Smith Salley Wealth 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
$419K Hold
3,975
0.02% 186
2025
Q1
$442K Sell
3,975
-1,309
-25% -$146K 0.03% 176
2024
Q4
$547K Sell
5,284
-61
-1% -$6.31K 0.04% 167
2024
Q3
$598K Buy
5,345
+126
+2% +$14.1K 0.04% 164
2024
Q2
$466K Sell
5,219
-257
-5% -$23K 0.03% 171
2024
Q1
$470K Sell
5,476
-1,875
-26% -$161K 0.04% 170
2023
Q4
$606K Sell
7,351
-890
-11% -$73.4K 0.04% 167
2023
Q3
$632K Buy
8,241
+389
+5% +$29.9K 0.05% 158
2023
Q2
$548K Buy
7,852
+363
+5% +$25.3K 0.04% 161
2023
Q1
$483K Sell
7,489
-41
-0.5% -$2.65K 0.04% 173
2022
Q4
$542K Sell
7,530
-93
-1% -$6.69K 0.05% 161
2022
Q3
$428K Hold
7,623
0.04% 171
2022
Q2
$422K Hold
7,623
0.04% 175
2022
Q1
$491K Sell
7,623
-13
-0.2% -$837 0.04% 180
2021
Q4
$446K Hold
7,636
0.03% 188
2021
Q3
$398K Sell
7,636
-90
-1% -$4.69K 0.03% 199
2021
Q2
$415K Buy
7,726
+1,595
+26% +$85.7K 0.03% 196
2021
Q1
$314K Sell
6,131
-616
-9% -$31.5K 0.03% 207
2020
Q4
$300K Hold
6,747
0.03% 187
2020
Q3
$245K Sell
6,747
-17
-0.3% -$617 0.03% 173
2020
Q2
$244K Buy
6,764
+216
+3% +$7.79K 0.03% 172
2020
Q1
$224K Sell
6,548
-76
-1% -$2.6K 0.04% 167
2019
Q4
$350K Sell
6,624
-283
-4% -$15K 0.05% 155
2019
Q3
$361K Sell
6,907
-40
-0.6% -$2.09K 0.05% 150
2019
Q2
$381K Buy
6,947
+213
+3% +$11.7K 0.06% 143
2019
Q1
$337K Sell
6,734
-84
-1% -$4.2K 0.05% 144
2018
Q4
$311K Sell
6,818
-2
-0% -$91 0.06% 140
2018
Q3
$321K Buy
6,820
+84
+1% +$3.95K 0.05% 148
2018
Q2
$290K Buy
6,736
+14
+0.2% +$603 0.05% 150
2018
Q1
$294K Sell
6,722
-34
-0.5% -$1.49K 0.05% 145
2017
Q4
$297K Buy
6,756
+58
+0.9% +$2.55K 0.05% 148
2017
Q3
$273K Hold
6,698
0.05% 143
2017
Q2
$260K Sell
6,698
-364
-5% -$14.1K 0.05% 148
2017
Q1
$256K Buy
7,062
+672
+11% +$24.4K 0.05% 148
2016
Q4
$222K Sell
6,390
-40
-0.6% -$1.39K 0.05% 146
2016
Q3
$231K Sell
6,430
-650
-9% -$23.4K 0.05% 140
2016
Q2
$255K Buy
7,080
+140
+2% +$5.04K 0.06% 135
2016
Q1
$219K Hold
6,940
0.05% 145
2015
Q4
$208K Buy
+6,940
New +$208K 0.05% 148