Cassady Schiller Wealth Management’s American Financial Group AFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $178K | Sell |
1,301
-142
| -10% | -$19.4K | 0.07% | 125 |
|
|
2024
Q3 | $194K | Hold |
1,443
| – | – | 0.07% | 122 |
|
|
2024
Q2 | $178K | Hold |
1,443
| – | – | 0.07% | 121 |
|
|
2024
Q1 | $197K | Sell |
1,443
-463
| -24% | -$63.2K | 0.09% | 119 |
|
|
2023
Q4 | $227K | Hold |
1,906
| – | – | 0.11% | 101 |
|
|
2023
Q3 | $213K | Hold |
1,906
| – | – | 0.12% | 95 |
|
|
2023
Q2 | $226K | Hold |
1,906
| – | – | 0.12% | 96 |
|
|
2023
Q1 | $232K | Hold |
1,906
| – | – | 0.11% | 92 |
|
|
2022
Q4 | $262K | Hold |
1,906
| – | – | 0.16% | 87 |
|
|
2022
Q3 | $234K | Hold |
1,906
| – | – | 0.14% | 93 |
|
|
2022
Q2 | $265K | Hold |
1,906
| – | – | 0.14% | 85 |
|
|
2022
Q1 | $278K | Hold |
1,906
| – | – | 0.13% | 89 |
|
|
2021
Q4 | $262K | Buy |
+1,906
| New | +$262K | 0.16% | 83 |
|