AE Wealth Management’s American Financial Group AFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$439K	Sell	3,434 -2,566	-43%	-$333K	﹤0.01%	1180
2025 Q4	$820K	Buy	6,000 +2,616	+77%	+$359K	﹤0.01%	858
2025 Q3	$493K	Sell	3,384 -4,433	-57%	-$588K	﹤0.01%	982
2025 Q2	$986K	Sell	7,817 -56	-0.7%	-$7.01K	0.01%	728
2025 Q1	$1.03M	Sell	7,873 -1,177	-13%	-$152K	0.01%	699
2024 Q4	$1.24M	Buy	9,050 +2,001	+28%	+$275K	0.01%	654
2024 Q3	$949K	Buy	7,049 +2,673	+61%	+$346K	0.01%	700
2024 Q2	$538K	Buy	4,376 +27	+0.6%	+$3.47K	0.01%	864
2024 Q1	$594K	Sell	4,349 -14,516	-77%	-$1.81M	0.01%	776
2023 Q4	$2.27M	Sell	18,865 -3,419	-15%	-$385K	0.01%	859
2023 Q3	$2.49M	Buy	22,284 +3,673	+20%	+$424K	0.01%	773
2023 Q2	$2.21M	Buy	18,611 +12,910	+226%	+$1.52M	0.01%	815
2023 Q1	$693K	Buy	5,701 +405	+8%	+$53.4K	﹤0.01%	1201
2022 Q4	$727K	Buy	5,296 +26	+0.5%	+$3.56K	0.01%	1124
2022 Q3	$648K	Sell	5,270 -634	-11%	-$83.2K	0.01%	1114
2022 Q2	$819K	Sell	5,904 -367	-6%	-$51.6K	0.01%	961
2022 Q1	$913K	Buy	6,271 +238	+4%	+$32.5K	0.01%	949
2021 Q4	$828K	Buy	6,033 +192	+3%	+$26.4K	0.01%	1012
2021 Q3	$735K	Buy	5,841 +825	+16%	+$108K	0.01%	982
2021 Q2	$626K	Buy	5,016 +298	+6%	+$37.2K	0.01%	1052
2021 Q1	$538K	Buy	4,718 +123	+3%	+$12.7K	0.01%	994
2020 Q4	$403K	Buy	4,595 +1,086	+31%	+$89.1K	﹤0.01%	1040
2020 Q3	$235K	Sell	3,509 -1,128	-24%	-$72.7K	﹤0.01%	1124
2020 Q2	$294K	Buy	4,637 +500	+12%	+$32.2K	﹤0.01%	1025
2020 Q1	$290K	Hold	4,137	–	–	0.01%	889
2019 Q4	$454K	Buy	4,137 +1	+0%	+$107	0.01%	766
2019 Q3	$446K	Sell	4,136 -4	-0.1%	-$414	0.01%	652
2019 Q2	$424K	Sell	4,140 -10	-0.2%	-$1.01K	0.01%	631
2019 Q1	$399K	Buy	+4,150	New	+$397K	0.03%	396