SVB 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 | $454K | Sell |
4,306
-1,244
| -22% | -$131K | 0.02% | 307 |
|
2025
Q1 | $617K | Sell |
5,550
-1,423
| -20% | -$158K | 0.03% | 194 |
|
2024
Q4 | $721K | Buy |
+6,973
| New | +$721K | 0.01% | 370 |
|
2024
Q3 | – | Sell |
-7,444
| Closed | -$665K | – | 35 |
|
2024
Q2 | $665K | Sell |
7,444
-1,298
| -15% | -$116K | 0.02% | 381 |
|
2024
Q1 | $751K | Sell |
8,742
-2,414
| -22% | -$207K | 0.02% | 399 |
|
2023
Q4 | $920K | Buy |
11,156
+786
| +8% | +$64.8K | 0.02% | 348 |
|
2023
Q3 | $796K | Buy |
10,370
+140
| +1% | +$10.7K | 0.02% | 350 |
|
2023
Q2 | $714K | Sell |
10,230
-14,841
| -59% | -$1.04M | 0.01% | 401 |
|
2023
Q1 | $1.62M | Buy |
25,071
+1,805
| +8% | +$116K | 0.02% | 304 |
|
2022
Q4 | $1.67M | Sell |
23,266
-28,070
| -55% | -$2.02M | 0.02% | 299 |
|
2022
Q3 | $2.89M | Buy |
51,336
+31,805
| +163% | +$1.79M | 0.04% | 214 |
|
2022
Q2 | $1.08M | Buy |
19,531
+215
| +1% | +$11.9K | 0.02% | 312 |
|
2022
Q1 | $1.24M | Buy |
19,316
+240
| +1% | +$15.5K | 0.02% | 291 |
|
2021
Q4 | $1.11M | Sell |
19,076
-4,409
| -19% | -$257K | 0.02% | 297 |
|
2021
Q3 | $1.22M | Buy |
23,485
+413
| +2% | +$21.5K | 0.02% | 350 |
|
2021
Q2 | $1.24M | Buy |
23,072
+650
| +3% | +$34.9K | 0.02% | 346 |
|
2021
Q1 | $1.15M | Sell |
22,422
-1,722
| -7% | -$88.1K | 0.02% | 328 |
|
2020
Q4 | $1.07M | Buy |
24,144
+874
| +4% | +$38.8K | 0.02% | 318 |
|
2020
Q3 | $846K | Buy |
23,270
+290
| +1% | +$10.5K | 0.01% | 316 |
|
2020
Q2 | $828K | Buy |
22,980
+996
| +5% | +$35.9K | 0.02% | 297 |
|
2020
Q1 | $753K | Sell |
21,984
-4,008
| -15% | -$137K | 0.02% | 262 |
|
2019
Q4 | $1.38M | Sell |
25,992
-10,804
| -29% | -$572K | 0.03% | 258 |
|
2019
Q3 | $1.93M | Sell |
36,796
-1,636
| -4% | -$85.6K | 0.04% | 211 |
|
2019
Q2 | $2.11M | Sell |
38,432
-448
| -1% | -$24.6K | 0.07% | 197 |
|
2019
Q1 | $1.94M | Sell |
38,880
-5,392
| -12% | -$270K | 0.08% | 164 |
|
2018
Q4 | $2.02M | Sell |
44,272
-1,330
| -3% | -$60.6K | 0.09% | 152 |
|
2018
Q3 | $2.15M | Sell |
45,602
-1,448
| -3% | -$68.1K | 0.08% | 170 |
|
2018
Q2 | $2.02M | Sell |
47,050
-3,278
| -7% | -$141K | 0.08% | 172 |
|
2018
Q1 | $2.2M | Buy |
50,328
+418
| +0.8% | +$18.3K | 0.08% | 174 |
|
2017
Q4 | $2.19M | Sell |
49,910
-4,914
| -9% | -$216K | 0.08% | 172 |
|
2017
Q3 | $2.23M | Sell |
54,824
-2,376
| -4% | -$96.7K | 0.09% | 173 |
|
2017
Q2 | $2.22M | Sell |
57,200
-5,804
| -9% | -$225K | 0.09% | 175 |
|
2017
Q1 | $2.28M | Sell |
63,004
-3,670
| -6% | -$133K | 0.09% | 176 |
|
2016
Q4 | $2.32M | Sell |
66,674
-16,066
| -19% | -$559K | 0.1% | 172 |
|
2016
Q3 | $2.97M | Sell |
82,740
-26,738
| -24% | -$961K | 0.12% | 153 |
|
2016
Q2 | $3.95M | Sell |
109,478
-18,168
| -14% | -$656K | 0.16% | 131 |
|
2016
Q1 | $4.03M | Sell |
127,646
-53,056
| -29% | -$1.68M | 0.16% | 132 |
|
2015
Q4 | $5.41M | Sell |
180,702
-5,216
| -3% | -$156K | 0.21% | 114 |
|
2015
Q3 | $5.4M | Sell |
185,918
-23,194
| -11% | -$674K | 0.21% | 119 |
|
2015
Q2 | $6.5M | Buy |
209,112
+3,864
| +2% | +$120K | 0.22% | 121 |
|
2015
Q1 | $6.57M | Sell |
205,248
-22,948
| -10% | -$734K | 0.21% | 122 |
|
2014
Q4 | $6.97M | Buy |
+228,196
| New | +$6.97M | 0.23% | 114 |
|