Northcape 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 | $358K | Sell |
3,390
-358
| -10% | -$37.8K | 0.11% | 109 |
|
2025
Q1 | $417K | Sell |
3,748
-110
| -3% | -$12.2K | 0.13% | 105 |
|
2024
Q4 | $399K | Sell |
3,858
-146
| -4% | -$15.1K | 0.13% | 108 |
|
2024
Q3 | $448K | Sell |
4,004
-577
| -13% | -$64.5K | 0.15% | 100 |
|
2024
Q2 | $409K | Sell |
4,581
-217
| -5% | -$19.4K | 0.15% | 97 |
|
2024
Q1 | $412K | Sell |
4,798
-500
| -9% | -$42.9K | 0.15% | 96 |
|
2023
Q4 | $437K | Sell |
5,298
-661
| -11% | -$54.5K | 0.16% | 99 |
|
2023
Q3 | $457K | Sell |
5,959
-1,351
| -18% | -$104K | 0.18% | 98 |
|
2023
Q2 | $510K | Buy |
7,310
+22
| +0.3% | +$1.54K | 0.18% | 97 |
|
2023
Q1 | $470K | Buy |
7,288
+4,384
| +151% | +$283K | 0.17% | 97 |
|
2022
Q4 | $209K | Sell |
2,904
-2,037
| -41% | -$147K | 0.12% | 73 |
|
2022
Q3 | $278K | Buy |
4,941
+969
| +24% | +$54.5K | 0.1% | 119 |
|
2022
Q2 | $220K | Sell |
3,972
-724
| -15% | -$40.1K | 0.08% | 114 |
|
2022
Q1 | $302K | Buy |
4,696
+702
| +18% | +$45.1K | 0.09% | 123 |
|
2021
Q4 | $233K | Buy |
+3,994
| New | +$233K | 0.08% | 118 |
|