Bartlett & Co 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 | $67.6K | Hold |
536
| – | – | ﹤0.01% | 612 |
|
|
2025
Q1 | $70.4K | Sell |
536
-54
| -9% | -$7.09K | ﹤0.01% | 599 |
|
|
2024
Q4 | $80.8K | Buy |
590
+19
| +3% | +$2.6K | ﹤0.01% | 566 |
|
|
2024
Q3 | $76.9K | Sell |
571
-752
| -57% | -$101K | ﹤0.01% | 585 |
|
|
2024
Q2 | $163K | Sell |
1,323
-118
| -8% | -$14.5K | ﹤0.01% | 462 |
|
|
2024
Q1 | $197K | Sell |
1,441
-323
| -18% | -$44.1K | ﹤0.01% | 452 |
|
|
2023
Q4 | $211K | Sell |
1,764
-36
| -2% | -$4.3K | ﹤0.01% | 466 |
|
|
2023
Q3 | $201K | Hold |
1,800
| – | – | ﹤0.01% | 443 |
|
|
2023
Q2 | $214K | Hold |
1,800
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $219K | Buy |
1,800
+42
| +2% | +$5.1K | ﹤0.01% | 370 |
|
|
2022
Q4 | $241K | Buy |
1,758
+70
| +4% | +$9.61K | ﹤0.01% | 356 |
|
|
2022
Q3 | $208K | Hold |
1,688
| – | – | ﹤0.01% | 370 |
|
|
2022
Q2 | $234K | Buy |
1,688
+118
| +8% | +$16.4K | ﹤0.01% | 352 |
|
|
2022
Q1 | $229K | Buy |
+1,570
| New | +$229K | ﹤0.01% | 370 |
|
|
2021
Q4 | – | Sell |
-1,251
| Closed | -$162K | – | 413 |
|
|
2021
Q3 | $162K | Sell |
1,251
-31
| -2% | -$4.03K | ﹤0.01% | 351 |
|
|
2021
Q2 | $160K | Buy |
1,282
+31
| +2% | +$3.87K | ﹤0.01% | 348 |
|
|
2021
Q1 | $143K | Hold |
1,251
| – | – | ﹤0.01% | 360 |
|
|
2020
Q4 | $110K | Hold |
1,251
| – | – | ﹤0.01% | 398 |
|
|
2020
Q3 | $83.8K | Hold |
1,251
| – | – | ﹤0.01% | 404 |
|
|
2020
Q2 | $79.4K | Hold |
1,251
| – | – | ﹤0.01% | 418 |
|
|
2020
Q1 | $87.7K | Hold |
1,251
| – | – | ﹤0.01% | 377 |
|
|
2019
Q4 | $137K | Hold |
1,251
| – | – | ﹤0.01% | 374 |
|
|
2019
Q3 | $135K | Sell |
1,251
-8
| -0.6% | -$863 | ﹤0.01% | 368 |
|
|
2019
Q2 | $129K | Buy |
1,259
+86
| +7% | +$8.81K | ﹤0.01% | 296 |
|
|
2019
Q1 | $113K | Hold |
1,173
| – | – | ﹤0.01% | 306 |
|
|
2018
Q4 | $106K | Hold |
1,173
| – | – | ﹤0.01% | 303 |
|
|
2018
Q3 | $130K | Hold |
1,173
| – | – | ﹤0.01% | 304 |
|
|
2018
Q2 | $126K | Hold |
1,173
| – | – | 0.01% | 305 |
|
|
2018
Q1 | $132K | Buy |
+1,173
| New | +$132K | 0.01% | 295 |
|