Waverly 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 | $1.18M | Buy |
11,155
+984
| +10% | +$104K | 0.01% | 581 |
|
|
2025
Q1 | $1.13M | Buy |
10,171
+1,661
| +20% | +$185K | 0.01% | 583 |
|
|
2024
Q4 | $880K | Buy |
8,510
+513
| +6% | +$53.1K | 0.01% | 543 |
|
|
2024
Q3 | $894K | Sell |
7,997
-82
| -1% | -$9.17K | 0.02% | 462 |
|
|
2024
Q2 | $722K | Buy |
8,079
+906
| +13% | +$80.9K | 0.01% | 491 |
|
|
2024
Q1 | $616K | Buy |
7,173
+2,572
| +56% | +$221K | 0.01% | 442 |
|
|
2023
Q4 | $380K | Sell |
4,601
-136
| -3% | -$11.2K | 0.01% | 333 |
|
|
2023
Q3 | $364K | Buy |
+4,737
| New | +$364K | 0.02% | 297 |
|
|
2018
Q1 | – | Sell |
-416
| Closed | -$18K | – | 186 |
|
|
2017
Q4 | $18K | Buy |
+416
| New | +$18K | ﹤0.01% | 296 |
|
|
2014
Q4 | – | Sell |
-324
| Closed | -$9K | – | 415 |
|
|
2014
Q3 | $9K | Hold |
324
| – | – | ﹤0.01% | 495 |
|
|
2014
Q2 | $10K | Buy |
324
+16
| +5% | +$494 | ﹤0.01% | 432 |
|
|
2014
Q1 | $10K | Sell |
308
-940
| -75% | -$30.5K | ﹤0.01% | 417 |
|
|
2013
Q4 | $42K | Sell |
1,248
-794
| -39% | -$26.7K | 0.01% | 353 |
|
|
2013
Q3 | $63K | Buy |
+2,042
| New | +$63K | 0.03% | 212 |
|