Boston Trust Walden’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 | $73.3M | Buy |
580,638
+77,417
| +15% | +$9.77M | 0.52% | 64 |
|
|
2025
Q1 | $66.1M | Buy |
503,221
+40,822
| +9% | +$5.36M | 0.48% | 71 |
|
|
2024
Q4 | $63.3M | Buy |
462,399
+35,100
| +8% | +$4.81M | 0.44% | 73 |
|
|
2024
Q3 | $57.5M | Sell |
427,299
-3,919
| -0.9% | -$527K | 0.4% | 98 |
|
|
2024
Q2 | $53M | Buy |
431,218
+11,897
| +3% | +$1.46M | 0.39% | 102 |
|
|
2024
Q1 | $57.2M | Buy |
419,321
+1,397
| +0.3% | +$191K | 0.41% | 94 |
|
|
2023
Q4 | $49.7M | Buy |
417,924
+19,867
| +5% | +$2.36M | 0.37% | 101 |
|
|
2023
Q3 | $44.5M | Buy |
398,057
+135,767
| +52% | +$15.2M | 0.37% | 100 |
|
|
2023
Q2 | $31.1M | Buy |
262,290
+17,239
| +7% | +$2.05M | 0.26% | 136 |
|
|
2023
Q1 | $29.8M | Buy |
245,051
+6,453
| +3% | +$784K | 0.26% | 138 |
|
|
2022
Q4 | $32.8M | Buy |
238,598
+4,953
| +2% | +$680K | 0.29% | 128 |
|
|
2022
Q3 | $28.7M | Sell |
233,645
-1,617
| -0.7% | -$199K | 0.28% | 128 |
|
|
2022
Q2 | $32.7M | Buy |
235,262
+4,880
| +2% | +$677K | 0.31% | 120 |
|
|
2022
Q1 | $33.5M | Buy |
230,382
+30,827
| +15% | +$4.49M | 0.28% | 129 |
|
|
2021
Q4 | $27.4M | Buy |
199,555
+1,001
| +0.5% | +$137K | 0.22% | 154 |
|
|
2021
Q3 | $25M | Sell |
198,554
-2,779
| -1% | -$350K | 0.22% | 154 |
|
|
2021
Q2 | $25.1M | Buy |
201,333
+18,032
| +10% | +$2.25M | 0.22% | 156 |
|
|
2021
Q1 | $20.9M | Buy |
183,301
+62,570
| +52% | +$7.14M | 0.2% | 164 |
|
|
2020
Q4 | $10.6M | Buy |
120,731
+192
| +0.2% | +$16.8K | 0.11% | 204 |
|
|
2020
Q3 | $8.07M | Buy |
120,539
+2,113
| +2% | +$142K | 0.1% | 206 |
|
|
2020
Q2 | $7.52M | Buy |
118,426
+43,516
| +58% | +$2.76M | 0.1% | 205 |
|
|
2020
Q1 | $5.25M | Sell |
74,910
-250
| -0.3% | -$17.5K | 0.08% | 211 |
|
|
2019
Q4 | $8.24M | Buy |
75,160
+2,786
| +4% | +$305K | 0.1% | 213 |
|
|
2019
Q3 | $7.81M | Buy |
72,374
+5,554
| +8% | +$599K | 0.1% | 214 |
|
|
2019
Q2 | $6.85M | Buy |
66,820
+257
| +0.4% | +$26.3K | 0.09% | 216 |
|
|
2019
Q1 | $6.4M | Buy |
66,563
+10
| +0% | +$962 | 0.09% | 215 |
|
|
2018
Q4 | $6.03M | Sell |
66,553
-38,280
| -37% | -$3.47M | 0.1% | 208 |
|
|
2018
Q3 | $11.6M | Sell |
104,833
-12,029
| -10% | -$1.33M | 0.16% | 171 |
|
|
2018
Q2 | $12.5M | Buy |
116,862
+6,176
| +6% | +$663K | 0.18% | 160 |
|
|
2018
Q1 | $12.4M | Buy |
110,686
+523
| +0.5% | +$58.7K | 0.19% | 154 |
|
|
2017
Q4 | $12M | Buy |
110,163
+2,111
| +2% | +$229K | 0.18% | 162 |
|
|
2017
Q3 | $11.2M | Sell |
108,052
-110
| -0.1% | -$11.4K | 0.17% | 169 |
|
|
2017
Q2 | $10.7M | Buy |
108,162
+3,058
| +3% | +$304K | 0.17% | 169 |
|
|
2017
Q1 | $10M | Buy |
105,104
+3,198
| +3% | +$305K | 0.16% | 175 |
|
|
2016
Q4 | $8.98M | Buy |
101,906
+2,606
| +3% | +$230K | 0.14% | 181 |
|
|
2016
Q3 | $7.45M | Sell |
99,300
-2,028
| -2% | -$152K | 0.12% | 193 |
|
|
2016
Q2 | $7.49M | Buy |
+101,328
| New | +$7.49M | 0.13% | 192 |
|