Bartlett & Co Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $78.1K | Hold |
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|
2025
Q2 | $67.6K | Hold |
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|
2025
Q1 | $70.4K | Sell |
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|
2024
Q4 | $80.8K | Buy |
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|
2024
Q3 | $76.9K | Sell |
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|
2024
Q2 | $163K | Sell |
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|
2024
Q1 | $197K | Sell |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $214K | Hold |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $162K | Sell |
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|
2021
Q2 | $160K | Buy |
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|
2021
Q1 | $143K | Hold |
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|
2020
Q4 | $110K | Hold |
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|
2020
Q3 | $83.8K | Hold |
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|
2020
Q2 | $79.4K | Hold |
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|
2020
Q1 | $87.7K | Hold |
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|
2019
Q4 | $137K | Hold |
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|
2019
Q3 | $135K | Sell |
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|
2019
Q2 | $129K | Buy |
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|
2019
Q1 | $113K | Hold |
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|
2018
Q4 | $106K | Hold |
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|
2018
Q3 | $130K | Hold |
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|
2018
Q2 | $126K | Hold |
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|
2018
Q1 | $132K | Buy |
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