LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Hold |
5,375
| – | – | 0.01% | 203 |
|
|
2025
Q1 | $583K | Hold |
5,375
| – | – | 0.01% | 199 |
|
|
2024
Q4 | $581K | Hold |
5,375
| – | – | 0.01% | 205 |
|
|
2024
Q3 | $602K | Hold |
5,375
| – | – | 0.01% | 202 |
|
|
2024
Q2 | $503K | Hold |
5,375
| – | – | ﹤0.01% | 204 |
|
|
2024
Q1 | $449K | Hold |
5,375
| – | – | ﹤0.01% | 208 |
|
|
2023
Q4 | $453K | Hold |
5,375
| – | – | ﹤0.01% | 206 |
|
|
2023
Q3 | $439K | Sell |
5,375
-1,600
| -23% | -$131K | ﹤0.01% | 205 |
|
|
2023
Q2 | $487K | Sell |
6,975
-27
| -0.4% | -$1.89K | 0.01% | 210 |
|
|
2023
Q1 | $452K | Hold |
7,002
| – | – | 0.01% | 207 |
|
|
2022
Q4 | $504K | Hold |
7,002
| – | – | 0.01% | 197 |
|
|
2022
Q3 | $394K | Hold |
7,002
| – | – | 0.01% | 218 |
|
|
2022
Q2 | $387K | Sell |
7,002
-173
| -2% | -$9.56K | ﹤0.01% | 226 |
|
|
2022
Q1 | $462K | Buy |
7,175
+1,600
| +29% | +$103K | ﹤0.01% | 219 |
|
|
2021
Q4 | $326K | Buy |
5,575
+400
| +8% | +$23.4K | ﹤0.01% | 256 |
|
|
2021
Q3 | $270K | Sell |
5,175
-3,814
| -42% | -$199K | ﹤0.01% | 269 |
|
|
2021
Q2 | $482K | Hold |
8,989
| – | – | ﹤0.01% | 226 |
|
|
2021
Q1 | $460K | Sell |
8,989
-314
| -3% | -$16.1K | 0.01% | 218 |
|
|
2020
Q4 | $414K | Hold |
9,303
| – | – | ﹤0.01% | 225 |
|
|
2020
Q3 | $338K | Hold |
9,303
| – | – | ﹤0.01% | 223 |
|
|
2020
Q2 | $335K | Hold |
9,303
| – | – | ﹤0.01% | 206 |
|
|
2020
Q1 | $319K | Hold |
9,303
| – | – | 0.01% | 206 |
|
|
2019
Q4 | $492K | Sell |
9,303
-8
| -0.1% | -$423 | 0.01% | 208 |
|
|
2019
Q3 | $487K | Hold |
9,311
| – | – | 0.01% | 200 |
|
|
2019
Q2 | $510K | Buy |
9,311
+3,000
| +48% | +$164K | 0.01% | 195 |
|
|
2019
Q1 | $316K | Hold |
6,311
| – | – | ﹤0.01% | 219 |
|
|
2018
Q4 | $288K | Hold |
6,311
| – | – | 0.01% | 226 |
|
|
2018
Q3 | $297K | Sell |
6,311
-145
| -2% | -$6.82K | ﹤0.01% | 235 |
|
|
2018
Q2 | $278K | Sell |
6,456
-160
| -2% | -$6.89K | ﹤0.01% | 245 |
|
|
2018
Q1 | $290K | Buy |
6,616
+2,830
| +75% | +$124K | 0.01% | 239 |
|
|
2017
Q4 | $332K | Hold |
3,786
| – | – | 0.01% | 233 |
|
|
2017
Q3 | $308K | Buy |
3,786
+402
| +12% | +$32.7K | 0.01% | 240 |
|
|
2017
Q2 | $270K | Hold |
3,384
| – | – | 0.01% | 244 |
|
|
2017
Q1 | $245K | Hold |
3,384
| – | – | 0.01% | 255 |
|
|
2016
Q4 | $236K | Buy |
3,384
+160
| +5% | +$11.2K | 0.01% | 251 |
|
|
2016
Q3 | $232K | Sell |
3,224
-1,000
| -24% | -$72K | 0.01% | 250 |
|
|
2016
Q2 | $305K | Hold |
4,224
| – | – | 0.01% | 223 |
|
|
2016
Q1 | $267K | Hold |
4,224
| – | – | 0.01% | 222 |
|
|
2015
Q4 | $253K | Sell |
4,224
-1,500
| -26% | -$89.8K | 0.01% | 247 |
|
|
2015
Q3 | $356K | Hold |
5,724
| – | – | 0.01% | 225 |
|
|
2015
Q2 | $356K | Hold |
5,724
| – | – | 0.01% | 225 |
|
|
2015
Q1 | $366K | Hold |
5,724
| – | – | 0.01% | 235 |
|
|
2014
Q4 | $350K | Hold |
5,724
| – | – | 0.01% | 231 |
|
|
2014
Q3 | $333K | Hold |
5,724
| – | – | 0.01% | 219 |
|
|
2014
Q2 | $356K | Buy |
5,724
+1,500
| +36% | +$93.3K | 0.01% | 219 |
|
|
2014
Q1 | $266K | Buy |
4,224
+1,000
| +31% | +$63K | 0.01% | 240 |
|
|
2013
Q4 | $215K | Hold |
3,224
| – | – | 0.01% | 250 |
|
|
2013
Q3 | $200K | Hold |
3,224
| – | – | 0.01% | 247 |
|
|
2013
Q2 | $187K | Buy |
+3,224
| New | +$187K | 0.01% | 260 |
|