Osterweis Capital 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 | – | Sell |
-5
| Closed | -$556 | – | 285 |
|
|
2025
Q1 | $556 | Buy |
+5
| New | +$556 | ﹤0.01% | 285 |
|
|
2023
Q1 | – | Sell |
-1,630
| Closed | -$117K | – | 211 |
|
|
2022
Q4 | $117K | Hold |
1,630
| – | – | 0.01% | 149 |
|
|
2022
Q3 | $92K | Buy |
+1,630
| New | +$92K | 0.01% | 147 |
|
|
2013
Q3 | – | Sell |
-320
| Closed | -$9K | – | 82 |
|
|
2013
Q2 | $9K | Buy |
+320
| New | +$9K | ﹤0.01% | 132 |
|