Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Buy |
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|
2025
Q1 | $3.87M | Buy |
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|
2024
Q4 | $3.82M | Buy |
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|
2024
Q3 | $3.74M | Buy |
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|
2024
Q2 | $3.38M | Buy |
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|
2024
Q1 | $3.69M | Sell |
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|
2023
Q4 | $3.33M | Buy |
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|
2023
Q3 | $3.06M | Sell |
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|
2023
Q2 | $3.42M | Buy |
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|
2023
Q1 | $3.2M | Buy |
|
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|
2022
Q4 | $3.55M | Buy |
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|
2022
Q3 | $3.11M | Buy |
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|
2022
Q2 | $3.36M | Buy |
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|
2022
Q1 | $3.39M | Sell |
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|
2021
Q4 | $3.95M | Buy |
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|
2021
Q3 | $1.06M | Hold |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $791K | Buy |
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|
2020
Q3 | $604K | Buy |
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|
2020
Q2 | $547K | Sell |
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|
2020
Q1 | $657K | Sell |
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|
2019
Q4 | $1.13M | Sell |
|
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|
2019
Q3 | $1.19M | Buy |
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|
2019
Q2 | $955K | Sell |
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|
2019
Q1 | $1.04M | Sell |
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|
2018
Q4 | $999K | Sell |
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|
2018
Q3 | $1.83M | Sell |
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|
2018
Q2 | $1.78M | Sell |
|
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|
2018
Q1 | $1.86M | Sell |
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|
2017
Q4 | $2.12M | Sell |
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|
2017
Q3 | $2.06M | Buy |
|
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|
2017
Q2 | $1.33M | Buy |
|
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $955K | Buy |
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|
2016
Q3 | $794K | Buy |
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|
2016
Q2 | $641K | Buy |
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|
2016
Q1 | $608K | Sell |
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|
2015
Q4 | $650K | Buy |
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|
2015
Q3 | $588K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $570K | Buy |
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|
2014
Q4 | $464K | Sell |
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|
2014
Q3 | $454K | Buy |
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|
2014
Q2 | $229K | Buy |
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|
2014
Q1 | $171K | Buy |
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|
2013
Q4 | $165K | Hold |
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|
2013
Q3 | $154K | Hold |
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|
2013
Q2 | $140K | Buy |
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