Kingswood Wealth Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Buy |
8,562
+1,897
| +28% | +$200K | 0.07% | 281 |
|
|
2025
Q1 | $742K | Sell |
6,665
-1,046
| -14% | -$117K | 0.07% | 311 |
|
|
2024
Q4 | $798K | Sell |
7,711
-4,467
| -37% | -$462K | 0.06% | 319 |
|
|
2024
Q3 | $1.36M | Buy |
12,178
+6,634
| +120% | +$741K | 0.1% | 236 |
|
|
2024
Q2 | $495K | Sell |
5,544
-1,262
| -19% | -$113K | 0.04% | 393 |
|
|
2024
Q1 | $584K | Buy |
6,806
+4,205
| +162% | +$361K | 0.07% | 309 |
|
|
2023
Q4 | $215K | Buy |
+2,601
| New | +$215K | 0.02% | 565 |
|