Formidable Asset Management’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 | $350K | Hold |
2,560
| – | – | 0.05% | 289 |
|
|
2025
Q4 | $373K | Hold |
2,560
| – | – | 0.05% | 295 |
|
|
2025
Q3 | $323K | Sell |
2,560
-885
| -26% | -$117K | 0.05% | 317 |
|
|
2025
Q2 | $452K | Hold |
3,445
| – | – | 0.08% | 242 |
|
|
2025
Q1 | $452K | Hold |
3,445
| – | – | 0.08% | 242 |
|
|
2024
Q4 | $472K | Hold |
3,445
| – | – | 0.08% | 236 |
|
|
2024
Q3 | $464K | Sell |
3,445
-14
| -0.4% | -$1.81K | 0.07% | 234 |
|
|
2024
Q2 | $426K | Buy |
3,459
+14
| +0.4% | +$1.8K | 0.07% | 257 |
|
|
2024
Q1 | $470K | Hold |
3,445
| – | – | 0.08% | 234 |
|
|
2023
Q4 | $410K | Hold |
3,445
| – | – | 0.09% | 192 |
|
|
2023
Q3 | $385K | Hold |
3,445
| – | – | 0.09% | 200 |
|
|
2023
Q2 | $409K | Sell |
3,445
-200
| -5% | -$23.6K | 0.09% | 192 |
|
|
2023
Q1 | $444K | Buy |
3,645
+959
| +36% | +$126K | 0.09% | 190 |
|
|
2022
Q4 | $369K | Hold |
2,686
| – | – | 0.08% | 203 |
|
|
2022
Q3 | $362K | Hold |
2,686
| – | – | 0.08% | 196 |
|
|
2022
Q2 | $359K | Hold |
2,686
| – | – | 0.08% | 209 |
|
|
2022
Q1 | $391K | Hold |
2,686
| – | – | 0.08% | 216 |
|
|
2021
Q4 | $369K | Hold |
2,686
| – | – | 0.07% | 227 |
|
|
2021
Q3 | $338K | Hold |
2,686
| – | – | 0.06% | 253 |
|
|
2021
Q2 | $336K | Buy |
2,686
+126
| +5% | +$15.7K | 0.07% | 214 |
|
|
2021
Q1 | $298K | Hold |
2,560
| – | – | 0.06% | 216 |
|
|
2020
Q4 | $224K | Buy |
+2,560
| New | +$210K | 0.05% | 239 |
|
|
2020
Q1 | – | Sell |
-2,360
| Closed | -$259K | – | 222 |
|
|
2019
Q4 | $259K | Buy |
2,360
+146
| +7% | +$15.6K | 0.08% | 175 |
|
|
2019
Q3 | $239K | Sell |
2,214
-146
| -6% | -$15.1K | 0.22% | 79 |
|
|
2019
Q2 | $242K | Buy |
+2,360
| New | +$237K | 0.08% | 176 |
|
|
2016
Q2 | – | Sell |
-357
| Closed | -$24K | – | 165 |
|
|
2016
Q1 | $24K | Hold |
357
| – | – | 0.02% | 262 |
|
|
2015
Q4 | $25K | Hold |
357
| – | – | 0.02% | 282 |
|
|
2015
Q3 | $24K | Hold |
357
| – | – | 0.02% | 294 |
|
|
2015
Q2 | $23K | Hold |
357
| – | – | 0.01% | 276 |
|
|
2015
Q1 | $23K | Hold |
357
| – | – | 0.02% | 267 |
|
|
2014
Q4 | $22K | Hold |
357
| – | – | 0.02% | 256 |
|
|
2014
Q3 | $21K | Hold |
357
| – | – | 0.01% | 252 |
|
|
2014
Q2 | $21K | Hold |
357
| – | – | 0.01% | 276 |
|
|
2014
Q1 | $20K | Hold |
357
| – | – | 0.01% | 253 |
|
|
2013
Q4 | $20K | Hold |
357
| – | – | 0.01% | 268 |
|
|
2013
Q3 | $19K | Buy |
+357
| New | +$18.7K | 0.02% | 238 |
|
Other funds holding AFG
VPM
VCM
AFGI4KRSP
