Allworth Financial’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 | $6.48M | Buy |
50,770
+2,186
| +4% | +$284K | 0.03% | 320 |
|
|
2025
Q4 | $6.64M | Sell |
48,584
-1,067
| -2% | -$146K | 0.03% | 306 |
|
|
2025
Q3 | $7.24M | Buy |
49,651
+3,183
| +7% | +$422K | 0.03% | 254 |
|
|
2025
Q2 | $5.86M | Buy |
46,468
+45,512
| +4,761% | +$5.69M | 0.03% | 277 |
|
|
2025
Q1 | $123K | Buy |
956
+254
| +36% | +$32.8K | ﹤0.01% | 1127 |
|
|
2024
Q4 | $94.2K | Buy |
702
+527
| +301% | +$72.5K | ﹤0.01% | 1293 |
|
|
2024
Q3 | $23.6K | Buy |
175
+29
| +20% | +$3.76K | ﹤0.01% | 1812 |
|
|
2024
Q2 | $18.2K | Buy |
146
+111
| +317% | +$14.3K | ﹤0.01% | 1943 |
|
|
2024
Q1 | $4.78K | Sell |
35
-3
| -8% | -$373 | ﹤0.01% | 2426 |
|
|
2023
Q4 | $4.52K | Sell |
38
-9
| -19% | -$1.01K | ﹤0.01% | 2316 |
|
|
2023
Q3 | $5.25K | Buy |
47
+2
| +4% | +$231 | ﹤0.01% | 2080 |
|
|
2023
Q2 | $5.34K | Buy |
45
+34
| +309% | +$4.01K | ﹤0.01% | 2067 |
|
|
2023
Q1 | $1.34K | Sell |
11
-1
| -8% | -$132 | ﹤0.01% | 2560 |
|
|
2022
Q4 | $1.65K | Buy |
12
+1
| +9% | +$137 | ﹤0.01% | 2309 |
|
|
2022
Q3 | $1K | Sell |
11
-2
| -15% | -$262 | ﹤0.01% | 2290 |
|
|
2022
Q2 | $2K | Buy |
13
+1
| +8% | +$141 | ﹤0.01% | 1974 |
|
|
2022
Q1 | $2K | Buy |
+12
| New | +$1.64K | ﹤0.01% | 1767 |
|
|
2021
Q3 | – | Sell |
-16
| Closed | -$2K | – | 1845 |
|
|
2021
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 1351 |
|
|
2021
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 1281 |
|
|
2020
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1233 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q2 | $1K | Sell |
16
-42
| -72% | -$2.71K | ﹤0.01% | 1063 |
|
|
2020
Q1 | $4K | Buy |
58
+42
| +263% | +$4.05K | ﹤0.01% | 903 |
|
|
2019
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 886 |
|
|
2019
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 795 |
|
|
2019
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 793 |
|
|
2019
Q1 | $2K | Sell |
16
-20
| -56% | -$1.92K | ﹤0.01% | 804 |
|
|
2018
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 669 |
|
|
2018
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 676 |
|
|
2018
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 660 |
|
|
2018
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 602 |
|
|
2017
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 579 |
|
|
2017
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 583 |
|
|
2017
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 590 |
|
|
2017
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 591 |
|
|
2016
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 525 |
|
|
2016
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 550 |
|
|
2016
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 503 |
|
|
2016
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 490 |
|
|
2015
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 492 |
|
|
2015
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 520 |
|
|
2015
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 513 |
|
|
2015
Q1 | $2K | Buy |
+36
| New | +$2.23K | ﹤0.01% | 519 |
|
Other funds holding AFG
VPM
VCM
AFGI4KRSP
