Waverly Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $880K | Buy |
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|
2024
Q3 | $894K | Sell |
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|
2024
Q2 | $722K | Buy |
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|
2024
Q1 | $616K | Buy |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $364K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $18K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $9K | Hold |
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|
2014
Q2 | $10K | Buy |
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|
2014
Q1 | $10K | Sell |
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|
2013
Q4 | $42K | Sell |
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|
2013
Q3 | $63K | Buy |
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