West Oak Capital’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.96K | Sell |
7,545
-600
| -7% | -$633 | 0.31% | 66 |
|
2025
Q1 | $9.06K | Sell |
8,145
-1,065
| -12% | -$1.18K | 0.35% | 64 |
|
2024
Q4 | $9.53M | Hold |
9,210
| – | – | 0.34% | 63 |
|
2024
Q3 | $10.3K | Sell |
9,210
-25
| -0.3% | -$28 | 0.19% | 61 |
|
2024
Q2 | $825K | Hold |
9,235
| – | – | 0.33% | 64 |
|
2024
Q1 | $793K | Hold |
9,235
| – | – | 0.34% | 64 |
|
2023
Q4 | $764K | Hold |
9,235
| – | – | 0.36% | 66 |
|
2023
Q3 | $709K | Hold |
9,235
| – | – | 0.35% | 68 |
|
2023
Q2 | $645K | Buy |
9,235
+200
| +2% | +$14K | 0.31% | 73 |
|
2023
Q1 | $583K | Sell |
9,035
-835
| -8% | -$53.9K | 0.3% | 76 |
|
2022
Q4 | $710K | Hold |
9,870
| – | – | 0.37% | 68 |
|
2022
Q3 | $555K | Hold |
9,870
| – | – | 0.3% | 74 |
|
2022
Q2 | $546K | Sell |
9,870
-150
| -1% | -$8.3K | 0.29% | 77 |
|
2022
Q1 | $645K | Sell |
10,020
-250
| -2% | -$16.1K | 0.29% | 71 |
|
2021
Q4 | $600K | Sell |
10,270
-2,575
| -20% | -$150K | 0.22% | 80 |
|
2021
Q3 | $670K | Hold |
12,845
| – | – | 0.26% | 75 |
|
2021
Q2 | $689K | Hold |
12,845
| – | – | 0.27% | 75 |
|
2021
Q1 | $657K | Buy |
12,845
+65
| +0.5% | +$3.33K | 0.28% | 73 |
|
2020
Q4 | $568K | Hold |
12,780
| – | – | 0.26% | 74 |
|
2020
Q3 | $465K | Sell |
12,780
-700
| -5% | -$25.5K | 0.26% | 73 |
|
2020
Q2 | $486K | Sell |
13,480
-400
| -3% | -$14.4K | 0.28% | 75 |
|
2020
Q1 | $475K | Sell |
13,880
-350
| -2% | -$12K | 0.33% | 70 |
|
2019
Q4 | $753K | Sell |
14,230
-1,025
| -7% | -$54.2K | 0.42% | 65 |
|
2019
Q3 | $798K | Hold |
15,255
| – | – | 0.47% | 59 |
|
2019
Q2 | $836K | Sell |
15,255
-100
| -0.7% | -$5.48K | 0.5% | 58 |
|
2019
Q1 | $768K | Sell |
15,355
-355
| -2% | -$17.8K | 0.48% | 60 |
|
2018
Q4 | $716K | Hold |
15,710
| – | – | 0.51% | 60 |
|
2018
Q3 | $739K | Hold |
15,710
| – | – | 0.43% | 69 |
|
2018
Q2 | $676K | Hold |
15,710
| – | – | 0.41% | 71 |
|
2018
Q1 | $687K | Sell |
15,710
-1,400
| -8% | -$61.3K | 0.41% | 69 |
|
2017
Q4 | $751K | Sell |
17,110
-150
| -0.9% | -$6.58K | 0.46% | 65 |
|
2017
Q3 | $702K | Sell |
17,260
-400
| -2% | -$16.3K | 0.42% | 72 |
|
2017
Q2 | $686K | Sell |
17,660
-190
| -1% | -$7.38K | 0.42% | 72 |
|
2017
Q1 | $646K | Buy |
17,850
+310
| +2% | +$11.2K | 0.4% | 71 |
|
2016
Q4 | $610K | Sell |
17,540
-2,480
| -12% | -$86.3K | 0.41% | 70 |
|
2016
Q3 | $719K | Sell |
20,020
-100
| -0.5% | -$3.59K | 0.5% | 65 |
|
2016
Q2 | $726K | Sell |
20,120
-2,150
| -10% | -$77.6K | 0.52% | 64 |
|
2016
Q1 | $703K | Sell |
22,270
-2,580
| -10% | -$81.5K | 0.54% | 63 |
|
2015
Q4 | $744K | Sell |
24,850
-6,950
| -22% | -$208K | 0.58% | 58 |
|
2015
Q3 | $924K | Sell |
31,800
-4,880
| -13% | -$142K | 0.75% | 54 |
|
2015
Q2 | $1.14M | Sell |
36,680
-8,050
| -18% | -$250K | 0.85% | 47 |
|
2015
Q1 | $1.43M | Buy |
44,730
+1,220
| +3% | +$39K | 1.05% | 37 |
|
2014
Q4 | $1.33M | Sell |
43,510
-2,450
| -5% | -$74.8K | 0.97% | 39 |
|
2014
Q3 | $1.34M | Sell |
45,960
-1,140
| -2% | -$33.2K | 1% | 39 |
|
2014
Q2 | $1.47M | Sell |
47,100
-10
| -0% | -$311 | 1.06% | 35 |
|
2014
Q1 | $1.48M | Buy |
47,110
+1,170
| +3% | +$36.9K | 1.09% | 33 |
|
2013
Q4 | $1.53M | Buy |
45,940
+1,540
| +3% | +$51.4K | 1.13% | 31 |
|
2013
Q3 | $1.38M | Buy |
44,400
+23,380
| +111% | +$725K | 1.08% | 31 |
|
2013
Q2 | $611K | Buy |
+21,020
| New | +$611K | 0.51% | 64 |
|