Wealthspire Advisors (New York)’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
11,116
+268
| +2% | +$28.3K | 0.01% | 355 |
|
|
2025
Q1 | $1.21M | Buy |
10,848
+118
| +1% | +$13.1K | 0.01% | 348 |
|
|
2024
Q4 | $1.11M | Buy |
10,730
+247
| +2% | +$25.6K | 0.01% | 350 |
|
|
2024
Q3 | $1.17M | Sell |
10,483
-2,890
| -22% | -$323K | 0.01% | 344 |
|
|
2024
Q2 | $1.19M | Sell |
13,373
-491
| -4% | -$43.9K | 0.02% | 288 |
|
|
2024
Q1 | $1.19M | Buy |
13,864
+227
| +2% | +$19.5K | 0.02% | 287 |
|
|
2023
Q4 | $1.13M | Buy |
13,637
+166
| +1% | +$13.7K | 0.02% | 291 |
|
|
2023
Q3 | $1.03M | Buy |
13,471
+982
| +8% | +$75.4K | 0.02% | 276 |
|
|
2023
Q2 | $872K | Buy |
12,489
+4
| +0% | +$279 | 0.01% | 272 |
|
|
2023
Q1 | $806K | Sell |
12,485
-1,952
| -14% | -$126K | 0.01% | 285 |
|
|
2022
Q4 | $1.04M | Buy |
14,437
+1,028
| +8% | +$74K | 0.02% | 256 |
|
|
2022
Q3 | $754K | Sell |
13,409
-647
| -5% | -$36.4K | 0.02% | 271 |
|
|
2022
Q2 | $778K | Buy |
14,056
+587
| +4% | +$32.5K | 0.02% | 245 |
|
|
2022
Q1 | $867K | Sell |
13,469
-2,451
| -15% | -$158K | 0.02% | 205 |
|
|
2021
Q4 | $930K | Sell |
15,920
-12
| -0.1% | -$701 | 0.02% | 239 |
|
|
2021
Q3 | $831K | Buy |
15,932
+2,369
| +17% | +$124K | 0.02% | 278 |
|
|
2021
Q2 | $728K | Sell |
13,563
-6,298
| -32% | -$338K | 0.02% | 189 |
|
|
2021
Q1 | $1.02M | Buy |
19,861
+542
| +3% | +$27.7K | 0.02% | 266 |
|
|
2020
Q4 | $859K | Buy |
+19,319
| New | +$859K | 0.03% | 224 |
|
|
2020
Q2 | – | Sell |
-20,213
| Closed | -$692K | – | 288 |
|
|
2020
Q1 | $692K | Buy |
+20,213
| New | +$692K | 0.03% | 249 |
|
|
2019
Q1 | – | Sell |
-526
| Closed | -$24K | – | 66 |
|
|
2018
Q4 | $24K | Buy |
+526
| New | +$24K | ﹤0.01% | 298 |
|