MorganRosel 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 | $5.8K | Hold |
55
| – | – | ﹤0.01% | 277 |
|
2025
Q1 | $6.12K | Buy |
+55
| New | +$6.12K | ﹤0.01% | 266 |
|
2023
Q3 | – | Sell |
-11,698
| Closed | -$817K | – | 97 |
|
2023
Q2 | $817K | Sell |
11,698
-1,569
| -12% | -$110K | 0.33% | 57 |
|
2023
Q1 | $856K | Buy |
+13,267
| New | +$856K | 0.37% | 55 |
|
2020
Q1 | – | Sell |
-13,599
| Closed | -$719K | – | 65 |
|
2019
Q4 | $719K | Sell |
13,599
-465
| -3% | -$24.6K | 0.55% | 39 |
|
2019
Q3 | $736K | Sell |
14,064
-782
| -5% | -$40.9K | 0.6% | 36 |
|
2019
Q2 | $814K | Sell |
14,846
-527
| -3% | -$28.9K | 0.67% | 34 |
|
2019
Q1 | $769K | Buy |
+15,373
| New | +$769K | 0.65% | 36 |
|