Waldron Private 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 | – | Sell |
-3,710
| Closed | -$384K | – | 297 |
|
|
2024
Q4 | $384K | Buy |
3,710
+39
| +1% | +$4.03K | 0.02% | 292 |
|
|
2024
Q3 | $410K | Buy |
3,671
+41
| +1% | +$4.58K | 0.02% | 279 |
|
|
2024
Q2 | $324K | Sell |
3,630
-10
| -0.3% | -$893 | 0.01% | 296 |
|
|
2024
Q1 | $313K | Sell |
3,640
-218
| -6% | -$18.7K | 0.01% | 308 |
|
|
2023
Q4 | $318K | Buy |
3,858
+33
| +0.9% | +$2.72K | 0.02% | 298 |
|
|
2023
Q3 | $294K | Buy |
3,825
+18
| +0.5% | +$1.38K | 0.02% | 293 |
|
|
2023
Q2 | $266K | Buy |
3,807
+374
| +11% | +$26.1K | 0.01% | 310 |
|
|
2023
Q1 | $221K | Sell |
3,433
-1,141
| -25% | -$73.6K | 0.01% | 377 |
|
|
2022
Q4 | $257K | Hold |
4,574
| – | – | 0.02% | 320 |
|
|
2022
Q3 | $257K | Buy |
4,574
+280
| +7% | +$15.7K | 0.02% | 322 |
|
|
2022
Q2 | $237K | Buy |
4,294
+1,171
| +37% | +$64.6K | 0.01% | 339 |
|
|
2022
Q1 | $201K | Buy |
+3,123
| New | +$201K | 0.01% | 384 |
|