Petix & Botte Financial’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Hold |
8,878
| – | – | 0.23% | 58 |
|
|
2025
Q1 | $987K | Sell |
8,878
-1,150
| -11% | -$128K | 0.26% | 61 |
|
|
2024
Q4 | $1.04M | Hold |
10,028
| – | – | 0.27% | 57 |
|
|
2024
Q3 | $1.12M | Hold |
10,028
| – | – | 0.3% | 47 |
|
|
2024
Q2 | $896K | Buy |
10,028
+5,014
| +100% | +$448K | 0.25% | 49 |
|
|
2024
Q1 | $431K | Sell |
5,014
-5,586
| -53% | -$480K | 0.11% | 99 |
|
|
2023
Q4 | $875K | Buy |
+10,600
| New | +$875K | 0.26% | 49 |
|