Focused Wealth Management’s American Financial Group AFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,125
| Closed | -$154K | – | 927 |
|
2021
Q4 | $154K | Hold |
1,125
| – | – | 0.02% | 216 |
|
2021
Q3 | $142K | Hold |
1,125
| – | – | 0.02% | 223 |
|
2021
Q2 | $140K | Hold |
1,125
| – | – | 0.02% | 240 |
|
2021
Q1 | $128K | Hold |
1,125
| – | – | 0.02% | 236 |
|
2020
Q4 | $99K | Sell |
1,125
-275
| -20% | -$24.2K | 0.02% | 267 |
|
2020
Q3 | $94K | Hold |
1,400
| – | – | 0.02% | 252 |
|
2020
Q2 | $89K | Buy |
1,400
+300
| +27% | +$19.1K | 0.02% | 243 |
|
2020
Q1 | $77K | Hold |
1,100
| – | – | 0.02% | 239 |
|
2019
Q4 | $121K | Hold |
1,100
| – | – | 0.03% | 232 |
|
2019
Q3 | $119K | Hold |
1,100
| – | – | 0.03% | 213 |
|
2019
Q2 | $113K | Buy |
+1,100
| New | +$113K | 0.03% | 222 |
|
2018
Q2 | – | Sell |
-1,600
| Closed | -$180K | – | 624 |
|
2018
Q1 | $180K | Buy |
1,600
+700
| +78% | +$78.8K | 0.06% | 170 |
|
2017
Q4 | $98K | Buy |
+900
| New | +$98K | 0.03% | 234 |
|
2017
Q3 | – | Sell |
-900
| Closed | -$89K | – | 623 |
|
2017
Q2 | $89K | Hold |
900
| – | – | 0.03% | 230 |
|
2017
Q1 | $86K | Sell |
900
-2,000
| -69% | -$191K | 0.03% | 227 |
|
2016
Q4 | $256K | Sell |
2,900
-200
| -6% | -$17.7K | 0.11% | 113 |
|
2016
Q3 | $233K | Hold |
3,100
| – | – | 0.1% | 123 |
|
2016
Q2 | $229K | Buy |
+3,100
| New | +$229K | 0.11% | 125 |
|