AFG
Allegheny Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.93M | Buy |
43,623
+24,465
| +128% | +$4.45M | 1.76% | 14 |
|
|
2025
Q1 | $3.32M | Buy |
19,158
+2,303
| +14% | +$399K | 0.85% | 20 |
|
|
2024
Q4 | $2.95M | Buy |
16,855
+3,555
| +27% | +$623K | 0.76% | 23 |
|
|
2024
Q3 | $2.38M | Buy |
13,300
+1,059
| +9% | +$190K | 0.59% | 27 |
|
|
2024
Q2 | $2.01M | Buy |
12,241
+4,509
| +58% | +$741K | 0.58% | 28 |
|
|
2024
Q1 | $1.31M | Buy |
7,732
+539
| +7% | +$91.3K | 0.4% | 45 |
|
|
2023
Q4 | $1.14M | Buy |
7,193
+1,411
| +24% | +$223K | 0.36% | 51 |
|
|
2023
Q3 | $819K | Buy |
5,782
+1,786
| +45% | +$253K | 0.31% | 61 |
|
|
2023
Q2 | $598K | Sell |
3,996
-963
| -19% | -$144K | 0.28% | 70 |
|
|
2023
Q1 | $717K | Buy |
4,959
+713
| +17% | +$103K | 0.29% | 73 |
|
|
2022
Q4 | $600K | Buy |
4,246
+728
| +21% | +$103K | 0.25% | 82 |
|
|
2022
Q3 | $447K | Buy |
3,518
+736
| +26% | +$93.5K | 0.21% | 89 |
|
|
2022
Q2 | $373K | Buy |
+2,782
| New | +$373K | 0.17% | 94 |
|