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

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return