Summit Trail Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
+12,479
| New | +$1.32M | 0.02% | 376 |
|
|
2024
Q4 | – | Sell |
-12,367
| Closed | -$1.38M | – | 404 |
|
|
2024
Q3 | $1.38M | Buy |
12,367
+4,494
| +57% | +$502K | 0.03% | 214 |
|
|
2024
Q2 | $703K | Buy |
7,873
+131
| +2% | +$11.7K | 0.02% | 304 |
|
|
2024
Q1 | $665K | Buy |
7,742
+455
| +6% | +$39.1K | 0.02% | 282 |
|
|
2023
Q4 | $601K | Buy |
7,287
+230
| +3% | +$19K | 0.02% | 249 |
|
|
2023
Q3 | $542K | Sell |
7,057
-131
| -2% | -$10.1K | 0.02% | 255 |
|
|
2023
Q2 | $502K | Buy |
7,188
+842
| +13% | +$58.8K | 0.02% | 263 |
|
|
2023
Q1 | $409K | Buy |
6,346
+706
| +13% | +$45.6K | 0.02% | 250 |
|
|
2022
Q4 | $406K | Buy |
5,640
+26
| +0.5% | +$1.87K | 0.02% | 216 |
|
|
2022
Q3 | $316K | Buy |
5,614
+374
| +7% | +$21.1K | 0.02% | 249 |
|
|
2022
Q2 | $290K | Buy |
5,240
+743
| +17% | +$41.1K | 0.02% | 280 |
|
|
2022
Q1 | $290K | Buy |
+4,497
| New | +$290K | 0.02% | 250 |
|
|
2018
Q4 | – | Sell |
-3,325
| Closed | -$157K | – | 113 |
|
|
2018
Q3 | $157K | Buy |
+3,325
| New | +$157K | 0.03% | 207 |
|
|
2018
Q2 | – | Sell |
-5,081
| Closed | -$207K | – | 486 |
|
|
2018
Q1 | $207K | Buy |
5,081
+2,143
| +73% | +$87.3K | 0.04% | 367 |
|
|
2017
Q4 | $130K | Buy |
+2,938
| New | +$130K | 0.02% | 555 |
|