Capital Advisors Wealth Management’s F&G Annuities & Life FG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Buy |
21,324
+1,019
| +5% | +$32.6K | 0.11% | 97 |
|
|
2025
Q1 | $732K | Sell |
20,305
-14
| -0.1% | -$505 | 0.13% | 81 |
|
|
2024
Q4 | $842K | Buy |
20,319
+964
| +5% | +$39.9K | 0.15% | 71 |
|
|
2024
Q3 | $866K | Buy |
19,355
+139
| +0.7% | +$6.22K | 0.16% | 67 |
|
|
2024
Q2 | $731K | Buy |
19,216
+344
| +2% | +$13.1K | 0.14% | 69 |
|
|
2024
Q1 | $765K | Buy |
18,872
+2,142
| +13% | +$86.9K | 0.16% | 64 |
|
|
2023
Q4 | $770K | Buy |
16,730
+3,079
| +23% | +$142K | 0.18% | 67 |
|
|
2023
Q3 | $383K | Buy |
13,651
+3,405
| +33% | +$95.5K | 0.1% | 90 |
|
|
2023
Q2 | $254K | Buy |
+10,246
| New | +$254K | 0.07% | 110 |
|