BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $89.9K | Sell |
757
-38
| -5% | -$4.51K | 0.01% | 311 |
|
|
2023
Q1 | $96.6K | Buy |
795
+1
| +0.1% | +$122 | 0.01% | 321 |
|
|
2022
Q4 | $109K | Sell |
794
-4
| -0.5% | -$549 | 0.01% | 299 |
|
|
2022
Q3 | $98K | Hold |
798
| – | – | 0.01% | 291 |
|
|
2022
Q2 | $111K | Buy |
798
+2
| +0.3% | +$278 | 0.01% | 294 |
|
|
2022
Q1 | $116K | Buy |
796
+1
| +0.1% | +$146 | 0.01% | 294 |
|
|
2021
Q4 | $109K | Buy |
795
+2
| +0.3% | +$274 | 0.01% | 322 |
|
|
2021
Q3 | $100K | Hold |
793
| – | – | 0.01% | 321 |
|
|
2021
Q2 | $99K | Buy |
793
+3
| +0.4% | +$375 | 0.01% | 314 |
|
|
2021
Q1 | $90K | Sell |
790
-269
| -25% | -$30.6K | 0.01% | 304 |
|
|
2020
Q4 | $93K | Sell |
1,059
-6
| -0.6% | -$527 | 0.01% | 284 |
|
|
2020
Q3 | $71K | Hold |
1,065
| – | – | 0.01% | 300 |
|
|
2020
Q2 | $68K | Sell |
1,065
-1
| -0.1% | -$64 | 0.01% | 318 |
|
|
2020
Q1 | $75K | Buy |
1,066
+6
| +0.6% | +$422 | 0.02% | 275 |
|
|
2019
Q4 | $116K | Buy |
1,060
+34
| +3% | +$3.72K | 0.02% | 261 |
|
|
2019
Q3 | $111K | Hold |
1,026
| – | – | 0.02% | 248 |
|
|
2019
Q2 | $105K | Hold |
1,026
| – | – | 0.02% | 256 |
|
|
2019
Q1 | $99K | Hold |
1,026
| – | – | 0.02% | 281 |
|
|
2018
Q4 | $93K | Hold |
1,026
| – | – | 0.02% | 242 |
|
|
2018
Q3 | $114K | Hold |
1,026
| – | – | 0.02% | 244 |
|
|
2018
Q2 | $110K | Buy |
+1,026
| New | +$110K | 0.02% | 242 |
|