Proficio Capital Partners’s Aflac AFL Stock Holding History

Proficio Capital Partners’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,089	Closed	-$220K	–	227
2025 Q2	$220K	Sell	2,089 -112	-5%	-$11.8K	0.01%	400
2025 Q1	$245K	Buy	+2,201	New	+$233K	0.02%	333
2019 Q3	–	Sell	-921	Closed	-$50K	–	162
2019 Q2	$50K	Buy	921 +228	+33%	+$11.8K	0.02%	372
2019 Q1	$35K	Buy	693 +32	+5%	+$1.54K	0.01%	454
2018 Q4	$30K	Buy	661 +102	+18%	+$4.54K	0.01%	430
2018 Q3	$26K	Sell	559 -31	-5%	-$1.42K	0.01%	510
2018 Q2	$25K	Hold	590	–	–	0.01%	532
2018 Q1	$26K	Buy	590 +98	+20%	+$4.34K	0.01%	510
2017 Q4	$22K	Hold	492	–	–	0.01%	551
2017 Q3	$20K	Hold	492	–	–	0.01%	588
2017 Q2	$20K	Sell	492 -10	-2%	-$376	0.01%	606
2017 Q1	$19K	Buy	502 +54	+12%	+$1.91K	0.01%	625
2016 Q4	$16K	Hold	448	–	–	0.01%	502
2016 Q3	$16K	Hold	448	–	–	0.01%	475
2016 Q2	$16K	Buy	448 +292	+187%	+$9.97K	0.01%	466
2016 Q1	$5K	Sell	156 -12	-7%	-$356	﹤0.01%	502
2015 Q4	$5K	Buy	+168	New	+$5.23K	﹤0.01%	402

Other funds holding AFL

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return