Bragg Financial Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-440,213
| Closed | -$24.7M | – | 325 |
|
|
2024
Q1 | $24.7M | Sell |
440,213
-686
| -0.2% | -$38.1K | 1.11% | 18 |
|
|
2023
Q4 | $24.6M | Sell |
440,899
-24
| -0% | -$1.3K | 1.17% | 12 |
|
|
2023
Q3 | $23.7M | Buy |
440,923
+62,246
| +16% | +$3.33M | 1.25% | 9 |
|
|
2023
Q2 | $19.7M | Sell |
378,677
-2,031
| -0.5% | -$81.7K | 1.08% | 14 |
|
|
2023
Q1 | $13.9M | Sell |
380,708
-148,359
| -28% | -$6.31M | 0.82% | 36 |
|
|
2022
Q4 | $24.1M | Sell |
529,067
-49,549
| -9% | -$2M | 1.47% | 5 |
|
|
2022
Q3 | $21.6M | Sell |
578,616
-52,851
| -8% | -$1.98M | 1.49% | 5 |
|
|
2022
Q2 | $23.1M | Buy |
631,467
+4,927
| +0.8% | +$188K | 1.53% | 5 |
|
|
2022
Q1 | $25M | Buy |
626,540
+8,579
| +1% | +$345K | 1.46% | 6 |
|
|
2021
Q4 | $18.3M | Hold |
617,961
| – | – | 1.17% | 13 |
|
|
2021
Q3 | $18.3M | Buy |
617,961
+1,873
| +0.3% | +$58.4K | 1.17% | 13 |
|
|
2021
Q2 | $19.9M | Buy |
616,088
+670
| +0.1% | +$21.2K | 1.27% | 9 |
|
|
2021
Q1 | $19.4M | Buy |
615,418
+400,912
| +187% | +$11.9M | 1.31% | 9 |
|
|
2020
Q4 | $5.93M | Buy |
214,506
+22,725
| +12% | +$627K | 0.52% | 73 |
|
|
2020
Q3 | $4.22M | Buy |
191,781
+44,577
| +30% | +$1.06M | 0.43% | 78 |
|
|
2020
Q2 | $3.64M | Buy |
147,204
+26,015
| +21% | +$542K | 0.4% | 88 |
|
|
2020
Q1 | $2.28M | Buy |
121,189
+73,038
| +152% | +$1.86M | 0.31% | 107 |
|
|
2019
Q4 | $1.44M | Buy |
48,151
+180
| +0.4% | +$4.88K | 0.16% | 145 |
|
|
2019
Q3 | $1.16M | Buy |
47,971
+699
| +1% | +$16.9K | 0.14% | 154 |
|
|
2019
Q2 | $1.28M | Buy |
+47,272
| New | +$1.35M | 0.16% | 152 |
|
Other funds holding AEL
BTI
MG
IA
ECM
HNB