Valeo Financial Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.91M | Sell |
18,091
-1,800
| -9% | -$190K | 0.05% | 179 |
|
2025
Q1 | $2.21M | Buy |
19,891
+4,235
| +27% | +$471K | 0.06% | 142 |
|
2024
Q4 | $1.62M | Sell |
15,656
-350
| -2% | -$36.2K | 0.05% | 173 |
|
2024
Q3 | $1.79M | Sell |
16,006
-42
| -0.3% | -$4.7K | 0.05% | 168 |
|
2024
Q2 | $1.43M | Buy |
16,048
+36
| +0.2% | +$3.22K | 0.04% | 189 |
|
2024
Q1 | $1.35M | Buy |
16,012
+210
| +1% | +$17.7K | 0.05% | 192 |
|
2023
Q4 | $1.3M | Buy |
15,802
+697
| +5% | +$57.5K | 0.05% | 188 |
|
2023
Q3 | $1.16M | Sell |
15,105
-180
| -1% | -$13.8K | 0.05% | 185 |
|
2023
Q2 | $1.07M | Buy |
15,285
+3,198
| +26% | +$223K | 0.05% | 197 |
|
2023
Q1 | $780K | Buy |
12,087
+405
| +3% | +$26.1K | 0.04% | 250 |
|
2022
Q4 | $840K | Buy |
11,682
+1,966
| +20% | +$141K | 0.05% | 210 |
|
2022
Q3 | $546K | Buy |
9,716
+363
| +4% | +$20.4K | 0.03% | 247 |
|
2022
Q2 | $518K | Sell |
9,353
-311
| -3% | -$17.2K | 0.03% | 246 |
|
2022
Q1 | $622K | Buy |
9,664
+630
| +7% | +$40.5K | 0.03% | 269 |
|
2021
Q4 | $527K | Buy |
9,034
+369
| +4% | +$21.5K | 0.03% | 285 |
|
2021
Q3 | $452K | Buy |
8,665
+938
| +12% | +$48.9K | 0.03% | 313 |
|
2021
Q2 | $415K | Buy |
7,727
+237
| +3% | +$12.7K | 0.03% | 282 |
|
2021
Q1 | $383K | Sell |
7,490
-176
| -2% | -$9K | 0.02% | 311 |
|
2020
Q4 | $341K | Sell |
7,666
-463
| -6% | -$20.6K | 0.02% | 302 |
|
2020
Q3 | $295K | Sell |
8,129
-528
| -6% | -$19.2K | 0.03% | 251 |
|
2020
Q2 | $312K | Buy |
8,657
+254
| +3% | +$9.15K | 0.03% | 243 |
|
2020
Q1 | $319K | Sell |
8,403
-363
| -4% | -$13.8K | 0.03% | 220 |
|
2019
Q4 | $464K | Sell |
8,766
-310
| -3% | -$16.4K | 0.05% | 201 |
|
2019
Q3 | $475K | Sell |
9,076
-432
| -5% | -$22.6K | 0.05% | 175 |
|
2019
Q2 | $521K | Buy |
9,508
+728
| +8% | +$39.9K | 0.06% | 177 |
|
2019
Q1 | $439K | Buy |
8,780
+251
| +3% | +$12.6K | 0.05% | 184 |
|
2018
Q4 | $389K | Buy |
8,529
+138
| +2% | +$6.29K | 0.05% | 184 |
|
2018
Q3 | $361K | Sell |
8,391
-124
| -1% | -$5.34K | 0.05% | 194 |
|
2018
Q2 | $394K | Buy |
8,515
+211
| +3% | +$9.76K | 0.06% | 197 |
|
2018
Q1 | $363K | Buy |
8,304
+726
| +10% | +$31.7K | 0.06% | 185 |
|
2017
Q4 | $333K | Buy |
7,578
+202
| +3% | +$8.88K | 0.05% | 185 |
|
2017
Q3 | $300K | Buy |
+7,376
| New | +$300K | 0.07% | 168 |
|