Rice Partnership’s Aflac AFL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.5M	Hold	14,238	–	–	0.26%	53
2025 Q1	$1.58M	Sell	14,238 -800	-5%	-$89K	0.32%	51
2024 Q4	$1.56M	Sell	15,038 -110	-0.7%	-$11.4K	0.3%	48
2024 Q3	$1.69M	Hold	15,148	–	–	0.34%	47
2024 Q2	$1.35M	Hold	15,148	–	–	0.29%	49
2024 Q1	$1.3M	Hold	15,148	–	–	0.31%	48
2023 Q4	$1.25M	Hold	15,148	–	–	0.33%	51
2023 Q3	$1.16M	Hold	15,148	–	–	0.33%	53
2023 Q2	$1.06M	Hold	15,148	–	–	0.29%	58
2023 Q1	$977K	Hold	15,148	–	–	0.29%	55
2022 Q4	$1.09M	Hold	15,148	–	–	0.34%	51
2022 Q3	$851K	Hold	15,148	–	–	0.27%	56
2022 Q2	$838K	Hold	15,148	–	–	0.29%	56
2022 Q1	$975K	Sell	15,148 -46	-0.3%	-$2.96K	0.28%	55
2021 Q4	$887K	Buy	15,194 +46	+0.3%	+$2.69K	0.25%	54
2021 Q3	$790K	Hold	15,148	–	–	0.25%	58
2021 Q2	$813K	Hold	15,148	–	–	0.26%	60
2021 Q1	$775K	Hold	15,148	–	–	0.28%	58
2020 Q4	$674K	Hold	15,148	–	–	0.25%	54
2020 Q3	$551K	Hold	15,148	–	–	0.24%	51
2020 Q2	$546K	Hold	15,148	–	–	0.28%	47
2020 Q1	$519K	Buy	15,148 +1,148	+8%	+$39.3K	0.35%	45
2019 Q4	$741K	Hold	14,000	–	–	0.4%	46
2019 Q3	$732K	Hold	14,000	–	–	0.46%	44
2019 Q2	$767K	Hold	14,000	–	–	0.52%	45
2019 Q1	$700K	Hold	14,000	–	–	0.51%	45
2018 Q4	$0	Hold	14,000	–	–	﹤0.01%	65
2018 Q3	$0	Hold	14,000	–	–	﹤0.01%	75
2018 Q2	$602K	Buy	+14,000	New	+$602K	0.4%	50
2018 Q1	–	Sell	-14,000	Closed	-$614K	–	71
2017 Q4	$614K	Buy	+14,000	New	+$614K	0.43%	54