Burns Matteson Capital Management’s Aflac AFL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,862	Closed	-$407K	–	200
2025 Q2	$407K	Buy	3,862 +33	+0.9%	+$3.47K	0.2%	108
2025 Q1	$426K	Buy	3,829 +671	+21%	+$71.2K	0.23%	89
2024 Q4	$327K	Sell	3,158 -3,546	-53%	-$387K	0.18%	113
2024 Q3	$750K	Buy	6,704 +3,627	+118%	+$369K	0.42%	48
2024 Q2	$275K	Buy	3,077 +121	+4%	+$10.4K	0.17%	122
2024 Q1	$254K	Buy	2,956 +23	+0.8%	+$1.89K	0.16%	128
2023 Q4	$241K	Hold	2,933	–	–	0.17%	119
2023 Q3	$225K	Buy	+2,933	New	+$218K	0.14%	126
2022 Q1	–	Sell	-12,538	Closed	-$732K	–	122
2021 Q4	$732K	Buy	12,538 +3,114	+33%	+$175K	0.5%	57
2021 Q3	$491K	Buy	9,424 +1,425	+18%	+$77.9K	0.37%	55
2021 Q2	$429K	Buy	7,999 +3,051	+62%	+$166K	0.34%	57
2021 Q1	$253K	Buy	+4,948	New	+$237K	0.24%	65