Capital Advisors Wealth Management’s F&G Annuities & Life FG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$497K Sell
19,638
-1,033
-5% -$26.9K 0.07% 130
2025
Q4
$638K Buy
20,671
+1,507
+8% +$47.1K 0.09% 114
2025
Q3
$599K Sell
19,164
-2,160
-10% -$71.3K 0.09% 113
2025
Q2
$682K Buy
21,324
+1,019
+5% +$33.8K 0.11% 97
2025
Q1
$732K Sell
20,305
-14
-0.1% -$588 0.13% 81
2024
Q4
$842K Buy
20,319
+964
+5% +$42.4K 0.15% 71
2024
Q3
$866K Buy
19,355
+139
+0.7% +$5.75K 0.16% 67
2024
Q2
$731K Buy
19,216
+344
+2% +$13.5K 0.14% 69
2024
Q1
$765K Buy
18,872
+2,142
+13% +$89.6K 0.16% 64
2023
Q4
$770K Buy
16,730
+3,079
+23% +$115K 0.18% 67
2023
Q3
$383K Buy
13,651
+3,405
+33% +$92.1K 0.1% 90
2023
Q2
$254K Buy
+10,246
New +$201K 0.07% 110

Other funds holding FG