AE Wealth Management’s American Financial Group AFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $986K | Sell |
7,817
-56
| -0.7% | -$7.07K | 0.01% | 728 |
|
2025
Q1 | $1.03M | Sell |
7,873
-1,177
| -13% | -$155K | 0.01% | 699 |
|
2024
Q4 | $1.24M | Buy |
9,050
+2,001
| +28% | +$274K | 0.01% | 654 |
|
2024
Q3 | $949K | Buy |
7,049
+2,673
| +61% | +$360K | 0.01% | 700 |
|
2024
Q2 | $538K | Buy |
4,376
+27
| +0.6% | +$3.32K | 0.01% | 863 |
|
2024
Q1 | $594K | Sell |
4,349
-14,516
| -77% | -$1.98M | 0.01% | 776 |
|
2023
Q4 | $2.27M | Sell |
18,865
-3,419
| -15% | -$411K | 0.01% | 858 |
|
2023
Q3 | $2.49M | Buy |
22,284
+3,673
| +20% | +$410K | 0.01% | 771 |
|
2023
Q2 | $2.21M | Buy |
18,611
+12,910
| +226% | +$1.53M | 0.01% | 814 |
|
2023
Q1 | $693K | Buy |
5,701
+405
| +8% | +$49.2K | ﹤0.01% | 1199 |
|
2022
Q4 | $727K | Buy |
5,296
+26
| +0.5% | +$3.57K | 0.01% | 1122 |
|
2022
Q3 | $648K | Sell |
5,270
-634
| -11% | -$78K | 0.01% | 1111 |
|
2022
Q2 | $819K | Sell |
5,904
-367
| -6% | -$50.9K | 0.01% | 958 |
|
2022
Q1 | $913K | Buy |
6,271
+238
| +4% | +$34.7K | 0.01% | 946 |
|
2021
Q4 | $828K | Buy |
6,033
+192
| +3% | +$26.4K | 0.01% | 1012 |
|
2021
Q3 | $735K | Buy |
5,841
+825
| +16% | +$104K | 0.01% | 980 |
|
2021
Q2 | $626K | Buy |
5,016
+298
| +6% | +$37.2K | 0.01% | 1049 |
|
2021
Q1 | $538K | Buy |
4,718
+123
| +3% | +$14K | 0.01% | 991 |
|
2020
Q4 | $403K | Buy |
4,595
+1,086
| +31% | +$95.2K | ﹤0.01% | 1038 |
|
2020
Q3 | $235K | Sell |
3,509
-1,128
| -24% | -$75.5K | ﹤0.01% | 1120 |
|
2020
Q2 | $294K | Buy |
4,637
+500
| +12% | +$31.7K | ﹤0.01% | 1022 |
|
2020
Q1 | $290K | Hold |
4,137
| – | – | 0.01% | 885 |
|
2019
Q4 | $454K | Buy |
4,137
+1
| +0% | +$110 | 0.01% | 765 |
|
2019
Q3 | $446K | Sell |
4,136
-4
| -0.1% | -$431 | 0.01% | 652 |
|
2019
Q2 | $424K | Sell |
4,140
-10
| -0.2% | -$1.02K | 0.01% | 631 |
|
2019
Q1 | $399K | Buy |
+4,150
| New | +$399K | 0.03% | 396 |
|