Trevor, Stewart, Burton & Jacobsen’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $4.12M | Sell |
137,546
-4,866
| -3% | -$146K | 4.66% | 2 |
|
|
2015
Q3 | $4.14M | Sell |
142,412
-14,820
| -9% | -$431K | 4.81% | 1 |
|
|
2015
Q2 | $4.89M | Sell |
157,232
-15,456
| -9% | -$481K | 4.35% | 2 |
|
|
2015
Q1 | $5.53M | Sell |
172,688
-678
| -0.4% | -$21.7K | 4.59% | 1 |
|
|
2014
Q4 | $5.3M | Sell |
173,366
-39,200
| -18% | -$1.2M | 4.22% | 8 |
|
|
2014
Q3 | $6.19M | Sell |
212,566
-31,880
| -13% | -$929K | 3.96% | 9 |
|
|
2014
Q2 | $7.61M | Sell |
244,446
-29,180
| -11% | -$908K | 3.95% | 7 |
|
|
2014
Q1 | $8.63M | Sell |
273,626
-5,700
| -2% | -$180K | 4.18% | 9 |
|
|
2013
Q4 | $9.33M | Sell |
279,326
-4,054
| -1% | -$135K | 4.27% | 4 |
|
|
2013
Q3 | $8.78M | Sell |
283,380
-4,710
| -2% | -$146K | 4.54% | 2 |
|
|
2013
Q2 | $8.37M | Buy |
+288,090
| New | +$8.37M | 4.47% | 1 |
|