Lee Financial’s Aflac AFL Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-669	Closed	-$55.2K	–	164
2023 Q4	$55.2K	Hold	669	–	–	0.01%	225
2023 Q3	$51.3K	Hold	669	–	–	0.01%	213
2023 Q2	$46.7K	Hold	669	–	–	0.01%	229
2023 Q1	$43.2K	Sell	669 -151	-18%	-$10.3K	0.01%	241
2022 Q4	$59K	Hold	820	–	–	0.01%	241
2022 Q3	$46K	Buy	820 +22	+3%	+$1.29K	0.01%	253
2022 Q2	$44K	Buy	798 +129	+19%	+$7.61K	0.01%	257
2022 Q1	$43K	Hold	669	–	–	0.01%	253
2021 Q4	$39K	Hold	669	–	–	0.01%	283
2021 Q3	$35K	Buy	669 +69	+12%	+$3.77K	0.01%	261
2021 Q2	$32K	Hold	600	–	–	0.01%	266
2021 Q1	$31K	Hold	600	–	–	0.01%	262
2020 Q4	$27K	Hold	600	–	–	0.01%	255
2020 Q3	$22K	Hold	600	–	–	0.01%	295
2020 Q2	$22K	Buy	+600	New	+$21.7K	0.01%	264
2017 Q2	–	Sell	-1,000	Closed	-$36K	–	498
2017 Q1	$36K	Hold	1,000	–	–	0.01%	186
2016 Q4	$32K	Buy	+1,000	New	+$35.2K	0.02%	195

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lee Financial's AFL Position: Q1 2024 in Review

Lee Financial sold out of Aflac (AFL) in Q1 2024, closing a stake of 669 shares — an estimated $55.2K sold.

Lee Financial first reported a position in AFL in Q4 2016 and held it in 17 quarters. The position peaked at $59K in Q4 2022. 1,423 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

Lee Financial reported no remaining Aflac position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 669 Aflac shares in Q1 2024, an estimated $55.2K.
Lee Financial first reported a position in Aflac in Q4 2016 and held it in 17 quarters.
Lee Financial's Aflac position peaked at $59K in Q4 2022.
1,423 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.