Sheaff Brock Investment Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $817K | Hold |
7,344
| – | – | 0.07% | 193 |
|
|
2024
Q4 | $760K | Hold |
7,344
| – | – | 0.07% | 203 |
|
|
2024
Q3 | $821K | Hold |
7,344
| – | – | 0.07% | 190 |
|
|
2024
Q2 | $656K | Hold |
7,344
| – | – | 0.06% | 214 |
|
|
2024
Q1 | $631K | Sell |
7,344
-750
| -9% | -$61.5K | 0.04% | 256 |
|
|
2023
Q4 | $668K | Buy |
8,094
+750
| +10% | +$60.4K | 0.05% | 226 |
|
|
2023
Q3 | $564K | Hold |
7,344
| – | – | 0.05% | 232 |
|
|
2023
Q2 | $513K | Hold |
7,344
| – | – | 0.04% | 256 |
|
|
2023
Q1 | $474K | Buy |
7,344
+411
| +6% | +$28.1K | 0.04% | 274 |
|
|
2022
Q4 | $499K | Sell |
6,933
-200
| -3% | -$13.4K | 0.05% | 252 |
|
|
2022
Q3 | $401K | Hold |
7,133
| – | – | 0.04% | 272 |
|
|
2022
Q2 | $395K | Sell |
7,133
-200
| -3% | -$11.8K | 0.03% | 283 |
|
|
2022
Q1 | $473K | Hold |
7,333
| – | – | 0.03% | 287 |
|
|
2021
Q4 | $428K | Hold |
7,333
| – | – | 0.03% | 308 |
|
|
2021
Q3 | $383K | Sell |
7,333
-400
| -5% | -$21.9K | 0.03% | 321 |
|
|
2021
Q2 | $415K | Hold |
7,733
| – | – | 0.03% | 301 |
|
|
2021
Q1 | $396K | Hold |
7,733
| – | – | 0.03% | 292 |
|
|
2020
Q4 | $344K | Sell |
7,733
-240
| -3% | -$9.82K | 0.03% | 301 |
|
|
2020
Q3 | $290K | Buy |
7,973
+2
| +0% | +$73 | 0.03% | 311 |
|
|
2020
Q2 | $287K | Buy |
7,971
+2
| +0% | +$72 | 0.03% | 311 |
|
|
2020
Q1 | $273K | Buy |
7,969
+1
| +0% | +$46 | 0.04% | 284 |
|
|
2019
Q4 | $421K | Buy |
7,968
+2
| +0% | +$106 | 0.04% | 275 |
|
|
2019
Q3 | $417K | Buy |
7,966
+1
| +0% | +$53 | 0.05% | 276 |
|
|
2019
Q2 | $437K | Sell |
7,965
-199
| -2% | -$10.3K | 0.05% | 265 |
|
|
2019
Q1 | $408K | Buy |
8,164
+1
| +0% | +$48 | 0.05% | 286 |
|
|
2018
Q4 | $372K | Buy |
8,163
+2
| +0% | +$89 | 0.06% | 273 |
|
|
2018
Q3 | $384K | Buy |
8,161
+1
| +0% | +$46 | 0.04% | 313 |
|
|
2018
Q2 | $351K | Sell |
8,160
-1,199
| -13% | -$53.9K | 0.03% | 328 |
|
|
2018
Q1 | $410K | Buy |
9,359
+1
| +0% | +$44 | 0.04% | 297 |
|
|
2017
Q4 | $411K | Buy |
9,358
+2
| +0% | +$85 | 0.05% | 288 |
|
|
2017
Q3 | $381K | Sell |
9,356
-400
| -4% | -$16.1K | 0.05% | 308 |
|
|
2017
Q2 | $379K | Buy |
9,756
+2
| +0% | +$75 | 0.05% | 337 |
|
|
2017
Q1 | $353K | Buy |
9,754
+2
| +0% | +$71 | 0.05% | 349 |
|
|
2016
Q4 | $339K | Buy |
9,752
+1,234
| +14% | +$43.4K | 0.04% | 363 |
|
|
2016
Q3 | $306K | Sell |
8,518
-622
| -7% | -$22.6K | 0.04% | 348 |
|
|
2016
Q2 | $330K | Sell |
9,140
-3,850
| -30% | -$131K | 0.04% | 348 |
|
|
2016
Q1 | $410K | Buy |
12,990
+8
| +0.1% | +$238 | 0.05% | 322 |
|
|
2015
Q4 | $389K | Buy |
+12,982
| New | +$404K | 0.04% | 356 |
|
Other funds holding AFL
JPH
Sheaff Brock Investment Advisors's AFL Position: Q1 2025 in Review
Sheaff Brock Investment Advisors held its Aflac (AFL) position steady in Q1 2025 at 7,344 shares worth $817K. The position accounts for 0.07% of the portfolio, ranked #193.
Sheaff Brock Investment Advisors first reported a position in AFL in Q4 2015 and has held it in 38 quarters since. The position peaked at $821K in Q3 2024. 1,624 funds tracked by Wall St. Rank hold AFL as of Q1 2025.
- Sheaff Brock Investment Advisors held 7,344 shares of Aflac worth $817K as of Q1 2025.
- Sheaff Brock Investment Advisors left its Aflac share count unchanged in Q1 2025.
- Aflac made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #193 holding.
- Sheaff Brock Investment Advisors first reported a position in Aflac in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Aflac position peaked at $821K in Q3 2024.
- 1,624 funds tracked by Wall St. Rank held Aflac as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.