Belpointe Asset Management’s American Financial Group AFG Stock Holding History

Belpointe Asset Management’s Portfolio AFG Stock Details AFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$454K	Sell	3,551 -305	-8%	-$39.6K	0.02%	720
2025 Q4	$527K	Sell	3,856 -2,077	-35%	-$285K	0.02%	638
2025 Q3	$865K	Buy	5,933 +31	+0.5%	+$4.11K	0.03%	459
2025 Q2	$745K	Sell	5,902 -1,112	-16%	-$139K	0.03%	446
2025 Q1	$921K	Sell	7,014 -511	-7%	-$66K	0.05%	354
2024 Q4	$1.01M	Sell	7,525 -1	-0%	-$138	0.06%	311
2024 Q3	$1.01M	Buy	7,526 +1	+0%	+$130	0.06%	312
2024 Q2	$926K	Hold	7,525	–	–	0.06%	293
2024 Q1	$1.03M	Buy	7,525 +15	+0.2%	+$1.87K	0.08%	254
2023 Q4	$893K	Buy	7,510 +55	+0.7%	+$6.2K	0.08%	236
2023 Q3	$833K	Buy	7,455 +425	+6%	+$49.1K	0.09%	228
2023 Q2	$835K	Sell	7,030 -839	-11%	-$98.9K	0.09%	217
2023 Q1	$956K	Buy	7,869 +124	+2%	+$16.3K	0.05%	345
2022 Q4	$1.06M	Sell	7,745 -400	-5%	-$54.8K	0.06%	305
2022 Q3	$1M	Sell	8,145 -155	-2%	-$20.3K	0.07%	293
2022 Q2	$1.15M	Sell	8,300 -48	-0.6%	-$6.75K	0.08%	264
2022 Q1	$1.22M	Buy	8,348 +6,206	+290%	+$846K	0.07%	280
2021 Q4	$294K	Sell	2,142 -6,158	-74%	-$847K	0.02%	720
2021 Q3	$1.04M	Hold	8,300	–	–	0.07%	299
2021 Q2	$1.03M	Hold	8,300	–	–	0.07%	286
2021 Q1	$947K	Sell	8,300 -130	-2%	-$13.4K	0.08%	262
2020 Q4	$739K	Buy	8,430 +130	+2%	+$10.7K	0.07%	318
2020 Q3	$556K	Hold	8,300	–	–	0.06%	313
2020 Q2	$527K	Hold	8,300	–	–	0.07%	290
2020 Q1	$582K	Hold	8,300	–	–	0.1%	221
2019 Q4	$910K	Hold	8,300	–	–	0.12%	195
2019 Q3	$895K	Sell	8,300 -40	-0.5%	-$4.14K	0.14%	156
2019 Q2	$855K	Hold	8,340	–	–	0.17%	131
2019 Q1	$802K	Hold	8,340	–	–	0.16%	108
2018 Q4	$755K	Sell	8,340 -1,618	-16%	-$162K	0.19%	112
2018 Q3	$1.1M	Sell	9,958 -199	-2%	-$22.1K	0.17%	113
2018 Q2	$1.09M	Sell	10,157 -18	-0.2%	-$1.99K	0.3%	61
2018 Q1	$1.14M	Buy	10,175 +922	+10%	+$103K	0.33%	50
2017 Q4	$1M	Sell	9,253 -151	-2%	-$15.8K	0.22%	99
2017 Q3	$973K	Buy	+9,404	New	+$956K	0.23%	98