Pinnacle Wealth Planning Services’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
3,624
+988
| +37% | +$104K | 0.05% | 244 |
|
|
2025
Q1 | $293K | Buy |
2,636
+26
| +1% | +$2.89K | 0.04% | 268 |
|
|
2024
Q4 | $270K | Sell |
2,610
-1,215
| -32% | -$126K | 0.04% | 275 |
|
|
2024
Q3 | $428K | Sell |
3,825
-11
| -0.3% | -$1.23K | 0.06% | 220 |
|
|
2024
Q2 | $343K | Hold |
3,836
| – | – | 0.05% | 257 |
|
|
2024
Q1 | $329K | Buy |
3,836
+11
| +0.3% | +$944 | 0.05% | 275 |
|
|
2023
Q4 | $316K | Hold |
3,825
| – | – | 0.05% | 258 |
|
|
2023
Q3 | $294K | Hold |
3,825
| – | – | 0.05% | 257 |
|
|
2023
Q2 | $267K | Hold |
3,825
| – | – | 0.04% | 288 |
|
|
2023
Q1 | $247K | Sell |
3,825
-62
| -2% | -$4K | 0.04% | 315 |
|
|
2022
Q4 | $280K | Buy |
3,887
+54
| +1% | +$3.89K | 0.05% | 280 |
|
|
2022
Q3 | $215K | Hold |
3,833
| – | – | 0.04% | 309 |
|
|
2022
Q2 | $212K | Buy |
+3,833
| New | +$212K | 0.04% | 333 |
|
|
2021
Q3 | – | Sell |
-3,987
| Closed | -$214K | – | 376 |
|
|
2021
Q2 | $214K | Sell |
3,987
-36
| -0.9% | -$1.93K | 0.05% | 300 |
|
|
2021
Q1 | $206K | Sell |
4,023
-84
| -2% | -$4.3K | 0.05% | 295 |
|
|
2020
Q4 | $183K | Buy |
+4,107
| New | +$183K | 0.04% | 301 |
|
|
2020
Q1 | – | Sell |
-4,947
| Closed | -$261K | – | 235 |
|
|
2019
Q4 | $261K | Buy |
+4,947
| New | +$261K | 0.12% | 170 |
|