Buy |
102,723
+1,452
| +1% | +$150K | 1.37% | 25 |
|
2024
Q3 | $11.3M | Sell |
101,271
-290
| -0.3% | -$32.4K | 1.46% | 25 |
|
2024
Q2 | $9.07M | Buy |
101,561
+1,024
| +1% | +$91.5K | 1.29% | 33 |
|
2024
Q1 | $8.63M | Sell |
100,537
-7,464
| -7% | -$641K | 1.25% | 36 |
|
2023
Q4 | $8.91M | Buy |
108,001
+5,060
| +5% | +$417K | 1.32% | 33 |
|
2023
Q3 | $7.9M | Buy |
102,941
+1,779
| +2% | +$137K | 1.33% | 31 |
|
2023
Q2 | $7.06M | Buy |
101,162
+2,526
| +3% | +$176K | 1.15% | 36 |
|
2023
Q1 | $6.36M | Buy |
98,636
+3,009
| +3% | +$194K | 1.12% | 37 |
|
2022
Q4 | $6.88M | Buy |
95,627
+2,351
| +3% | +$169K | 1.26% | 38 |
|
2022
Q3 | $5.38M | Buy |
93,276
+926
| +1% | +$53.4K | 1.13% | 38 |
|
2022
Q2 | $5.17M | Buy |
92,350
+1,445
| +2% | +$80.8K | 1.04% | 40 |
|
2022
Q1 | $5.96M | Sell |
90,905
-29,049
| -24% | -$1.9M | 1.1% | 39 |
|
2021
Q4 | $7.21M | Buy |
119,954
+3,932
| +3% | +$236K | 1.34% | 30 |
|
2021
Q3 | $6.05M | Buy |
116,022
+867
| +0.8% | +$45.2K | 1.31% | 30 |
|
2021
Q2 | $6.18M | Sell |
115,155
-1,988
| -2% | -$107K | 1.33% | 32 |
|
2021
Q1 | $6M | Buy |
117,143
+2,083
| +2% | +$107K | 1.34% | 25 |
|
2020
Q4 | $5.26M | Buy |
115,060
+7,183
| +7% | +$329K | 1.22% | 30 |
|
2020
Q3 | $4.09M | Buy |
107,877
+9,390
| +10% | +$356K | 1.09% | 35 |
|
2020
Q2 | $3.49M | Buy |
98,487
+11,090
| +13% | +$393K | 1.03% | 39 |
|
2020
Q1 | $3.3M | Buy |
87,397
+4,959
| +6% | +$187K | 1.17% | 34 |
|
2019
Q4 | $4.36M | Buy |
82,438
+10,198
| +14% | +$539K | 1.29% | 31 |
|
2019
Q3 | $3.65M | Buy |
72,240
+1,486
| +2% | +$75.2K | 1.27% | 34 |
|
2019
Q2 | $3.88M | Buy |
70,754
+1,417
| +2% | +$77.7K | 1.37% | 31 |
|
2019
Q1 | $3.47M | Sell |
69,337
-51
| -0.1% | -$2.55K | 1.31% | 33 |
|
2018
Q4 | $3.16M | Buy |
69,388
+1,765
| +3% | +$80.4K | 1.31% | 30 |
|
2018
Q3 | $3.18M | Buy |
67,623
+810
| +1% | +$38.1K | 1.27% | 33 |
|
2018
Q2 | $2.87M | Buy |
+66,813
| New | +$2.87M | 1.2% | 37 |
|