Allworth Financial’s American Financial Group AFG Stock Holding History

Allworth Financial’s Portfolio AFG Stock Details AFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.86M	Buy	46,468 +45,512	+4,761%	+$5.74M	0.03%	274
2025 Q1	$123K	Buy	956 +254	+36%	+$32.8K	﹤0.01%	1120
2024 Q4	$94.2K	Buy	702 +527	+301%	+$70.7K	﹤0.01%	1288
2024 Q3	$23.6K	Buy	175 +29	+20%	+$3.9K	﹤0.01%	1810
2024 Q2	$18.2K	Buy	146 +111	+317%	+$13.9K	﹤0.01%	1943
2024 Q1	$4.78K	Sell	35 -3	-8%	-$409	﹤0.01%	2426
2023 Q4	$4.52K	Sell	38 -9	-19%	-$1.07K	﹤0.01%	2316
2023 Q3	$5.25K	Buy	47 +2	+4%	+$223	﹤0.01%	2080
2023 Q2	$5.34K	Buy	45 +34	+309%	+$4.04K	﹤0.01%	2067
2023 Q1	$1.34K	Sell	11 -1	-8%	-$122	﹤0.01%	2560
2022 Q4	$1.65K	Buy	12 +1	+9%	+$137	﹤0.01%	2308
2022 Q3	$1K	Sell	11 -2	-15%	-$182	﹤0.01%	2288
2022 Q2	$2K	Buy	13 +1	+8%	+$154	﹤0.01%	1974
2022 Q1	$2K	Buy	+12	New	+$2K	﹤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%	-$2.63K	﹤0.01%	1063
2020 Q1	$4K	Buy	58 +42	+263%	+$2.9K	﹤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%	-$2.5K	﹤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	+$2K	﹤0.01%	519