LK Balanced Fund AFL Holdings History
LK Balanced Fund's Aflac Inc Holding Summary
As of 2025-03-31, Managed Portfolio Series held 8,000.00 shares of Aflac Inc(AFL), totaling $889,520.00. This investment constitutes 4.38% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding Aflac Inc(AFL) stock.
The initial trade took place in 2021Q2. And since then LK Balanced Fund has made 1 purchases of AFL, at an average price of $54.46, for a total of 10,000.00 shares. In addition, there have been 2 sales at an average price of $93.80 for 2,000.00 shares. Based on historical transaction data and AFL's current price of $104.57, LK Balanced Fund's estimated gain on his AFL holdings is $479,560.00, reflecting a 88.06% gain to date.
LK Balanced Fund AFL ($104.57) Holding Chart
LK Balanced Fund AFL ($104.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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