Smith & Howard Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-13,685
| Closed | -$1.44M | – | 90 |
|
|
2025
Q2 | $1.44M | Hold |
13,685
| – | – | 0.37% | 31 |
|
|
2025
Q1 | $1.52M | Hold |
13,685
| – | – | 0.41% | 28 |
|
|
2024
Q4 | $1.42M | Hold |
13,685
| – | – | 0.4% | 30 |
|
|
2024
Q3 | $1.53M | Hold |
13,685
| – | – | 0.43% | 32 |
|
|
2024
Q2 | $1.22M | Buy |
+13,685
| New | +$1.18M | 0.36% | 34 |
|
|
2020
Q3 | – | Sell |
-14,740
| Closed | -$531K | – | 65 |
|
|
2020
Q2 | $531K | Sell |
14,740
-921
| -6% | -$33.3K | 0.33% | 38 |
|
|
2020
Q1 | $536K | Buy |
15,661
+21
| +0.1% | +$960 | 0.34% | 39 |
|
|
2019
Q4 | $827K | Buy |
15,640
+1,200
| +8% | +$63.7K | 0.28% | 39 |
|
|
2019
Q3 | $756K | Hold |
14,440
| – | – | 0.3% | 36 |
|
|
2019
Q2 | $791K | Sell |
14,440
-3
| -0% | -$155 | 0.33% | 25 |
|
|
2019
Q1 | $722K | Hold |
14,443
| – | – | 0.36% | 26 |
|
|
2018
Q4 | $658K | Hold |
14,443
| – | – | 0.36% | 25 |
|
|
2018
Q3 | $680K | Buy |
14,443
+3
| +0% | +$137 | 0.29% | 26 |
|
|
2018
Q2 | $621K | Hold |
14,440
| – | – | 0.27% | 25 |
|
|
2018
Q1 | $632K | Sell |
14,440
-7,000
| -33% | -$310K | 0.27% | 24 |
|
|
2017
Q4 | $941K | Hold |
21,440
| – | – | 0.44% | 20 |
|
|
2017
Q3 | $873K | Hold |
21,440
| – | – | 0.41% | 22 |
|
|
2017
Q2 | $833K | Hold |
21,440
| – | – | 0.4% | 22 |
|
|
2017
Q1 | $776K | Hold |
21,440
| – | – | 0.37% | 21 |
|
|
2016
Q4 | $746K | Sell |
21,440
-686
| -3% | -$24.2K | 0.39% | 21 |
|
|
2016
Q3 | $795K | Sell |
22,126
-1,200
| -5% | -$43.7K | 0.42% | 21 |
|
|
2016
Q2 | $842K | Buy |
23,326
+4
| +0% | +$137 | 0.4% | 21 |
|
|
2016
Q1 | $736K | Buy |
23,322
+4
| +0% | +$119 | 0.3% | 24 |
|
|
2015
Q4 | $698K | Buy |
+23,318
| New | +$726K | 0.34% | 28 |
|
|
2015
Q3 | – | Sell |
-12,908
| Closed | -$401K | – | 58 |
|
|
2015
Q2 | $401K | Buy |
12,908
+4
| +0% | +$127 | 0.18% | 34 |
|
|
2015
Q1 | $413K | Buy |
12,904
+2
| +0% | +$61 | 0.18% | 31 |
|
|
2014
Q4 | $394K | Sell |
12,902
-11,128
| -46% | -$329K | 0.19% | 28 |
|
|
2014
Q3 | $700K | Buy |
24,030
+738
| +3% | +$22.5K | 0.36% | 21 |
|
|
2014
Q2 | $725K | Buy |
23,292
+4
| +0% | +$125 | 0.38% | 21 |
|
|
2014
Q1 | $734K | Buy |
23,288
+648
| +3% | +$20.6K | 0.41% | 17 |
|
|
2013
Q4 | $756K | Hold |
22,640
| – | – | 0.42% | 17 |
|
|
2013
Q3 | $702K | Hold |
22,640
| – | – | 0.42% | 16 |
|
|
2013
Q2 | $658K | Buy |
+22,640
| New | +$614K | 0.42% | 16 |
|
Other funds holding AFL
JPH
Smith & Howard Wealth Management's AFL Position: Q3 2025 in Review
Smith & Howard Wealth Management sold out of Aflac (AFL) in Q3 2025, closing a stake of 13,685 shares — an estimated $1.44M sold.
Smith & Howard Wealth Management first reported a position in AFL in Q2 2013 and held it in 33 quarters. The position peaked at $1.53M in Q3 2024. 1,621 funds tracked by Wall St. Rank hold AFL as of Q3 2025.
- Smith & Howard Wealth Management reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
- Smith & Howard Wealth Management sold 13,685 Aflac shares in Q3 2025, an estimated $1.44M.
- Smith & Howard Wealth Management first reported a position in Aflac in Q2 2013 and held it in 33 quarters.
- Smith & Howard Wealth Management's Aflac position peaked at $1.53M in Q3 2024.
- 1,621 funds tracked by Wall St. Rank held Aflac as of Q3 2025.
Based on Smith & Howard Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.