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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.21M | Buy |
56,460
+16,627
| +42% | +$2.16M | ﹤0.01% | 922 |
|
|
2025
Q4 | $5.44M | Buy |
39,833
+3,043
| +8% | +$418K | ﹤0.01% | 945 |
|
|
2025
Q3 | $5.36M | Buy |
36,790
+6,607
| +22% | +$876K | ﹤0.01% | 832 |
|
|
2025
Q2 | $3.81M | Buy |
30,183
+695
| +2% | +$87K | ﹤0.01% | 898 |
|
|
2025
Q1 | $3.87M | Buy |
29,488
+1,583
| +6% | +$204K | ﹤0.01% | 813 |
|
|
2024
Q4 | $3.82M | Buy |
27,905
+112
| +0.4% | +$15.4K | ﹤0.01% | 775 |
|
|
2024
Q3 | $3.74M | Buy |
27,793
+329
| +1% | +$42.6K | ﹤0.01% | 754 |
|
|
2024
Q2 | $3.38M | Buy |
27,464
+410
| +2% | +$52.8K | ﹤0.01% | 772 |
|
|
2024
Q1 | $3.69M | Sell |
27,054
-957
| -3% | -$119K | ﹤0.01% | 712 |
|
|
2023
Q4 | $3.33M | Buy |
28,011
+645
| +2% | +$72.7K | 0.01% | 699 |
|
|
2023
Q3 | $3.06M | Sell |
27,366
-1,457
| -5% | -$168K | ﹤0.01% | 684 |
|
|
2023
Q2 | $3.42M | Buy |
28,823
+2,479
| +9% | +$292K | ﹤0.01% | 631 |
|
|
2023
Q1 | $3.2M | Buy |
26,344
+455
| +2% | +$60K | ﹤0.01% | 626 |
|
|
2022
Q4 | $3.55M | Buy |
25,889
+592
| +2% | +$81.1K | 0.01% | 569 |
|
|
2022
Q3 | $3.11M | Buy |
25,297
+1,089
| +4% | +$143K | 0.01% | 554 |
|
|
2022
Q2 | $3.36M | Buy |
24,208
+953
| +4% | +$134K | 0.01% | 558 |
|
|
2022
Q1 | $3.39M | Sell |
23,255
-5,530
| -19% | -$754K | 0.01% | 559 |
|
|
2021
Q4 | $3.95M | Buy |
28,785
+20,392
| +243% | +$2.8M | 0.01% | 481 |
|
|
2021
Q3 | $1.06M | Hold |
8,393
| – | – | ﹤0.01% | 922 |
|
|
2021
Q2 | $1.05M | Sell |
8,393
-1,551
| -16% | -$194K | ﹤0.01% | 913 |
|
|
2021
Q1 | $1.14M | Buy |
9,944
+916
| +10% | +$94.7K | ﹤0.01% | 962 |
|
|
2020
Q4 | $791K | Buy |
9,028
+13
| +0.1% | +$1.07K | ﹤0.01% | 1063 |
|
|
2020
Q3 | $604K | Buy |
9,015
+394
| +5% | +$25.4K | ﹤0.01% | 1037 |
|
|
2020
Q2 | $547K | Sell |
8,621
-758
| -8% | -$48.8K | ﹤0.01% | 987 |
|
|
2020
Q1 | $657K | Sell |
9,379
-962
| -9% | -$92.8K | ﹤0.01% | 816 |
|
|
2019
Q4 | $1.13M | Sell |
10,341
-732
| -7% | -$78.3K | ﹤0.01% | 731 |
|
|
2019
Q3 | $1.19M | Buy |
11,073
+1,752
| +19% | +$181K | ﹤0.01% | 685 |
|
|
2019
Q2 | $955K | Sell |
9,321
-1,540
| -14% | -$155K | ﹤0.01% | 775 |
|
|
2019
Q1 | $1.04M | Sell |
10,861
-178
| -2% | -$17K | ﹤0.01% | 720 |
|
|
2018
Q4 | $999K | Sell |
11,039
-5,421
| -33% | -$544K | ﹤0.01% | 672 |
|
|
2018
Q3 | $1.83M | Sell |
16,460
-90
| -0.5% | -$10K | 0.01% | 504 |
|
|
2018
Q2 | $1.78M | Sell |
16,550
-27
| -0.2% | -$2.99K | 0.01% | 497 |
|
|
2018
Q1 | $1.86M | Sell |
16,577
-2,917
| -15% | -$326K | 0.01% | 483 |
|
|
2017
Q4 | $2.12M | Sell |
19,494
-369
| -2% | -$38.7K | 0.01% | 441 |
|
|
2017
Q3 | $2.06M | Buy |
19,863
+6,508
| +49% | +$662K | 0.01% | 448 |
|
|
2017
Q2 | $1.33M | Buy |
13,355
+2,182
| +20% | +$214K | 0.01% | 570 |
|
|
2017
Q1 | $1.07M | Buy |
11,173
+336
| +3% | +$30.8K | 0.01% | 646 |
|
|
2016
Q4 | $955K | Buy |
10,837
+246
| +2% | +$19.7K | 0.01% | 642 |
|
|
2016
Q3 | $794K | Buy |
10,591
+1,917
| +22% | +$141K | 0.01% | 691 |
|
|
2016
Q2 | $641K | Buy |
8,674
+29
| +0.3% | +$2.06K | ﹤0.01% | 673 |
|
|
2016
Q1 | $608K | Sell |
8,645
-380
| -4% | -$26K | ﹤0.01% | 677 |
|
|
2015
Q4 | $650K | Buy |
9,025
+490
| +6% | +$35.3K | 0.01% | 650 |
|
|
2015
Q3 | $588K | Buy |
+8,535
| New | +$590K | 0.01% | 674 |
|
|
2015
Q2 | – | Sell |
-8,885
| Closed | -$570K | – | 1137 |
|
|
2015
Q1 | $570K | Buy |
8,885
+1,250
| +16% | +$77.4K | 0.01% | 684 |
|
|
2014
Q4 | $464K | Sell |
7,635
-200
| -3% | -$11.9K | ﹤0.01% | 733 |
|
|
2014
Q3 | $454K | Buy |
7,835
+3,986
| +104% | +$233K | 0.01% | 696 |
|
|
2014
Q2 | $229K | Buy |
3,849
+892
| +30% | +$52K | ﹤0.01% | 957 |
|
|
2014
Q1 | $171K | Buy |
2,957
+100
| +4% | +$5.64K | ﹤0.01% | 1074 |
|
|
2013
Q4 | $165K | Hold |
2,857
| – | – | ﹤0.01% | 946 |
|
|
2013
Q3 | $154K | Hold |
2,857
| – | – | ﹤0.01% | 874 |
|
|
2013
Q2 | $140K | Buy |
+2,857
| New | +$138K | ﹤0.01% | 815 |
|
Other funds holding AFG
VPM
VCM
AFGI4KRSP
