Laidlaw 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 | $201K | Hold |
1,902
| – | – | 0.58% | 45 |
|
2025
Q1 | $211K | Buy |
+1,902
| New | +$211K | 0.62% | 44 |
|
2024
Q4 | – | Sell |
-1,972
| Closed | -$220K | – | 178 |
|
2024
Q3 | $220K | Buy |
+1,972
| New | +$220K | 0.11% | 158 |
|
2023
Q3 | – | Sell |
-3,660
| Closed | -$255K | – | 270 |
|
2023
Q2 | $255K | Hold |
3,660
| – | – | 0.05% | 289 |
|
2023
Q1 | $236K | Sell |
3,660
-5,725
| -61% | -$369K | 0.05% | 302 |
|
2022
Q4 | $675K | Buy |
9,385
+165
| +2% | +$11.9K | 0.14% | 161 |
|
2022
Q3 | $518K | Sell |
9,220
-1,477
| -14% | -$83K | 0.12% | 173 |
|
2022
Q2 | $592K | Sell |
10,697
-1,084
| -9% | -$60K | 0.12% | 180 |
|
2022
Q1 | $759K | Buy |
+11,781
| New | +$759K | 0.13% | 165 |
|