Principle Wealth Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
10,774
-965
| -8% | -$102K | 0.07% | 147 |
|
|
2025
Q1 | $1.31M | Hold |
11,739
| – | – | 0.09% | 138 |
|
|
2024
Q4 | $1.21M | Hold |
11,739
| – | – | 0.09% | 142 |
|
|
2024
Q3 | $1.31M | Hold |
11,739
| – | – | 0.09% | 138 |
|
|
2024
Q2 | $1.05M | Hold |
11,739
| – | – | 0.08% | 153 |
|
|
2024
Q1 | $1.01M | Hold |
11,739
| – | – | 0.08% | 160 |
|
|
2023
Q4 | $968K | Hold |
11,739
| – | – | 0.08% | 160 |
|
|
2023
Q3 | $901K | Hold |
11,739
| – | – | 0.09% | 156 |
|
|
2023
Q2 | $819K | Sell |
11,739
-154
| -1% | -$10.7K | 0.08% | 152 |
|
|
2023
Q1 | $767K | Hold |
11,893
| – | – | 0.08% | 155 |
|
|
2022
Q4 | $856K | Hold |
11,893
| – | – | 0.1% | 146 |
|
|
2022
Q3 | $668 | Hold |
11,893
| – | – | 0.06% | 157 |
|
|
2022
Q2 | $658K | Sell |
11,893
-378
| -3% | -$20.9K | 0.08% | 168 |
|
|
2022
Q1 | $790K | Buy |
12,271
+2
| +0% | +$129 | 0.08% | 158 |
|
|
2021
Q4 | $716K | Sell |
12,269
-1,563
| -11% | -$91.2K | 0.08% | 167 |
|
|
2021
Q3 | $721K | Buy |
13,832
+2
| +0% | +$104 | 0.08% | 158 |
|
|
2021
Q2 | $742K | Buy |
13,830
+3
| +0% | +$161 | 0.08% | 157 |
|
|
2021
Q1 | $708K | Buy |
13,827
+5,172
| +60% | +$265K | 0.08% | 153 |
|
|
2020
Q4 | $385K | Buy |
+8,655
| New | +$385K | 0.05% | 201 |
|