EWA
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EP Wealth Advisors’s American Financial Group AFG Stock Holding History

EP Wealth Advisors’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$347K Buy
2,749
+970
+55% +$122K ﹤0.01% 936
2025
Q1 		$234K Buy
1,779
+63
+4% +$8.27K ﹤0.01% 1053
2024
Q4 		$235K Buy
1,716
+43
+3% +$5.89K ﹤0.01% 988
2024
Q3 		$225K Buy
+1,673
New +$225K ﹤0.01% 984