KLWA
Kelly Lawrence W & Associates’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Sell |
47,811
-2,143
| -4% | -$226K | 1.32% | 22 |
|
|
2025
Q1 | $5.55M | Sell |
49,954
-600
| -1% | -$66.7K | 1.35% | 24 |
|
|
2024
Q4 | $5.23M | Hold |
50,554
| – | – | 1.22% | 26 |
|
|
2024
Q3 | $5.65M | Sell |
50,554
-1,426
| -3% | -$159K | 1.27% | 26 |
|
|
2024
Q2 | $4.64M | Sell |
51,980
-1,635
| -3% | -$146K | 1.06% | 28 |
|
|
2024
Q1 | $4.6M | Sell |
53,615
-1,800
| -3% | -$155K | 1.05% | 28 |
|
|
2023
Q4 | $4.57M | Sell |
55,415
-500
| -0.9% | -$41.3K | 1.1% | 28 |
|
|
2023
Q3 | $4.29M | Sell |
55,915
-125
| -0.2% | -$9.59K | 1.15% | 28 |
|
|
2023
Q2 | $3.8M | Sell |
56,040
-250
| -0.4% | -$17K | 0.98% | 29 |
|
|
2023
Q1 | $3.63M | Sell |
56,290
-800
| -1% | -$51.6K | 0.98% | 30 |
|
|
2022
Q4 | $4.11M | Sell |
57,090
-8,666
| -13% | -$623K | 1.17% | 26 |
|
|
2022
Q3 | $3.7M | Hold |
65,756
| – | – | 1.03% | 26 |
|
|
2022
Q2 | $3.64M | Sell |
65,756
-125
| -0.2% | -$6.92K | 1% | 28 |
|
|
2022
Q1 | $4.24M | Buy |
65,881
+56
| +0.1% | +$3.61K | 0.91% | 29 |
|
|
2021
Q4 | $3.84M | Sell |
65,825
-156
| -0.2% | -$9.11K | 0.76% | 30 |
|
|
2021
Q3 | $3.44M | Sell |
65,981
-194
| -0.3% | -$10.1K | 0.73% | 33 |
|
|
2021
Q2 | $3.55M | Sell |
66,175
-156
| -0.2% | -$8.37K | 0.76% | 32 |
|
|
2021
Q1 | $3.4M | Buy |
66,331
+11,188
| +20% | +$573K | 0.8% | 32 |
|
|
2020
Q4 | $2.45M | Sell |
55,143
-11,188
| -17% | -$497K | 0.97% | 27 |
|
|
2020
Q3 | $2.41M | Hold |
66,331
| – | – | 0.72% | 27 |
|
|
2020
Q2 | $2.39M | Buy |
66,331
+525
| +0.8% | +$18.9K | 0.49% | 31 |
|
|
2020
Q1 | $2.25M | Hold |
65,806
| – | – | 0.55% | 32 |
|
|
2019
Q4 | $3.48M | Hold |
65,806
| – | – | 0.55% | 36 |
|
|
2019
Q3 | $3.44M | Hold |
65,806
| – | – | 0.57% | 36 |
|
|
2019
Q2 | $3.61M | Sell |
65,806
-1,280
| -2% | -$70.2K | 0.62% | 35 |
|
|
2019
Q1 | $3.35M | Hold |
67,086
| – | – | 0.61% | 35 |
|
|
2018
Q4 | $3.06M | Sell |
67,086
-4,532
| -6% | -$207K | 0.66% | 34 |
|
|
2018
Q3 | $3.37M | Buy |
71,618
+350
| +0.5% | +$16.5K | 0.55% | 38 |
|
|
2018
Q2 | $3.07M | Sell |
71,268
-1,980
| -3% | -$85.2K | 0.56% | 39 |
|
|
2018
Q1 | $3.21M | Sell |
73,248
-27,026
| -27% | -$1.18M | 0.61% | 38 |
|
|
2017
Q4 | $8.8M | Sell |
100,274
-211
| -0.2% | -$18.5K | 1.62% | 24 |
|
|
2017
Q3 | $8.18M | Hold |
100,485
| – | – | 1.56% | 26 |
|
|
2017
Q2 | $7.81M | Hold |
100,485
| – | – | 1.54% | 27 |
|
|
2017
Q1 | $7.28M | Sell |
100,485
-700
| -0.7% | -$50.7K | 1.5% | 30 |
|
|
2016
Q4 | $7.04M | Sell |
101,185
-399
| -0.4% | -$27.8K | 1.56% | 28 |
|
|
2016
Q3 | $7.3M | Hold |
101,584
| – | – | 1.56% | 32 |
|
|
2016
Q2 | $7.33M | Sell |
101,584
-150
| -0.1% | -$10.8K | 1.69% | 30 |
|
|
2016
Q1 | $6.42M | Sell |
101,734
-450
| -0.4% | -$28.4K | 1.61% | 27 |
|
|
2015
Q4 | $6.12M | Buy |
102,184
+7,038
| +7% | +$422K | 1.38% | 31 |
|
|
2015
Q3 | $5.53M | Sell |
95,146
-4,360
| -4% | -$253K | 1.28% | 34 |
|
|
2015
Q2 | $6.19M | Buy |
99,506
+61,900
| +165% | +$3.85M | 1.23% | 34 |
|
|
2015
Q1 | $2.41M | Hold |
37,606
| – | – | 0.52% | 39 |
|
|
2014
Q4 | $2.3M | Sell |
37,606
-4,923
| -12% | -$301K | 0.48% | 40 |
|
|
2014
Q3 | $2.48M | Sell |
42,529
-2,599
| -6% | -$151K | 0.53% | 41 |
|
|
2014
Q2 | $2.81M | Sell |
45,128
-75
| -0.2% | -$4.67K | 0.6% | 40 |
|
|
2014
Q1 | $2.85M | Sell |
45,203
-1,662
| -4% | -$105K | 0.65% | 37 |
|
|
2013
Q4 | $3.13M | Sell |
46,865
-3,467
| -7% | -$232K | 0.7% | 36 |
|
|
2013
Q3 | $3.12M | Buy |
50,332
+480
| +1% | +$29.8K | 0.74% | 37 |
|
|
2013
Q2 | $2.9M | Buy |
+49,852
| New | +$2.9M | 0.74% | 37 |
|