Ridgewood Investments’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $882K | Buy |
+8,035
| New | +$891K | 0.36% | 88 |
|
|
2025
Q3 | $1.55M | Sell |
13,849
-101
| -0.7% | -$10.6K | 0.65% | 42 |
|
|
2025
Q2 | $1.47M | Sell |
13,950
-574
| -4% | -$60.3K | 0.64% | 43 |
|
|
2025
Q1 | $1.61M | Sell |
14,524
-507
| -3% | -$53.8K | 0.75% | 26 |
|
|
2024
Q4 | $1.55M | Sell |
15,031
-871
| -5% | -$95K | 0.75% | 27 |
|
|
2024
Q3 | $1.78M | Sell |
15,902
-3,277
| -17% | -$333K | 0.89% | 17 |
|
|
2024
Q2 | $1.71M | Buy |
19,179
+278
| +1% | +$23.9K | 0.86% | 21 |
|
|
2024
Q1 | $1.62M | Buy |
18,901
+8,087
| +75% | +$663K | 0.86% | 26 |
|
|
2023
Q4 | $892K | Sell |
10,814
-2,484
| -19% | -$200K | 0.53% | 62 |
|
|
2023
Q3 | $1.02M | Sell |
13,298
-3,834
| -22% | -$285K | 0.67% | 47 |
|
|
2023
Q2 | $1.2M | Sell |
17,132
-71
| -0.4% | -$4.75K | 0.68% | 35 |
|
|
2023
Q1 | $1.11M | Sell |
17,203
-784
| -4% | -$53.7K | 0.68% | 34 |
|
|
2022
Q4 | $1.29M | Sell |
17,987
-3
| -0% | -$201 | 0.92% | 19 |
|
|
2022
Q3 | $1.01M | Sell |
17,990
-6
| -0% | -$353 | 0.84% | 29 |
|
|
2022
Q2 | $996K | Sell |
17,996
-17
| -0.1% | -$1K | 0.78% | 32 |
|
|
2022
Q1 | $1.16M | Sell |
18,013
-189
| -1% | -$11.8K | 0.76% | 28 |
|
|
2021
Q4 | $1.06M | Buy |
18,202
+235
| +1% | +$13.2K | 0.67% | 45 |
|
|
2021
Q3 | $937K | Sell |
17,967
-407
| -2% | -$22.3K | 0.64% | 50 |
|
|
2021
Q2 | $986K | Buy |
18,374
+466
| +3% | +$25.4K | 0.63% | 57 |
|
|
2021
Q1 | $917K | Buy |
17,908
+2,804
| +19% | +$135K | 0.56% | 59 |
|
|
2020
Q4 | $549K | Hold |
15,104
| – | – | 0.43% | 75 |
|
|
2020
Q3 | $549K | Sell |
15,104
-244
| -2% | -$8.88K | 0.43% | 76 |
|
|
2020
Q2 | $553K | Buy |
15,348
+6,835
| +80% | +$247K | 0.46% | 71 |
|
|
2020
Q1 | $291K | Buy |
8,513
+519
| +6% | +$23.7K | 0.3% | 104 |
|
|
2019
Q4 | $423K | Hold |
7,994
| – | – | 0.3% | 105 |
|
|
2019
Q3 | $418K | Sell |
7,994
-2,529
| -24% | -$134K | 0.33% | 96 |
|
|
2019
Q2 | $577K | Sell |
10,523
-326
| -3% | -$16.8K | 0.45% | 64 |
|
|
2019
Q1 | $542K | Buy |
10,849
+150
| +1% | +$7.23K | 0.45% | 55 |
|
|
2018
Q4 | $504K | Hold |
10,699
| – | – | 0.4% | 67 |
|
|
2018
Q3 | $504K | Hold |
10,699
| – | – | 0.4% | 67 |
|
|
2018
Q2 | $460K | Sell |
10,699
-30
| -0.3% | -$1.35K | 0.41% | 71 |
|
|
2018
Q1 | $469K | Buy |
10,729
+1,183
| +12% | +$52.4K | 0.43% | 68 |
|
|
2017
Q4 | $419K | Buy |
9,546
+456
| +5% | +$19.5K | 0.37% | 81 |
|
|
2017
Q3 | $370K | Sell |
9,090
-114
| -1% | -$4.59K | 0.35% | 83 |
|
|
2017
Q2 | $357K | Sell |
9,204
-4
| -0% | -$150 | 0.36% | 85 |
|
|
2017
Q1 | $333K | Buy |
9,208
+206
| +2% | +$7.3K | 0.36% | 81 |
|
|
2016
Q4 | $313K | Buy |
+9,002
| New | +$317K | 0.37% | 73 |
|
Other funds holding AFL
JPH
VCM
VPM
Ridgewood Investments's AFL Position: Q1 2026 in Review
Ridgewood Investments opened a new position in Aflac (AFL) in Q1 2026: 8,035 shares worth $882K. The stake represents 0.36% of the portfolio and ranks #88 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in AFL as recently as Q3 2025.
Ridgewood Investments first reported a position in AFL in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.78M in Q3 2024. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.
- Ridgewood Investments held 8,035 shares of Aflac worth $882K as of Q1 2026.
- Aflac was a new Ridgewood Investments position in Q1 2026.
- Aflac made up 0.36% of Ridgewood Investments's portfolio in Q1 2026, its #88 holding.
- Ridgewood Investments first reported a position in Aflac in Q4 2016 and has held it in 37 quarters since.
- Ridgewood Investments's Aflac position peaked at $1.78M in Q3 2024.
- 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.
Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.