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 |
|