Perigon 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 | $829K | Buy |
7,864
+886
| +13% | +$93.4K | 0.02% | 525 |
|
|
2025
Q1 | $776K | Sell |
6,978
-4,140
| -37% | -$460K | 0.02% | 511 |
|
|
2024
Q4 | $1.18M | Sell |
11,118
-205
| -2% | -$21.7K | 0.03% | 404 |
|
|
2024
Q3 | $1.27M | Hold |
11,323
| – | – | 0.03% | 371 |
|
|
2024
Q2 | $1.01M | Sell |
11,323
-2,234
| -16% | -$200K | 0.03% | 377 |
|
|
2024
Q1 | $1.16M | Buy |
13,557
+1,873
| +16% | +$161K | 0.04% | 340 |
|
|
2023
Q4 | $964K | Buy |
11,684
+2,918
| +33% | +$241K | 0.03% | 347 |
|
|
2023
Q3 | $673K | Sell |
8,766
-128
| -1% | -$9.82K | 0.03% | 383 |
|
|
2023
Q2 | $621K | Buy |
8,894
+2,220
| +33% | +$155K | 0.02% | 405 |
|
|
2023
Q1 | $431K | Buy |
6,674
+337
| +5% | +$21.7K | 0.02% | 428 |
|
|
2022
Q4 | $456K | Buy |
+6,337
| New | +$456K | 0.03% | 409 |
|
|
2021
Q1 | – | Sell |
-841
| Closed | -$37K | – | 493 |
|
|
2020
Q4 | $37K | Buy |
+841
| New | +$37K | ﹤0.01% | 827 |
|
|
2018
Q2 | – | Sell |
-18
| Closed | -$1K | – | 240 |
|
|
2018
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 603 |
|