CWS
Confluence Wealth Services’s American Financial Group AFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
9,645
+165
| +2% | +$20.8K | 0.07% | 152 |
|
|
2025
Q1 | $1.22M | Buy |
9,480
+588
| +7% | +$75.5K | 0.08% | 131 |
|
|
2024
Q4 | $1.19M | Buy |
8,892
+1,327
| +18% | +$178K | 0.08% | 133 |
|
|
2024
Q3 | $1.02M | Buy |
7,565
+517
| +7% | +$69.6K | 0.07% | 145 |
|
|
2024
Q2 | $867K | Buy |
7,048
+923
| +15% | +$114K | 0.07% | 170 |
|
|
2024
Q1 | $836K | Buy |
6,125
+919
| +18% | +$125K | 0.07% | 148 |
|
|
2023
Q4 | $619K | Buy |
5,206
+887
| +21% | +$105K | 0.07% | 162 |
|
|
2023
Q3 | $482K | Buy |
4,319
+796
| +23% | +$88.9K | 0.1% | 160 |
|
|
2023
Q2 | $418K | Buy |
3,523
+1,461
| +71% | +$173K | 0.09% | 176 |
|
|
2023
Q1 | $251K | Buy |
+2,062
| New | +$251K | 0.06% | 223 |
|