Mission Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.52M | Sell |
80,792
-3,629
| -4% | -$383K | 0.18% | 70 |
|
|
2025
Q1 | $9.39M | Sell |
84,421
-648
| -0.8% | -$72.1K | 0.23% | 60 |
|
|
2024
Q4 | $8.8M | Buy |
85,069
+42,579
| +100% | +$4.4M | 0.21% | 59 |
|
|
2024
Q3 | $4.75M | Buy |
42,490
+594
| +1% | +$66.4K | 0.12% | 93 |
|
|
2024
Q2 | $3.74M | Sell |
41,896
-11,357
| -21% | -$1.01M | 0.1% | 110 |
|
|
2024
Q1 | $4.57M | Buy |
53,253
+513
| +1% | +$44K | 0.12% | 106 |
|
|
2023
Q4 | $4.35M | Buy |
52,740
+117
| +0.2% | +$9.65K | 0.14% | 85 |
|
|
2023
Q3 | $4.04M | Buy |
52,623
+42,952
| +444% | +$3.3M | 0.15% | 81 |
|
|
2023
Q2 | $675K | Buy |
9,671
+730
| +8% | +$51K | 0.03% | 283 |
|
|
2023
Q1 | $577K | Buy |
8,941
+40
| +0.4% | +$2.58K | 0.02% | 293 |
|
|
2022
Q4 | $640K | Buy |
8,901
+19
| +0.2% | +$1.37K | 0.03% | 265 |
|
|
2022
Q3 | $499K | Buy |
8,882
+46
| +0.5% | +$2.58K | 0.03% | 280 |
|
|
2022
Q2 | $489K | Hold |
8,836
| – | – | 0.03% | 290 |
|
|
2022
Q1 | $569K | Hold |
8,836
| – | – | 0.03% | 272 |
|
|
2021
Q4 | $516K | Sell |
8,836
-282
| -3% | -$16.5K | 0.02% | 283 |
|
|
2021
Q3 | $475K | Buy |
9,118
+270
| +3% | +$14.1K | 0.02% | 284 |
|
|
2021
Q2 | $475K | Buy |
8,848
+153
| +2% | +$8.21K | 0.03% | 284 |
|
|
2021
Q1 | $445K | Buy |
8,695
+22
| +0.3% | +$1.13K | 0.03% | 279 |
|
|
2020
Q4 | $386K | Sell |
8,673
-1,155
| -12% | -$51.4K | 0.02% | 293 |
|
|
2020
Q3 | $357K | Sell |
9,828
-18
| -0.2% | -$654 | 0.03% | 246 |
|
|
2020
Q2 | $355K | Buy |
+9,846
| New | +$355K | 0.03% | 225 |
|
|
2015
Q3 | – | Sell |
-8,576
| Closed | -$274K | – | 137 |
|
|
2015
Q2 | $274K | Buy |
+8,576
| New | +$274K | 0.09% | 102 |
|