Kovitz Investment Group Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Buy |
64,498
+1,696
| +3% | +$179K | 0.03% | 384 |
|
|
2025
Q1 | $6.98M | Sell |
62,802
-8,613
| -12% | -$958K | 0.04% | 341 |
|
|
2024
Q4 | $7.39M | Buy |
71,415
+684
| +1% | +$70.8K | 0.04% | 326 |
|
|
2024
Q3 | $7.22M | Buy |
70,731
+49,829
| +238% | +$5.09M | 0.05% | 284 |
|
|
2024
Q2 | $1.87M | Buy |
20,902
+14,902
| +248% | +$1.33M | 0.02% | 440 |
|
|
2024
Q1 | $515K | Buy |
+6,000
| New | +$515K | 0.01% | 499 |
|