Meritage Portfolio Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $6.49M | Sell |
58,897
-1,733
| -3% | -$191K | 0.43% | 61 |
|
|
2025
Q3 | $6.77M | Sell |
60,630
-5,787
| -9% | -$608K | 0.45% | 58 |
|
|
2025
Q2 | $7M | Sell |
66,417
-902
| -1% | -$94.8K | 0.44% | 59 |
|
|
2025
Q1 | $7.49M | Sell |
67,319
-502
| -0.7% | -$53.2K | 0.5% | 56 |
|
|
2024
Q4 | $7.02M | Sell |
67,821
-1,010
| -1% | -$110K | 0.44% | 61 |
|
|
2024
Q3 | $7.7M | Sell |
68,831
-1,464
| -2% | -$149K | 0.47% | 58 |
|
|
2024
Q2 | $6.28M | Sell |
70,295
-795
| -1% | -$68.3K | 0.4% | 72 |
|
|
2024
Q1 | $6.1M | Sell |
71,090
-4,443
| -6% | -$364K | 0.39% | 78 |
|
|
2023
Q4 | $6.23M | Buy |
75,533
+2,637
| +4% | +$212K | 0.41% | 70 |
|
|
2023
Q3 | $5.59M | Sell |
72,896
-1,628
| -2% | -$121K | 0.41% | 82 |
|
|
2023
Q2 | $5.2M | Sell |
74,524
-4,519
| -6% | -$302K | 0.37% | 93 |
|
|
2023
Q1 | $5.1M | Buy |
79,043
+58
| +0.1% | +$3.97K | 0.38% | 91 |
|
|
2022
Q4 | $5.68M | Sell |
78,985
-1,002
| -1% | -$67.1K | 0.44% | 74 |
|
|
2022
Q3 | $4.5M | Sell |
79,987
-2,100
| -3% | -$124K | 0.37% | 80 |
|
|
2022
Q2 | $4.54M | Buy |
82,087
+988
| +1% | +$58.3K | 0.35% | 96 |
|
|
2022
Q1 | $5.22M | Buy |
+81,099
| New | +$5.08M | 0.32% | 96 |
|
|
2021
Q2 | – | Sell |
-45,894
| Closed | -$2.35M | – | 300 |
|
|
2021
Q1 | $2.35M | Sell |
45,894
-4,047
| -8% | -$194K | 0.16% | 160 |
|
|
2020
Q4 | $2.22M | Sell |
49,941
-1,243
| -2% | -$50.9K | 0.16% | 160 |
|
|
2020
Q3 | $1.86M | Sell |
51,184
-4,885
| -9% | -$178K | 0.17% | 156 |
|
|
2020
Q2 | $2.02M | Buy |
+56,069
| New | +$2.03M | 0.19% | 143 |
|
|
2020
Q1 | – | Sell |
-57,063
| Closed | -$3.02M | – | 187 |
|
|
2019
Q4 | $3.02M | Sell |
57,063
-1,238
| -2% | -$65.7K | 0.27% | 128 |
|
|
2019
Q3 | $3.05M | Buy |
58,301
+46,404
| +390% | +$2.45M | 0.29% | 107 |
|
|
2019
Q2 | $652K | Buy |
+11,897
| New | +$613K | 0.07% | 166 |
|
Other funds holding AFL
JPH
