Moneta Group Investment Advisors’s Aflac AFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$470K Buy
4,461
+313
+8% +$33K 0.01% 449
2025
Q1
$461K Buy
4,148
+53
+1% +$5.89K 0.01% 437
2024
Q4
$424K Sell
4,095
-447
-10% -$46.2K 0.01% 441
2024
Q3
$508K Buy
4,542
+127
+3% +$14.2K 0.01% 402
2024
Q2
$394K Buy
4,415
+349
+9% +$31.2K 0.01% 433
2024
Q1
$349K Sell
4,066
-14
-0.3% -$1.2K 0.01% 440
2023
Q4
$337K Buy
4,080
+759
+23% +$62.6K 0.01% 419
2023
Q3
$255K Buy
+3,321
New +$255K 0.01% 437
2023
Q1
Sell
-3,174
Closed -$233K 541
2022
Q4
$233K Buy
+3,174
New +$233K 0.01% 411
2020
Q1
Sell
-4,026
Closed -$213K 236
2019
Q4
$213K Sell
4,026
-427
-10% -$22.6K 0.02% 235
2019
Q3
$233K Buy
+4,453
New +$233K 0.02% 231
2018
Q3
Sell
-2,359
Closed -$101K 237
2018
Q2
$101K Buy
2,359
+2,085
+761% +$89.3K 0.01% 285
2018
Q1
$12K Buy
274
+130
+90% +$5.69K ﹤0.01% 439
2017
Q4
$6K Buy
+144
New +$6K ﹤0.01% 358