M&R Capital Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.33M | Buy |
11,855
+39
| +0.3% | +$3.96K | 0.29% | 52 |
|
|
2024
Q2 | $1.06M | Buy |
11,816
+7
| +0.1% | +$602 | 0.25% | 57 |
|
|
2024
Q1 | $1.01M | Sell |
11,809
-12
| -0.1% | -$984 | 0.25% | 62 |
|
|
2023
Q4 | $975K | Buy |
11,821
+7
| +0.1% | +$564 | 0.24% | 62 |
|
|
2023
Q3 | $907K | Buy |
11,814
+8
| +0.1% | +$594 | 0.25% | 63 |
|
|
2023
Q2 | $824K | Sell |
11,806
-192
| -2% | -$12.8K | 0.22% | 64 |
|
|
2023
Q1 | $774K | Buy |
11,998
+200
| +2% | +$13.7K | 0.22% | 68 |
|
|
2022
Q4 | $849K | Sell |
11,798
-300
| -2% | -$20.1K | 0.23% | 67 |
|
|
2022
Q3 | $679K | Hold |
12,098
| – | – | 0.19% | 74 |
|
|
2022
Q2 | $669K | Sell |
12,098
-267
| -2% | -$15.8K | 0.17% | 78 |
|
|
2022
Q1 | $796K | Buy |
12,365
+1,360
| +12% | +$85.1K | 0.17% | 77 |
|
|
2021
Q4 | $642K | Sell |
11,005
-160
| -1% | -$8.97K | 0.13% | 86 |
|
|
2021
Q3 | $582K | Sell |
11,165
-800
| -7% | -$43.7K | 0.13% | 87 |
|
|
2021
Q2 | $642K | Sell |
11,965
-400
| -3% | -$21.8K | 0.15% | 84 |
|
|
2021
Q1 | $632K | Sell |
12,365
-800
| -6% | -$38.4K | 0.16% | 79 |
|
|
2020
Q4 | $585K | Sell |
13,165
-2,000
| -13% | -$81.9K | 0.13% | 99 |
|
|
2020
Q3 | $551K | Sell |
15,165
-1,700
| -10% | -$61.9K | 0.14% | 98 |
|
|
2020
Q2 | $607K | Sell |
16,865
-425
| -2% | -$15.4K | 0.16% | 95 |
|
|
2020
Q1 | $592K | Sell |
17,290
-6
| -0% | -$274 | 0.18% | 95 |
|
|
2019
Q4 | $914K | Sell |
17,296
-2,194
| -11% | -$116K | 0.21% | 88 |
|
|
2019
Q3 | $1.02M | Sell |
19,490
-100
| -0.5% | -$5.28K | 0.24% | 87 |
|
|
2019
Q2 | $1.08M | Sell |
19,590
-64
| -0.3% | -$3.3K | 0.24% | 84 |
|
|
2019
Q1 | $976K | Sell |
19,654
-100
| -0.5% | -$4.82K | 0.22% | 87 |
|
|
2018
Q4 | $903K | Sell |
19,754
-1,500
| -7% | -$66.7K | 0.24% | 84 |
|
|
2018
Q3 | $1M | Sell |
21,254
-80
| -0.4% | -$3.66K | 0.22% | 90 |
|
|
2018
Q2 | $921K | Hold |
21,334
| – | – | 0.21% | 92 |
|
|
2018
Q1 | $937K | Sell |
21,334
-780
| -4% | -$34.5K | 0.22% | 87 |
|
|
2017
Q4 | $970K | Sell |
22,114
-220
| -1% | -$9.39K | 0.22% | 87 |
|
|
2017
Q3 | $908K | Sell |
22,334
-2,400
| -10% | -$96.6K | 0.22% | 91 |
|
|
2017
Q2 | $998K | Sell |
24,734
-316
| -1% | -$11.9K | 0.25% | 84 |
|
|
2017
Q1 | $907K | Sell |
25,050
-800
| -3% | -$28.4K | 0.23% | 88 |
|
|
2016
Q4 | $899K | Buy |
25,850
+200
| +0.8% | +$7.04K | 0.24% | 85 |
|
|
2016
Q3 | $921K | Sell |
25,650
-200
| -0.8% | -$7.28K | 0.26% | 83 |
|
|
2016
Q2 | $932K | Buy |
25,850
+1,200
| +5% | +$41K | 0.27% | 82 |
|
|
2016
Q1 | $778K | Sell |
24,650
-2,000
| -8% | -$59.4K | 0.23% | 87 |
|
|
2015
Q4 | $798K | Sell |
26,650
-170,790
| -87% | -$5.32M | 0.23% | 84 |
|
|
2015
Q3 | $5.74M | Sell |
197,440
-9,170
| -4% | -$277K | 1.58% | 23 |
|
|
2015
Q2 | $6.43M | Sell |
206,610
-5,450
| -3% | -$172K | 1.52% | 22 |
|
|
2015
Q1 | $6.79M | Sell |
212,060
-2,750
| -1% | -$83.9K | 1.6% | 19 |
|
|
2014
Q4 | $6.56M | Sell |
214,810
-12,512
| -6% | -$370K | 1.56% | 20 |
|
|
2014
Q3 | $6.62M | Sell |
227,322
-8,670
| -4% | -$264K | 1.57% | 20 |
|
|
2014
Q2 | $7.34M | Sell |
235,992
-2,568
| -1% | -$80.1K | 1.72% | 19 |
|
|
2014
Q1 | $7.52M | Buy |
238,560
+20,568
| +9% | +$654K | 1.81% | 19 |
|
|
2013
Q4 | $7.28M | Sell |
217,992
-12,856
| -6% | -$422K | 1.91% | 19 |
|
|
2013
Q3 | $7.16M | Buy |
230,848
+2,050
| +0.9% | +$61.7K | 2.01% | 19 |
|
|
2013
Q2 | $6.65M | Buy |
+228,798
| New | +$6.21M | 1.91% | 18 |
|
Other funds holding AFL
JPH
M&R Capital Management's AFL Position: Q3 2024 in Review
M&R Capital Management increased its Aflac (AFL) stake by 0.33% in Q3 2024, buying an estimated $3.96K and bringing the position to 11,855 shares worth $1.33M. The position accounts for 0.29% of the portfolio, ranked #52.
M&R Capital Management first reported a position in AFL in Q2 2013 and has held it in 46 quarters since. The position peaked at $7.52M in Q1 2014. 1,550 funds tracked by Wall St. Rank hold AFL as of Q3 2024.
- M&R Capital Management held 11,855 shares of Aflac worth $1.33M as of Q3 2024.
- M&R Capital Management bought 39 Aflac shares in Q3 2024, an estimated $3.96K.
- Aflac made up 0.29% of M&R Capital Management's portfolio in Q3 2024, its #52 holding.
- M&R Capital Management first reported a position in Aflac in Q2 2013 and has held it in 46 quarters since.
- M&R Capital Management's Aflac position peaked at $7.52M in Q1 2014.
- 1,550 funds tracked by Wall St. Rank held Aflac as of Q3 2024.
Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.