CAPTRUST Financial Advisors’s American Financial Group AFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $644K | Buy |
5,043
+177
| +4% | +$23K | ﹤0.01% | 1870 |
|
|
2025
Q4 | $665K | Buy |
4,866
+401
| +9% | +$55K | ﹤0.01% | 1734 |
|
|
2025
Q3 | $651K | Sell |
4,465
-143
| -3% | -$19K | ﹤0.01% | 1662 |
|
|
2025
Q2 | $582K | Sell |
4,608
-551
| -11% | -$68.9K | ﹤0.01% | 1643 |
|
|
2025
Q1 | $678K | Buy |
5,159
+1,236
| +32% | +$160K | ﹤0.01% | 1479 |
|
|
2024
Q4 | $537K | Sell |
3,923
-205
| -5% | -$28.2K | ﹤0.01% | 1570 |
|
|
2024
Q3 | $556K | Buy |
4,128
+357
| +9% | +$46.3K | ﹤0.01% | 1512 |
|
|
2024
Q2 | $464K | Sell |
3,771
-5,639
| -60% | -$726K | ﹤0.01% | 1542 |
|
|
2024
Q1 | $1.28M | Sell |
9,410
-3,460
| -27% | -$431K | ﹤0.01% | 990 |
|
|
2023
Q4 | $1.53M | Buy |
12,870
+595
| +5% | +$67.1K | 0.01% | 1040 |
|
|
2023
Q3 | $1.37M | Buy |
12,275
+1,128
| +10% | +$130K | 0.01% | 1022 |
|
|
2023
Q2 | $1.32M | Buy |
11,147
+96
| +0.9% | +$11.3K | 0.01% | 1032 |
|
|
2023
Q1 | $1.34M | Sell |
11,051
-332
| -3% | -$43.8K | 0.01% | 891 |
|
|
2022
Q4 | $1.56M | Buy |
11,383
+32
| +0.3% | +$4.39K | 0.01% | 793 |
|
|
2022
Q3 | $1.4M | Buy |
11,351
+1,945
| +21% | +$255K | 0.01% | 792 |
|
|
2022
Q2 | $1.31M | Sell |
9,406
-1
| -0% | -$141 | 0.01% | 727 |
|
|
2022
Q1 | $1.37M | Buy |
9,407
+117
| +1% | +$16K | 0.01% | 716 |
|
|
2021
Q4 | $1.28M | Buy |
9,290
+49
| +0.5% | +$6.74K | 0.01% | 709 |
|
|
2021
Q3 | $1.2M | Buy |
9,241
+122
| +1% | +$15.9K | 0.01% | 678 |
|
|
2021
Q2 | $1.14M | Buy |
9,119
+29
| +0.3% | +$3.62K | 0.01% | 672 |
|
|
2021
Q1 | $1.04M | Buy |
9,090
+1,328
| +17% | +$137K | 0.01% | 684 |
|
|
2020
Q4 | $680K | Sell |
7,762
-1,035
| -12% | -$84.9K | 0.01% | 731 |
|
|
2020
Q3 | $607K | Buy |
8,797
+89
| +1% | +$5.73K | 0.01% | 656 |
|
|
2020
Q2 | $529K | Buy |
8,708
+1,050
| +14% | +$67.7K | 0.01% | 686 |
|
|
2020
Q1 | $499K | Buy |
+7,658
| New | +$739K | 0.01% | 593 |
|
Other funds holding AFG
VPM
VCM
AFGI4KRSP
