Transform Wealth’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $252K | Buy |
+2,263
| New | +$252K | 0.02% | 223 |
|
|
2020
Q2 | – | Sell |
-84,902
| Closed | -$2.91M | – | 225 |
|
|
2020
Q1 | $2.91M | Buy |
84,902
+4,115
| +5% | +$141K | 0.62% | 60 |
|
|
2019
Q4 | $4.27M | Buy |
80,787
+2,627
| +3% | +$139K | 0.68% | 60 |
|
|
2019
Q3 | $4.09M | Buy |
78,160
+396
| +0.5% | +$20.7K | 0.73% | 60 |
|
|
2019
Q2 | $4.26M | Sell |
77,764
-6,042
| -7% | -$331K | 0.63% | 61 |
|
|
2019
Q1 | $4.19M | Buy |
+83,806
| New | +$4.19M | 0.78% | 53 |
|