Carson Wealth (CWM LLC)’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 | $717K | Buy |
5,613
+2,455
| +78% | +$319K | ﹤0.01% | 1771 |
|
|
2025
Q4 | $432K | Buy |
3,158
+1,025
| +48% | +$141K | ﹤0.01% | 2008 |
|
|
2025
Q3 | $311K | Sell |
2,133
-970
| -31% | -$129K | ﹤0.01% | 2100 |
|
|
2025
Q2 | $392K | Sell |
3,103
-2,304
| -43% | -$288K | ﹤0.01% | 1708 |
|
|
2025
Q1 | $710K | Buy |
5,407
+4,046
| +297% | +$522K | ﹤0.01% | 1315 |
|
|
2024
Q4 | $186K | Buy |
1,361
+109
| +9% | +$15K | ﹤0.01% | 1869 |
|
|
2024
Q3 | $169K | Buy |
1,252
+1,133
| +952% | +$147K | ﹤0.01% | 1846 |
|
|
2024
Q2 | $15K | Buy |
119
+26
| +28% | +$3.35K | ﹤0.01% | 3283 |
|
|
2024
Q1 | $13K | Sell |
93
-1,071
| -92% | -$133K | ﹤0.01% | 3163 |
|
|
2023
Q4 | $138K | Sell |
1,164
-9
| -0.8% | -$1.01K | ﹤0.01% | 1588 |
|
|
2023
Q3 | $131K | Buy |
1,173
+28
| +2% | +$3.23K | ﹤0.01% | 1488 |
|
|
2023
Q2 | $136K | Buy |
1,145
+43
| +4% | +$5.07K | ﹤0.01% | 1409 |
|
|
2023
Q1 | $134K | Buy |
1,102
+175
| +19% | +$23.1K | ﹤0.01% | 1357 |
|
|
2022
Q4 | $127K | Buy |
927
+114
| +14% | +$15.6K | ﹤0.01% | 1270 |
|
|
2022
Q3 | $100K | Buy |
813
+161
| +25% | +$21.1K | ﹤0.01% | 1326 |
|
|
2022
Q2 | $90K | Buy |
652
+12
| +2% | +$1.69K | ﹤0.01% | 1357 |
|
|
2022
Q1 | $93K | Buy |
640
+74
| +13% | +$10.1K | ﹤0.01% | 1352 |
|
|
2021
Q4 | $78K | Buy |
+566
| New | +$77.8K | ﹤0.01% | 1397 |
|
|
2019
Q1 | – | Sell |
-23
| Closed | -$2K | – | 2924 |
|
|
2018
Q4 | $2K | Buy |
23
+14
| +156% | +$1.4K | ﹤0.01% | 1708 |
|
|
2018
Q3 | $1K | Sell |
9
-8
| -47% | -$890 | ﹤0.01% | 1600 |
|
|
2018
Q2 | $2K | Buy |
+17
| New | +$1.88K | ﹤0.01% | 1341 |
|
|
2018
Q1 | – | Sell |
-80
| Closed | -$9K | – | 1387 |
|
|
2017
Q4 | $9K | Hold |
80
| – | – | ﹤0.01% | 902 |
|
|
2017
Q3 | $8K | Hold |
80
| – | – | ﹤0.01% | 935 |
|
|
2017
Q2 | $8K | Hold |
80
| – | – | ﹤0.01% | 803 |
|
|
2017
Q1 | $8K | Hold |
80
| – | – | ﹤0.01% | 787 |
|
|
2016
Q4 | $7K | Hold |
80
| – | – | ﹤0.01% | 782 |
|
|
2016
Q3 | $6K | Buy |
+80
| New | +$5.9K | ﹤0.01% | 789 |
|
Other funds holding AFG
VPM
VCM
AFGI4KRSP
