Capstone Investment Advisors’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 |
-7,039
| Closed | -$739K | – | 1893 |
|
|
2025
Q2 | $742K | Buy |
+7,039
| New | +$740K | ﹤0.01% | 958 |
|
|
2025
Q1 | – | Sell |
-8,108
| Closed | -$860K | – | 1328 |
|
|
2024
Q4 | $839K | Buy |
8,108
+5,273
| +186% | +$575K | ﹤0.01% | 1132 |
|
|
2024
Q3 | $317K | Sell |
2,835
-3,650
| -56% | -$371K | ﹤0.01% | 1397 |
|
|
2024
Q2 | $579K | Buy |
6,485
+1,349
| +26% | +$116K | ﹤0.01% | 1235 |
|
|
2024
Q1 | $441K | Buy |
+5,136
| New | +$421K | ﹤0.01% | 1635 |
|
|
2023
Q3 | – | Sell |
-7,488
| Closed | -$556K | – | 2088 |
|
|
2023
Q2 | $523K | Sell |
7,488
-1,099
| -13% | -$73.6K | ﹤0.01% | 1139 |
|
|
2023
Q1 | $554K | Buy |
+8,587
| New | +$588K | ﹤0.01% | 972 |
|
|
2022
Q1 | – | Sell |
-475,000
| Closed | -$29.7M | – | 2046 |
|
|
2021
Q4 | $27.7M | Buy |
475,000
+465,788
| +5,056% | +$26.1M | 0.05% | 344 |
|
|
2021
Q3 | $480K | Buy |
+9,212
| New | +$504K | ﹤0.01% | 1575 |
|
|
2021
Q1 | – | Sell |
-59,378
| Closed | -$2.85M | – | 1645 |
|
|
2020
Q4 | $2.64M | Sell |
59,378
-153,798
| -72% | -$6.3M | 0.01% | 795 |
|
|
2020
Q3 | $7.75M | Buy |
213,176
+60,671
| +40% | +$2.21M | 0.04% | 387 |
|
|
2020
Q2 | $5.5M | Buy |
152,505
+39,229
| +35% | +$1.42M | 0.04% | 404 |
|
|
2020
Q1 | $3.88M | Buy |
113,276
+81,592
| +258% | +$3.73M | 0.06% | 340 |
|
|
2019
Q4 | $1.68M | Buy |
31,684
+31,669
| +211,127% | +$1.68M | 0.01% | 887 |
|
|
2019
Q3 | $1K | Sell |
15
-11
| -42% | -$581 | ﹤0.01% | 1336 |
|
|
2019
Q2 | $1K | Sell |
26
-5,832
| -100% | -$301K | ﹤0.01% | 1379 |
|
|
2019
Q1 | $293K | Buy |
5,858
+5,381
| +1,128% | +$259K | ﹤0.01% | 1080 |
|
|
2018
Q4 | $22K | Sell |
477
-5,683
| -92% | -$253K | ﹤0.01% | 1219 |
|
|
2018
Q3 | $290K | Buy |
+6,160
| New | +$282K | ﹤0.01% | 924 |
|
|
2017
Q1 | – | Sell |
-101,408
| Closed | -$3.53M | – | 847 |
|
|
2016
Q4 | $3.53M | Buy |
101,408
+10,032
| +11% | +$353K | 0.11% | 179 |
|
|
2016
Q3 | $3.28M | Buy |
+91,376
| New | +$3.33M | 0.07% | 181 |
|
|
2016
Q1 | – | Sell |
-23,560
| Closed | -$705K | – | 629 |
|
|
2015
Q4 | $705K | Buy |
+23,560
| New | +$733K | 0.02% | 294 |
|
Other funds holding AFL
JPH
VCM
VPM
Capstone Investment Advisors's AFL Position: Q3 2025 in Review
Capstone Investment Advisors sold out of Aflac (AFL) in Q3 2025, closing a stake of 7,039 shares — an estimated $739K sold.
Capstone Investment Advisors first reported a position in AFL in Q4 2015 and held it in 22 quarters. The position peaked at $27.7M in Q4 2021. 1,621 funds tracked by Wall St. Rank hold AFL as of Q3 2025.
- Capstone Investment Advisors reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
- Capstone Investment Advisors sold 7,039 Aflac shares in Q3 2025, an estimated $739K.
- Capstone Investment Advisors first reported a position in Aflac in Q4 2015 and held it in 22 quarters.
- Capstone Investment Advisors's Aflac position peaked at $27.7M in Q4 2021.
- 1,621 funds tracked by Wall St. Rank held Aflac as of Q3 2025.
Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.