Montag & Associates’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.58M | Buy |
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|
2025
Q2 | $1.49M | Hold |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.58M | Hold |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.16M | Hold |
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|
2023
Q4 | $1.12M | Hold |
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|
2023
Q3 | $1.04M | Hold |
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|
2023
Q2 | $946K | Hold |
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|
2023
Q1 | $874K | Hold |
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|
2022
Q4 | $975K | Hold |
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|
2022
Q3 | $761K | Buy |
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|
2022
Q2 | $589K | Buy |
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|
2022
Q1 | $644K | Hold |
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|
2021
Q4 | $584K | Sell |
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|
2021
Q3 | $626K | Sell |
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|
2021
Q2 | $764K | Hold |
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|
2021
Q1 | $728K | Buy |
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|
2020
Q4 | $534K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Hold |
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|
2019
Q3 | $209K | Hold |
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|
2019
Q2 | $219K | Hold |
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|
2019
Q1 | $200K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $251K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.1M | Hold |
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|
2014
Q1 | $1.12M | Sell |
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|
2013
Q4 | $1.26M | Hold |
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|
2013
Q3 | $1.17M | Hold |
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|
2013
Q2 | $1.1M | Buy |
|