Sage Private Wealth Group’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
4,537
+238
| +6% | +$25.1K | 0.31% | 46 |
|
|
2025
Q1 | $478K | Buy |
4,299
+280
| +7% | +$31.1K | 0.36% | 37 |
|
|
2024
Q4 | $416K | Buy |
4,019
+119
| +3% | +$12.3K | 0.31% | 44 |
|
|
2024
Q3 | $436K | Sell |
3,900
-793
| -17% | -$88.7K | 0.34% | 42 |
|
|
2024
Q2 | $419K | Buy |
4,693
+781
| +20% | +$69.8K | 0.35% | 41 |
|
|
2024
Q1 | $336K | Buy |
+3,912
| New | +$336K | 0.27% | 57 |
|
|
2023
Q4 | – | Sell |
-2,960
| Closed | -$227K | – | 61 |
|
|
2023
Q3 | $227K | Buy |
2,960
+59
| +2% | +$4.53K | 0.31% | 42 |
|
|
2023
Q2 | $203K | Buy |
+2,901
| New | +$203K | 0.28% | 46 |
|
|
2023
Q1 | – | Sell |
-3,206
| Closed | -$231K | – | 47 |
|
|
2022
Q4 | $231K | Buy |
3,206
+2
| +0.1% | +$144 | 0.27% | 40 |
|
|
2022
Q3 | $180K | Buy |
3,204
+1
| +0% | +$56 | 0.24% | 47 |
|
|
2022
Q2 | $177K | Buy |
3,203
+166
| +5% | +$9.17K | 0.25% | 47 |
|
|
2022
Q1 | $196K | Buy |
3,037
+250
| +9% | +$16.1K | 0.19% | 52 |
|
|
2021
Q4 | $162K | Buy |
2,787
+20
| +0.7% | +$1.16K | 0.2% | 55 |
|
|
2021
Q3 | $144K | Hold |
2,767
| – | – | 0.2% | 53 |
|
|
2021
Q2 | $148K | Hold |
2,767
| – | – | 0.2% | 54 |
|
|
2021
Q1 | $142K | Hold |
2,767
| – | – | 0.25% | 53 |
|
|
2020
Q4 | $123K | Buy |
+2,767
| New | +$123K | 0.34% | 53 |
|