Mount Yale 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 | $1.36M | Buy |
12,860
+8,031
| +166% | +$847K | 0.11% | 166 |
|
|
2025
Q1 | $537K | Sell |
4,829
-81
| -2% | -$9.01K | 0.05% | 314 |
|
|
2024
Q4 | $508K | Sell |
4,910
-10,317
| -68% | -$1.07M | 0.04% | 339 |
|
|
2024
Q3 | $1.7M | Sell |
15,227
-3,022
| -17% | -$338K | 0.16% | 137 |
|
|
2024
Q2 | $1.63M | Buy |
18,249
+4,588
| +34% | +$410K | 0.13% | 152 |
|
|
2024
Q1 | $1.17M | Buy |
13,661
+6,071
| +80% | +$521K | 0.09% | 194 |
|
|
2023
Q4 | $626K | Sell |
7,590
-9,240
| -55% | -$762K | 0.06% | 281 |
|
|
2023
Q3 | $1.29M | Sell |
16,830
-327
| -2% | -$25.1K | 0.14% | 155 |
|
|
2023
Q2 | $1.2M | Buy |
17,157
+130
| +0.8% | +$9.07K | 0.13% | 170 |
|
|
2023
Q1 | $1.1M | Sell |
17,027
-620
| -4% | -$40K | 0.12% | 168 |
|
|
2022
Q4 | $1.27M | Sell |
17,647
-88
| -0.5% | -$6.33K | 0.14% | 148 |
|
|
2022
Q3 | $997K | Buy |
+17,735
| New | +$997K | 0.13% | 164 |
|
|
2020
Q2 | – | Sell |
-12,688
| Closed | -$434K | – | 333 |
|
|
2020
Q1 | $434K | Buy |
12,688
+5,283
| +71% | +$181K | 0.1% | 199 |
|
|
2019
Q4 | $382K | Buy |
7,405
+859
| +13% | +$44.3K | 0.07% | 249 |
|
|
2019
Q3 | $353K | Buy |
6,546
+543
| +9% | +$29.3K | 0.06% | 248 |
|
|
2019
Q2 | $313K | Buy |
6,003
+33
| +0.6% | +$1.72K | 0.06% | 257 |
|
|
2019
Q1 | $298K | Sell |
5,970
-125
| -2% | -$6.24K | 0.06% | 257 |
|
|
2018
Q4 | $294K | Sell |
6,095
-264
| -4% | -$12.7K | 0.06% | 257 |
|
|
2018
Q3 | $287K | Buy |
+6,359
| New | +$287K | 0.05% | 263 |
|