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LWAC
Laurel Wealth Advisors (California)’s
Aflac
AFL
Stock Holding History
Laurel Wealth Advisors (California)’s Portfolio
AFL Stock Details
AFL Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$846K
Sell
11,758
-1,136
-9%
-$76.1K
0.08%
252
2022
Q3
$724K
Sell
12,894
-31
-0.2%
-$1.82K
0.08%
272
2022
Q2
$716K
Sell
12,925
-185
-1%
-$10.9K
0.07%
274
2022
Q1
$844K
Sell
13,110
-76
-0.6%
-$4.76K
0.07%
275
2021
Q4
$770K
Buy
+13,186
New
+$739K
0.06%
326
2021
Q3
–
Sell
-8,651
Closed
-$464K
–
444
2021
Q2
$464K
Sell
8,651
-107
-1%
-$5.83K
0.06%
292
2021
Q1
$448K
Sell
8,758
-16
-0.2%
-$768
0.07%
276
2020
Q4
$390K
Buy
8,774
+40
+0.5%
+$1.64K
0.06%
292
2020
Q3
$317K
Buy
8,734
+79
+0.9%
+$2.88K
0.05%
288
2020
Q2
$312K
Buy
8,655
+25
+0.3%
+$903
0.06%
277
2020
Q1
$296K
Sell
8,630
-217
-2%
-$9.92K
0.07%
276
2019
Q4
$468K
Sell
8,847
-433
-5%
-$23K
0.08%
266
2019
Q3
$486K
Buy
+9,280
New
+$490K
0.08%
256
2018
Q3
–
Sell
-5,226
Closed
-$224K
–
424
2018
Q2
$224K
Sell
5,226
-55
-1%
-$2.47K
0.06%
339
2018
Q1
$231K
Sell
5,281
-1,619
-23%
-$71.6K
0.07%
294
2017
Q4
$302K
Buy
+6,900
New
+$295K
0.09%
250
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
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1-Year Est. Return
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$46.4B AUM
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1-Year Est. Return
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$309B AUM
23.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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