Schechter Investment Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $331K | Sell |
2,974
-1,211
| -29% | -$135K | 0.03% | 453 |
|
|
2024
Q4 | $433K | Sell |
4,185
-581
| -12% | -$60.1K | 0.03% | 416 |
|
|
2024
Q3 | $533K | Sell |
4,766
-535
| -10% | -$59.8K | 0.04% | 387 |
|
|
2024
Q2 | $473K | Sell |
5,301
-153
| -3% | -$13.7K | 0.04% | 382 |
|
|
2024
Q1 | $468K | Sell |
5,454
-1,569
| -22% | -$135K | 0.04% | 391 |
|
|
2023
Q4 | $579K | Buy |
7,023
+485
| +7% | +$40K | 0.05% | 328 |
|
|
2023
Q3 | $502K | Buy |
6,538
+10
| +0.2% | +$767 | 0.05% | 339 |
|
|
2023
Q2 | $456K | Sell |
6,528
-98
| -1% | -$6.84K | 0.04% | 402 |
|
|
2023
Q1 | $427K | Buy |
6,626
+628
| +10% | +$40.5K | 0.04% | 445 |
|
|
2022
Q4 | $432K | Buy |
5,998
+381
| +7% | +$27.4K | 0.04% | 540 |
|
|
2022
Q3 | $316K | Sell |
5,617
-152
| -3% | -$8.55K | 0.03% | 683 |
|
|
2022
Q2 | $320K | Sell |
5,769
-528
| -8% | -$29.3K | 0.03% | 689 |
|
|
2022
Q1 | $406K | Buy |
6,297
+784
| +14% | +$50.5K | 0.04% | 591 |
|
|
2021
Q4 | $322K | Buy |
+5,513
| New | +$322K | 0.03% | 653 |
|