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Mark Sheptoff Financial Planning’s Aflac AFL Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-30
Closed -$3.16K – 488
2025
Q2 		$3.16K Buy
+30
New +$3.15K ﹤0.01% 432
2015
Q4 		– Sell
-474
Closed -$14K – 380
2015
Q3 		$14K Buy
474
+74
+19% +$2.24K 0.01% 226
2015
Q2 		$12K Hold
400
– – 0.01% 257
2015
Q1 		$13K Hold
400
– – 0.01% 246
2014
Q4 		$12K Sell
400
-3,400
-89% -$100K 0.01% 253
2014
Q3 		$111K Sell
3,800
-1,000
-21% -$30.4K 0.1% 136
2014
Q2 		$149K Hold
4,800
– – 0.13% 117
2014
Q1 		$151K Buy
+4,800
New +$153K 0.13% 112

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
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