D.A. Davidson & Co’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 | $679K | Buy |
5,320
+748
| +16% | +$97.1K | ﹤0.01% | 1059 |
|
|
2025
Q4 | $625K | Buy |
4,572
+414
| +10% | +$56.8K | ﹤0.01% | 1058 |
|
|
2025
Q3 | $606K | Buy |
4,158
+32
| +0.8% | +$4.24K | ﹤0.01% | 1052 |
|
|
2025
Q2 | $521K | Buy |
4,126
+772
| +23% | +$96.6K | ﹤0.01% | 1034 |
|
|
2025
Q1 | $441K | Buy |
+3,354
| New | +$433K | ﹤0.01% | 1084 |
|
|
2017
Q3 | – | Sell |
-630
| Closed | -$62K | – | 1091 |
|
|
2017
Q2 | $62K | Hold |
630
| – | – | ﹤0.01% | 1450 |
|
|
2017
Q1 | $60K | Hold |
630
| – | – | ﹤0.01% | 1445 |
|
|
2016
Q4 | $55K | Sell |
630
-1,967
| -76% | -$158K | ﹤0.01% | 1553 |
|
|
2016
Q3 | $193K | Sell |
2,597
-583
| -18% | -$43K | ﹤0.01% | 961 |
|
|
2016
Q2 | $233K | Buy |
3,180
+423
| +15% | +$30K | 0.01% | 788 |
|
|
2016
Q1 | $192K | Buy |
2,757
+1,556
| +130% | +$107K | 0.01% | 860 |
|
|
2015
Q4 | $85K | Buy |
1,201
+276
| +30% | +$19.9K | ﹤0.01% | 1188 |
|
|
2015
Q3 | $61K | Sell |
925
-127
| -12% | -$8.78K | ﹤0.01% | 1278 |
|
|
2015
Q2 | $67K | Sell |
1,052
-21
| -2% | -$1.35K | ﹤0.01% | 1305 |
|
|
2015
Q1 | $67K | Hold |
1,073
| – | – | ﹤0.01% | 1296 |
|
|
2014
Q4 | $64K | Buy |
1,073
+306
| +40% | +$18.2K | ﹤0.01% | 1332 |
|
|
2014
Q3 | $43K | Buy |
767
+89
| +13% | +$5.21K | ﹤0.01% | 1471 |
|
|
2014
Q2 | $39K | Hold |
678
| – | – | ﹤0.01% | 1482 |
|
|
2014
Q1 | $38K | Buy |
678
+52
| +8% | +$2.93K | ﹤0.01% | 1484 |
|
|
2013
Q4 | $34K | Buy |
626
+206
| +49% | +$11.5K | ﹤0.01% | 1427 |
|
|
2013
Q3 | $22K | Hold |
420
| – | – | ﹤0.01% | 1317 |
|
|
2013
Q2 | $20K | Buy |
+420
| New | +$20.3K | ﹤0.01% | 1294 |
|
Other funds holding AFG
VPM
VCM
AFGI4KRSP
