Diversified Trust’s Aflac AFL Stock Holding History

Diversified Trust’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$591K	Buy	5,605 +3,806	+212%	+$401K	0.01%	548
2025 Q1	$200K	Buy	+1,799	New	+$200K	﹤0.01%	852
2023 Q2	–	Sell	-10,856	Closed	-$700K	–	830
2023 Q1	$700K	Buy	+10,856	New	+$700K	0.03%	360
2021 Q2	–	Sell	-9,870	Closed	-$505K	–	788
2021 Q1	$505K	Sell	9,870 -3,353	-25%	-$172K	0.02%	366
2020 Q4	$588K	Buy	13,223 +2,843	+27%	+$126K	0.02%	299
2020 Q3	$377K	Buy	10,380 +3,524	+51%	+$128K	0.02%	378
2020 Q2	$247K	Sell	6,856 -3,242	-32%	-$117K	0.01%	443
2020 Q1	$346K	Buy	10,098 +2,498	+33%	+$85.6K	0.02%	272
2019 Q4	$402K	Buy	7,600 +899	+13%	+$47.6K	0.02%	282
2019 Q3	$351K	Hold	6,701	–	–	0.02%	246
2019 Q2	$367K	Sell	6,701 -24	-0.4%	-$1.31K	0.02%	246
2019 Q1	$336K	Sell	6,725 -8	-0.1%	-$400	0.02%	245
2018 Q4	$307K	Buy	6,733 +17	+0.3%	+$775	0.02%	244
2018 Q3	$316K	Sell	6,716 -32	-0.5%	-$1.51K	0.02%	240
2018 Q2	$290K	Sell	6,748 -268	-4%	-$11.5K	0.02%	240
2018 Q1	$307K	Buy	7,016 +300	+4%	+$13.1K	0.02%	226
2017 Q4	$295K	Sell	6,716 -74	-1%	-$3.25K	0.02%	229
2017 Q3	$276K	Sell	6,790 -4,554	-40%	-$185K	0.02%	229
2017 Q2	$441K	Buy	11,344 +3,602	+47%	+$140K	0.04%	178
2017 Q1	$280K	Sell	7,742 -284	-4%	-$10.3K	0.02%	209
2016 Q4	$279K	Buy	8,026 +638	+9%	+$22.2K	0.02%	189
2016 Q3	$265K	Buy	7,388 +900	+14%	+$32.3K	0.03%	220
2016 Q2	$234K	Hold	6,488	–	–	0.03%	336
2016 Q1	$205K	Buy	+6,488	New	+$205K	0.02%	363
2015 Q3	–	Sell	-6,464	Closed	-$201K	–	422
2015 Q2	$201K	Hold	6,464	–	–	0.02%	454
2015 Q1	$207K	Sell	6,464 -4,000	-38%	-$128K	0.02%	474
2014 Q4	$320K	Buy	+10,464	New	+$320K	0.03%	402
2014 Q2	$201K	Buy	+6,464	New	+$201K	0.02%	520
2013 Q4	$216K	Sell	6,464 -76	-1%	-$2.54K	0.02%	436
2013 Q3	$203K	Buy	+6,540	New	+$203K	0.02%	445