SlateStone Wealth’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
16,930
-75
| -0.4% | -$7.91K | 0.17% | 110 |
|
|
2025
Q1 | $1.89M | Sell |
17,005
-730
| -4% | -$81.2K | 0.19% | 100 |
|
|
2024
Q4 | $1.84M | Buy |
17,735
+400
| +2% | +$41.4K | 0.18% | 102 |
|
|
2024
Q3 | $1.94M | Hold |
17,335
| – | – | 0.17% | 107 |
|
|
2024
Q2 | $1.55M | Sell |
17,335
-29
| -0.2% | -$2.59K | 0.17% | 113 |
|
|
2024
Q1 | $1.49M | Buy |
17,364
+9,729
| +127% | +$835K | 0.15% | 115 |
|
|
2023
Q4 | $630K | Hold |
7,635
| – | – | 0.08% | 153 |
|
|
2023
Q3 | $586K | Buy |
7,635
+2,035
| +36% | +$156K | 0.09% | 144 |
|
|
2023
Q2 | $391K | Hold |
5,600
| – | – | 0.07% | 154 |
|
|
2023
Q1 | $361K | Hold |
5,600
| – | – | 0.07% | 162 |
|
|
2022
Q4 | $403K | Hold |
5,600
| – | – | 0.1% | 127 |
|
|
2022
Q3 | $315K | Hold |
5,600
| – | – | 0.08% | 149 |
|
|
2022
Q2 | $310K | Hold |
5,600
| – | – | 0.08% | 149 |
|
|
2022
Q1 | $361K | Hold |
5,600
| – | – | 0.08% | 134 |
|
|
2021
Q4 | $327K | Buy |
5,600
+200
| +4% | +$11.7K | 0.07% | 145 |
|
|
2021
Q3 | $282K | Hold |
5,400
| – | – | 0.06% | 143 |
|
|
2021
Q2 | $290K | Hold |
5,400
| – | – | 0.07% | 144 |
|
|
2021
Q1 | $276K | Hold |
5,400
| – | – | 0.07% | 143 |
|
|
2020
Q4 | $240K | Buy |
+5,400
| New | +$240K | 0.06% | 153 |
|
|
2020
Q3 | – | Sell |
-5,829
| Closed | -$210K | – | 176 |
|
|
2020
Q2 | $210K | Sell |
5,829
-37
| -0.6% | -$1.33K | 0.05% | 164 |
|
|
2020
Q1 | $201K | Buy |
5,866
+466
| +9% | +$16K | 0.06% | 162 |
|
|
2019
Q4 | $286K | Hold |
5,400
| – | – | 0.07% | 177 |
|
|
2019
Q3 | $283K | Hold |
5,400
| – | – | 0.08% | 140 |
|
|
2019
Q2 | $296K | Hold |
5,400
| – | – | 0.08% | 143 |
|
|
2019
Q1 | $270K | Buy |
+5,400
| New | +$270K | 0.08% | 140 |
|