Venturi 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 | $1.04M | Sell |
9,826
-1,105
| -10% | -$117K | 0.05% | 198 |
|
|
2025
Q1 | $1.22M | Buy |
10,931
+266
| +2% | +$29.6K | 0.06% | 177 |
|
|
2024
Q4 | $1.1M | Sell |
10,665
-76
| -0.7% | -$7.86K | 0.05% | 195 |
|
|
2024
Q3 | $1.2M | Sell |
10,741
-934
| -8% | -$104K | 0.06% | 169 |
|
|
2024
Q2 | $1.04M | Sell |
11,675
-249
| -2% | -$22.2K | 0.06% | 177 |
|
|
2024
Q1 | $1.02M | Sell |
11,924
-89
| -0.7% | -$7.64K | 0.07% | 178 |
|
|
2023
Q4 | $991K | Sell |
12,013
-1,069
| -8% | -$88.2K | 0.07% | 170 |
|
|
2023
Q3 | $1M | Sell |
13,082
-244
| -2% | -$18.7K | 0.08% | 155 |
|
|
2023
Q2 | $930K | Buy |
13,326
+774
| +6% | +$54K | 0.07% | 167 |
|
|
2023
Q1 | $810K | Sell |
12,552
-844
| -6% | -$54.5K | 0.07% | 191 |
|
|
2022
Q4 | $964K | Sell |
13,396
-1,620
| -11% | -$117K | 0.09% | 163 |
|
|
2022
Q3 | $844K | Sell |
15,016
-157
| -1% | -$8.82K | 0.08% | 159 |
|
|
2022
Q2 | $840K | Sell |
15,173
-98
| -0.6% | -$5.43K | 0.08% | 164 |
|
|
2022
Q1 | $984K | Sell |
15,271
-276
| -2% | -$17.8K | 0.08% | 165 |
|
|
2021
Q4 | $908K | Sell |
15,547
-654
| -4% | -$38.2K | 0.07% | 184 |
|
|
2021
Q3 | $845K | Buy |
16,201
+66
| +0.4% | +$3.44K | 0.07% | 185 |
|
|
2021
Q2 | $866K | Buy |
16,135
+1,163
| +8% | +$62.4K | 0.08% | 175 |
|
|
2021
Q1 | $766K | Buy |
+14,972
| New | +$766K | 0.07% | 185 |
|
|
2020
Q4 | – | Sell |
-16,415
| Closed | -$597K | – | 304 |
|
|
2020
Q3 | $597K | Buy |
+16,415
| New | +$597K | 0.07% | 185 |
|
|
2020
Q2 | – | Sell |
-11,169
| Closed | -$382K | – | 248 |
|
|
2020
Q1 | $382K | Buy |
11,169
+4,579
| +69% | +$157K | 0.07% | 144 |
|
|
2019
Q4 | $349K | Sell |
6,590
-174
| -3% | -$9.22K | 0.04% | 190 |
|
|
2019
Q3 | $354K | Sell |
6,764
-6,030
| -47% | -$316K | 0.05% | 176 |
|
|
2019
Q2 | $701K | Sell |
12,794
-12,386
| -49% | -$679K | 0.1% | 125 |
|
|
2019
Q1 | $1.26M | Sell |
25,180
-649
| -3% | -$32.4K | 0.16% | 96 |
|
|
2018
Q4 | $1.15M | Buy |
25,829
+7,671
| +42% | +$340K | 0.18% | 90 |
|
|
2018
Q3 | $856K | Buy |
18,158
+158
| +0.9% | +$7.45K | 0.15% | 112 |
|
|
2018
Q2 | $842K | Hold |
18,000
| – | – | 0.16% | 107 |
|
|
2018
Q1 | $788K | Hold |
18,000
| – | – | 0.15% | 112 |
|
|
2017
Q4 | $790K | Buy |
18,000
+6,000
| +50% | +$263K | 0.15% | 116 |
|
|
2017
Q3 | $492K | Hold |
12,000
| – | – | 0.1% | 147 |
|
|
2017
Q2 | $466K | Hold |
12,000
| – | – | 0.11% | 134 |
|
|
2017
Q1 | $443K | Sell |
12,000
-12,000
| -50% | -$443K | 0.1% | 134 |
|
|
2016
Q4 | $835K | Hold |
24,000
| – | – | 0.23% | 89 |
|
|
2016
Q3 | $862K | Buy |
24,000
+12,000
| +100% | +$431K | 0.29% | 74 |
|
|
2016
Q2 | $433K | Sell |
12,000
-20
| -0.2% | -$722 | 0.15% | 106 |
|
|
2016
Q1 | $379K | Buy |
12,020
+20
| +0.2% | +$631 | 0.14% | 107 |
|
|
2015
Q4 | $359K | Buy |
+12,000
| New | +$359K | 0.16% | 106 |
|