Shelton Capital Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.9M | Sell |
178,887
-154,322
| -46% | -$16.3M | 0.43% | 46 |
|
2025
Q1 | $37M | Buy |
333,209
+207,708
| +166% | +$23.1M | 0.88% | 16 |
|
2024
Q4 | $13M | Buy |
125,501
+70,001
| +126% | +$7.24M | 0.32% | 74 |
|
2024
Q3 | $6.2M | Buy |
55,500
+31,254
| +129% | +$3.49M | 0.16% | 131 |
|
2024
Q2 | $2.17M | Buy |
24,246
+21,100
| +671% | +$1.88M | 0.06% | 235 |
|
2024
Q1 | $270K | Hold |
3,146
| – | – | 0.01% | 567 |
|
2023
Q4 | $260K | Sell |
3,146
-303
| -9% | -$25K | 0.01% | 558 |
|
2023
Q3 | $265K | Sell |
3,449
-14,000
| -80% | -$1.07M | 0.01% | 524 |
|
2023
Q2 | $1.22M | Sell |
17,449
-14,000
| -45% | -$977K | 0.04% | 254 |
|
2023
Q1 | $2.03M | Buy |
31,449
+3,449
| +12% | +$223K | 0.08% | 204 |
|
2022
Q4 | $2.01M | Sell |
28,000
-29,241
| -51% | -$2.1M | 0.21% | 161 |
|
2022
Q3 | $3.22M | Sell |
57,241
-28,825
| -33% | -$1.62M | 0.15% | 148 |
|
2022
Q2 | $4.76M | Buy |
86,066
+36,000
| +72% | +$1.99M | 0.21% | 104 |
|
2022
Q1 | $3.22M | Buy |
50,066
+46,000
| +1,131% | +$2.96M | 0.12% | 177 |
|
2021
Q4 | $237K | Hold |
4,066
| – | – | 0.01% | 695 |
|
2021
Q3 | $212K | Sell |
4,066
-312
| -7% | -$16.3K | 0.01% | 738 |
|
2021
Q2 | $235K | Hold |
4,378
| – | – | 0.01% | 694 |
|
2021
Q1 | $224K | Buy |
+4,378
| New | +$224K | 0.01% | 706 |
|
2020
Q4 | – | Sell |
-92,090
| Closed | -$3.35M | – | 722 |
|
2020
Q3 | $3.35M | Sell |
92,090
-9,238
| -9% | -$336K | 0.14% | 164 |
|
2020
Q2 | $3.65M | Sell |
101,328
-6,000
| -6% | -$216K | 0.2% | 98 |
|
2020
Q1 | $3.68M | Buy |
107,328
+102,100
| +1,953% | +$3.5M | 0.27% | 71 |
|
2019
Q4 | $277K | Sell |
5,228
-633
| -11% | -$33.5K | 0.02% | 562 |
|
2019
Q3 | $307K | Hold |
5,861
| – | – | 0.02% | 513 |
|
2019
Q2 | $321K | Buy |
5,861
+5,516
| +1,599% | +$302K | 0.02% | 487 |
|
2019
Q1 | $6.89K | Sell |
345
-6,545
| -95% | -$131K | 0.03% | 500 |
|
2018
Q4 | $314K | Hold |
6,890
| – | – | 0.02% | 456 |
|
2018
Q3 | $324K | Hold |
6,890
| – | – | 0.02% | 543 |
|
2018
Q2 | $296K | Hold |
6,890
| – | – | 0.02% | 569 |
|
2018
Q1 | $302K | Hold |
6,890
| – | – | 0.02% | 550 |
|
2017
Q4 | $302K | Sell |
6,890
-3,600
| -34% | -$158K | 0.02% | 567 |
|
2017
Q3 | $427K | Sell |
10,490
-129,800
| -93% | -$5.28M | 0.03% | 413 |
|
2017
Q2 | $5.45M | Buy |
140,290
+23,812
| +20% | +$925K | 0.39% | 56 |
|
2017
Q1 | $4.22M | Buy |
116,478
+34,400
| +42% | +$1.25M | 0.29% | 66 |
|
2016
Q4 | $2.86M | Buy |
82,078
+51,600
| +169% | +$1.8M | 0.22% | 90 |
|
2016
Q3 | $1.1M | Buy |
30,478
+7,988
| +36% | +$287K | 0.09% | 196 |
|
2016
Q2 | $811K | Buy |
22,490
+14,400
| +178% | +$519K | 0.07% | 237 |
|
2016
Q1 | $255K | Sell |
8,090
-400
| -5% | -$12.6K | 0.02% | 624 |
|
2015
Q4 | $254K | Buy |
8,490
+400
| +5% | +$12K | 0.02% | 605 |
|
2015
Q3 | $235K | Sell |
8,090
-5,000
| -38% | -$145K | 0.03% | 628 |
|
2015
Q2 | $407K | Hold |
13,090
| – | – | 0.04% | 444 |
|
2015
Q1 | $419K | Buy |
13,090
+800
| +7% | +$25.6K | 0.05% | 444 |
|
2014
Q4 | $375K | Hold |
12,290
| – | – | 0.04% | 491 |
|
2014
Q3 | $358K | Buy |
12,290
+5,400
| +78% | +$157K | 0.05% | 474 |
|
2014
Q2 | $214K | Hold |
6,890
| – | – | 0.03% | 724 |
|
2014
Q1 | $217K | Hold |
6,890
| – | – | 0.03% | 680 |
|
2013
Q4 | $230K | Hold |
6,890
| – | – | 0.03% | 636 |
|
2013
Q3 | $214K | Sell |
6,890
-400
| -5% | -$12.4K | 0.04% | 619 |
|
2013
Q2 | $212K | Buy |
+7,290
| New | +$212K | 0.04% | 583 |
|