Lokken Investment Group’s Aflac AFL Stock Holding History

Lokken Investment Group’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
2025 Q3	$315K	Sell	2,816 -11	-0.4%	-$1.16K	0.11%	114
2025 Q2	$298K	Sell	2,827 -7	-0.2%	-$736	0.11%	106
2025 Q1	$315K	Sell	2,834 -421	-13%	-$44.7K	0.13%	98
2024 Q4	$337K	Buy	3,255 +1	+0%	+$109	0.15%	97
2024 Q3	$364K	Buy	3,254 +12	+0.4%	+$1.22K	0.15%	101
2024 Q2	$290K	Buy	3,242 +1	+0%	+$86	0.14%	111
2024 Q1	$278K	Buy	3,241 +1	+0%	+$82	0.14%	110
2023 Q4	$267K	Buy	3,240 +1	+0%	+$81	0.15%	103
2023 Q3	$249K	Buy	3,239 +1	+0%	+$74	0.16%	108
2023 Q2	$226K	Buy	3,238 +68	+2%	+$4.55K	0.15%	114
2023 Q1	$205K	Sell	3,170 -43	-1%	-$2.94K	0.16%	116
2022 Q4	$231K	Buy	+3,213	New	+$215K	0.18%	103

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return