Dana Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,956
| Closed | -$269K | – | 396 |
|
|
2022
Q4 | $269K | Buy |
1,956
+8
| +0.4% | +$1.1K | 0.01% | 370 |
|
|
2022
Q3 | $239K | Hold |
1,948
| – | – | 0.01% | 373 |
|
|
2022
Q2 | $270K | Sell |
1,948
-498
| -20% | -$70K | 0.01% | 377 |
|
|
2022
Q1 | $356K | Sell |
2,446
-25,623
| -91% | -$3.49M | 0.02% | 297 |
|
|
2021
Q4 | $3.85M | Sell |
28,069
-1,506
| -5% | -$207K | 0.17% | 95 |
|
|
2021
Q3 | $3.72M | Sell |
29,575
-130
| -0.4% | -$17K | 0.17% | 95 |
|
|
2021
Q2 | $3.71M | Sell |
29,705
-805
| -3% | -$101K | 0.16% | 93 |
|
|
2021
Q1 | $3.48M | Buy |
+30,510
| New | +$3.15M | 0.16% | 99 |
|
|
2020
Q2 | – | Sell |
-23,960
| Closed | -$1.68M | – | 262 |
|
|
2020
Q1 | $1.68M | Sell |
23,960
-348
| -1% | -$33.6K | 0.1% | 109 |
|
|
2019
Q4 | $2.67M | Sell |
24,308
-331
| -1% | -$35.4K | 0.13% | 104 |
|
|
2019
Q3 | $2.66M | Sell |
24,639
-3,802
| -13% | -$394K | 0.13% | 101 |
|
|
2019
Q2 | $2.91M | Sell |
28,441
-4,290
| -13% | -$431K | 0.14% | 100 |
|
|
2019
Q1 | $3.15M | Buy |
32,731
+1,738
| +6% | +$166K | 0.15% | 103 |
|
|
2018
Q4 | $2.81M | Sell |
30,993
-4,163
| -12% | -$418K | 0.14% | 107 |
|
|
2018
Q3 | $3.9M | Sell |
35,156
-2,146
| -6% | -$239K | 0.16% | 106 |
|
|
2018
Q2 | $4M | Sell |
37,302
-2,616
| -7% | -$290K | 0.18% | 104 |
|
|
2018
Q1 | $4.48M | Sell |
39,918
-2,815
| -7% | -$315K | 0.2% | 104 |
|
|
2017
Q4 | $4.64M | Sell |
42,733
-715
| -2% | -$75K | 0.2% | 98 |
|
|
2017
Q3 | $4.5M | Sell |
43,448
-412
| -0.9% | -$41.9K | 0.21% | 96 |
|
|
2017
Q2 | $4.36M | Sell |
43,860
-7,883
| -15% | -$772K | 0.2% | 100 |
|
|
2017
Q1 | $4.94M | Sell |
51,743
-6,104
| -11% | -$560K | 0.23% | 100 |
|
|
2016
Q4 | $5.1M | Buy |
57,847
+17,270
| +43% | +$1.39M | 0.24% | 104 |
|
|
2016
Q3 | $3.04M | Sell |
40,577
-23,377
| -37% | -$1.72M | 0.15% | 114 |
|
|
2016
Q2 | $4.73M | Buy |
63,954
+836
| +1% | +$59.2K | 0.21% | 107 |
|
|
2016
Q1 | $4.44M | Buy |
63,118
+58,568
| +1,287% | +$4.01M | 0.2% | 107 |
|
|
2015
Q4 | $4.55K | Sell |
4,550
-43,581
| -91% | -$3.14M | 0.22% | 106 |
|
|
2015
Q3 | $3.32M | Sell |
48,131
-177
| -0.4% | -$12.2K | 0.16% | 112 |
|
|
2015
Q2 | $3.14M | Buy |
48,308
+2,615
| +6% | +$169K | 0.15% | 117 |
|
|
2015
Q1 | $2.93M | Sell |
45,693
-4,153
| -8% | -$257K | 0.14% | 116 |
|
|
2014
Q4 | $3.03M | Buy |
49,846
+6,336
| +15% | +$377K | 0.12% | 116 |
|
|
2014
Q3 | $2.52M | Sell |
43,510
-1,465
| -3% | -$85.7K | 0.15% | 122 |
|
|
2014
Q2 | $2.68M | Buy |
44,975
+30,918
| +220% | +$1.8M | 0.16% | 114 |
|
|
2014
Q1 | $811K | Buy |
+14,057
| New | +$792K | 0.05% | 189 |
|
Other funds holding AFG
AFGI4KRSP
Dana Investment Advisors's AFG Position: Q1 2023 in Review
Dana Investment Advisors sold out of American Financial Group (AFG) in Q1 2023, closing a stake of 1,956 shares — an estimated $269K sold.
Dana Investment Advisors first reported a position in AFG in Q1 2014 and held it in 33 quarters. The position peaked at $5.1M in Q4 2016. 434 funds tracked by Wall St. Rank hold AFG as of Q1 2023.
- Dana Investment Advisors reported no remaining American Financial Group position as of Q1 2023 after selling out during the quarter.
- Dana Investment Advisors sold 1,956 American Financial Group shares in Q1 2023, an estimated $269K.
- Dana Investment Advisors first reported a position in American Financial Group in Q1 2014 and held it in 33 quarters.
- Dana Investment Advisors's American Financial Group position peaked at $5.1M in Q4 2016.
- 434 funds tracked by Wall St. Rank held American Financial Group as of Q1 2023.
Based on Dana Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.