EverSource Wealth 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
2026 Q1	$108K	Sell	843 -75	-8%	-$9.74K	﹤0.01%	1387
2025 Q4	$125K	Buy	918 +34	+4%	+$4.67K	﹤0.01%	1198
2025 Q3	$129K	Buy	884 +91	+11%	+$12.1K	0.01%	1141
2025 Q2	$100K	Buy	793 +469	+145%	+$58.7K	﹤0.01%	1199
2025 Q1	$42.6K	Buy	324 +121	+60%	+$15.6K	﹤0.01%	1310
2024 Q4	$27.8K	Buy	203 +26	+15%	+$3.58K	﹤0.01%	1461
2024 Q3	$23.8K	Buy	177 +54	+44%	+$7K	﹤0.01%	1404
2024 Q2	$16.1K	Buy	123 +7	+6%	+$901	﹤0.01%	1608
2024 Q1	$14.8K	Buy	116 +54	+87%	+$6.72K	﹤0.01%	1506
2023 Q4	$7.37K	Buy	62 +43	+226%	+$4.85K	﹤0.01%	1699
2023 Q3	$2.12K	Buy	19 +16	+533%	+$1.85K	﹤0.01%	1985
2023 Q2	$356	Sell	3 -7	-70%	-$825	﹤0.01%	2387
2023 Q1	$1.22K	Buy	10 +3	+43%	+$395	﹤0.01%	2067
2022 Q4	$961	Hold	7	–	–	﹤0.01%	2101
2022 Q3	$1K	Buy	+7	New	+$918	﹤0.01%	1769