Summit Financial Wealth 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
Q3 | $320K | Buy |
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|
2025
Q2 | $277K | Hold |
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|
2025
Q1 | $292K | Hold |
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|
2024
Q4 | $280K | Sell |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $265K | Sell |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $280K | Hold |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $346K | Hold |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $288K | Hold |
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|
2021
Q3 | $250K | Hold |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Hold |
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|
2019
Q3 | $239K | Sell |
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|
2019
Q2 | $262K | Hold |
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|
2019
Q1 | $233K | Hold |
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|
2018
Q4 | $218K | Sell |
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|
2018
Q3 | $220K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $223K | Hold |
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|
2017
Q4 | $223K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $875K | Sell |
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|
2016
Q3 | $909K | Sell |
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|
2016
Q2 | $1.12M | Buy |
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|
2016
Q1 | $217K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $120K | Hold |
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|
2015
Q2 | $128K | Hold |
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|
2015
Q1 | $132K | Hold |
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|
2014
Q4 | $126K | Buy |
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