Affinity Investment Advisors, LLC Sells in Q3 2025

Affinity Investment Advisors, LLC

  • $146 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TWLO
Twilio Inc

Communication Services
-748
- 6.87%
$92.44 - $132.7 $69.1K - $99.3K
10.1K $1.01M
ACGL
Arch Capital Group Ltd.

Financial Services
-3.18K
- 43.47%
$85.61 - $93.54 $272K - $297K
4.13K $374K
MRK
Merck & Co., Inc.

Healthcare
-3.54K
- 21.78%
$77.6 - $87.37 $275K - $310K
12.7K $1.07M
IBM
International Business Machines Corp

Technology
-427
- 5.58%
$234.77 - $292.47 $100K - $125K
7.22K $2.04M
DRI
Darden Restaurants Inc

Consumer Cyclical
-19
- 0.27%
$184.73 - $220.27 $3.51K - $4.19K
7.11K $1.35M
AMP
Ameriprise Financial Inc

Financial Services
-120
- 3.82%
$486.13 - $544.55 $58.3K - $65.3K
3.02K $1.48M
PM
Philip Morris International Inc.

Consumer Defensive
-82
- 1.06%
$157.77 - $183.27 $12.9K - $15K
7.63K $1.24M
KR
Kroger CO

Consumer Defensive
-707
- 2.7%
$64.52 - $74.35 $45.6K - $52.6K
25.5K $1.72M
T
At&T Inc.

Communication Services
-3.9K
- 7.46%
$26.94 - $29.62 $105K - $116K
48.4K $1.37M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-387
- 16.55%
$301.44 - $365.84 $117K - $142K
1.95K $631K
CAH
Cardinal Health Inc

Healthcare
-392
- 21.0%
$146.04 - $167.63 $57.2K - $65.7K
1.48K $231K
MMM
3 M CO

Industrials
-551
- 24.51%
$144.41 - $160.2 $79.6K - $88.3K
1.7K $263K
PHM
Pultegroup Inc

Consumer Cyclical
-2.08K
- 27.87%
$108.0 - $141.42 $224K - $294K
5.37K $709K
MCK
Mckesson Corp

Healthcare
-117
- 29.25%
$659.01 - $772.54 $77.1K - $90.4K
283 $218K
GD
General Dynamics Corp

Industrials
-433
- 28.26%
$293.92 - $341.0 $127K - $148K
1.1K $374K
UNM
Unum Group

Financial Services
-447
- 3.7%
$68.55 - $82.12 $30.6K - $36.7K
11.6K $904K
SWK
Stanley Black & Decker, Inc.

Industrials
-1.03K
- 24.23%
$66.98 - $79.52 $68.8K - $81.7K
3.21K $238K
UNH
Unitedhealth Group Inc

Healthcare
-299
- 17.1%
$237.77 - $353.61 $71.1K - $106K
1.45K $500K
GILD
Gilead Sciences, Inc.

Healthcare
-391
- 2.07%
$108.22 - $120.47 $42.3K - $47.1K
18.5K $2.06M
BMY
Bristol Myers Squibb CO

Healthcare
-360
- 2.57%
$43.31 - $48.98 $15.6K - $17.6K
13.7K $616K
NRG
Nrg Energy, Inc.

Utilities
-217
- 4.84%
$144.77 - $173.91 $31.4K - $37.7K
4.27K $691K
TAP
Molson Coors Beverage CO

Consumer Defensive
-174
- 2.65%
$44.09 - $52.81 $7.67K - $9.19K
6.38K $288K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-399
- 10.39%
$185.88 - $207.44 $74.2K - $82.8K
3.44K $691K
ROK
Rockwell Automation, Inc

Industrials
-86
- 9.52%
$328.67 - $358.52 $28.3K - $30.8K
817 $285K
WFC
Wells Fargo & Company

Financial Services
-949
- 5.38%
$77.05 - $85.16 $73.1K - $80.8K
16.7K $1.4M
AEP
American Electric Power CO Inc

Utilities
-251
- 9.54%
$103.26 - $115.0 $25.9K - $28.9K
2.38K $267K
CEG
Constellation Energy Corp

Utilities
-69
- 2.47%
$298.82 - $354.89 $20.6K - $24.5K
2.72K $896K
Lam Research Corp
-24
- 0.34%
N/A
7.04K $0
STLD
Steel Dynamics Inc

Basic Materials
-4
- 0.22%
N/A
1.82K $178K
KHC
Kraft Heinz CO

Consumer Defensive
-7
- 0.07%
$25.63 - $28.94 $179 - $203
10.3K $269K
STT
State Street Corp

Financial Services
-305
- 7.14%
$102.01 - $117.25 $31.1K - $35.8K
3.97K $459K
EXC
Exelon Corp

Utilities
-472
- 2.05%
$42.73 - $45.54 $20.2K - $21.5K
22.6K $1.02M
QCOM
Qualcomm Inc

Technology
-79
- 0.94%
$145.84 - $173.55 $11.5K - $13.7K
8.31K $1.38M
PPL
Ppl Corp

Utilities
-572
- 2.16%
$33.54 - $37.24 $19.2K - $21.3K
25.9K $961K
JNJ
Johnson & Johnson

Healthcare
-225
- 6.58%
$155.17 - $185.42 $34.9K - $41.7K
3.2K $592K
MS
Morgan Stanley

Financial Services
-234
- 3.73%
$139.09 - $161.16 $32.5K - $37.7K
6.04K $960K
HST
Host Hotels & Resorts, Inc.

Real Estate
-904
- 1.65%
$15.27 - $17.68 $13.8K - $16K
54K $918K
PKG
Packaging Corp Of America

Consumer Cyclical
-192
- 3.74%
$191.41 - $220.25 $36.8K - $42.3K
4.94K $1.08M
XOM
Exxon Mobil Corp

Energy
-91
- 0.38%
$105.83 - $117.22 $9.63K - $10.7K
24.1K $2.71M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-66
- 1.25%
$201.83 - $230.93 $13.3K - $15.2K
5.22K $1.16M
C
Citigroup Inc

Financial Services
-11
- 0.14%
$85.57 - $103.49 $941 - $1.14K
7.99K $811K
MSFT
Microsoft Corp

Technology
-234
- 1.83%
$491.09 - $535.64 $115K - $125K
12.6K $6.51M
GS
Goldman Sachs Group Inc

Financial Services
-72
- 2.87%
$696.56 - $806.32 $50.2K - $58.1K
2.43K $1.94M
CMI
Cummins Inc

Industrials
-1
- 0.05%
$327.85 - $426.39 $328 - $426
1.94K $818K
JPM
Jpmorgan Chase & CO

Financial Services
-596
- 4.03%
$282.78 - $316.06 $169K - $188K
14.2K $4.48M
MO
Altria Group, Inc.

Consumer Defensive
-194
- 0.69%
$57.75 - $67.68 $11.2K - $13.1K
27.9K $1.84M
BAC
Bank Of America Corp

Financial Services
-1.19K
- 1.98%
$44.92 - $52.42 $53.3K - $62.2K
58.6K $3.02M
DAL
Delta Air Lines, Inc.

Industrials
-613
- 1.93%
$49.0 - $61.97 $30K - $38K
31.2K $1.77M
SPG
Simon Property Group Inc

Real Estate
-10
- 0.12%
$159.93 - $187.67 $1.6K - $1.88K
8.55K $1.6M
Activity Summary
Buys All Purchases 58 New Holdings 9 Increased Positions 49 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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