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M Holdings Securities’s Aflac AFL Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-4,515
Closed -$403K – 103
2024
Q2 		$403K Buy
+4,515
New +$388K 0.05% 196
2023
Q2 		– Sell
-4,141
Closed -$267K – 211
2023
Q1 		$267K Buy
4,141
+243
+6% +$16.6K 0.03% 379
2022
Q4 		$280K Sell
3,898
-98
-2% -$6.56K 0.03% 353
2022
Q3 		$225K Buy
3,996
+1
+0% +$59 0.02% 377
2022
Q2 		$221K Sell
3,995
-104
-3% -$6.14K 0.02% 392
2022
Q1 		$264K Buy
+4,099
New +$257K 0.02% 420
2019
Q2 		– Sell
-5,195
Closed -$260K – 164
2019
Q1 		$260K Buy
+5,195
New +$250K 0.06% 300

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

M Holdings Securities's AFL Position: Q3 2024 in Review

M Holdings Securities sold out of Aflac (AFL) in Q3 2024, closing a stake of 4,515 shares — an estimated $403K sold.

M Holdings Securities first reported a position in AFL in Q1 2019 and held it in 7 quarters. The position peaked at $403K in Q2 2024. 1,551 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

  • M Holdings Securities reported no remaining Aflac position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 4,515 Aflac shares in Q3 2024, an estimated $403K.
  • M Holdings Securities first reported a position in Aflac in Q1 2019 and held it in 7 quarters.
  • M Holdings Securities's Aflac position peaked at $403K in Q2 2024.
  • 1,551 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.