Freedom Investment Management’s American Equity Investment Life Holding Company AEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,875
| Closed | -$330K | – | 888 |
|
2024
Q1 | $330K | Sell |
5,875
-258
| -4% | -$14.5K | 0.03% | 570 |
|
2023
Q4 | $342K | Sell |
6,133
-164
| -3% | -$9.15K | 0.03% | 555 |
|
2023
Q3 | $338K | Sell |
6,297
-2,735
| -30% | -$147K | 0.04% | 461 |
|
2023
Q2 | $471K | Sell |
9,032
-2,490
| -22% | -$130K | 0.05% | 409 |
|
2023
Q1 | $420K | Sell |
11,522
-580
| -5% | -$21.2K | 0.05% | 455 |
|
2022
Q4 | $552K | Buy |
+12,102
| New | +$552K | 0.06% | 381 |
|
2019
Q3 | – | Sell |
-8,458
| Closed | -$230K | – | 744 |
|
2019
Q2 | $230K | Buy |
+8,458
| New | +$230K | 0.02% | 595 |
|
2019
Q1 | – | Sell |
-11,068
| Closed | -$309K | – | 800 |
|
2018
Q4 | $309K | Sell |
11,068
-2,184
| -16% | -$61K | 0.02% | 564 |
|
2018
Q3 | $488K | Sell |
13,252
-707
| -5% | -$26K | 0.03% | 525 |
|
2018
Q2 | $503K | Buy |
13,959
+6,077
| +77% | +$219K | 0.03% | 551 |
|
2018
Q1 | $231K | Buy |
7,882
+90
| +1% | +$2.64K | 0.01% | 974 |
|
2017
Q4 | $239K | Buy |
+7,792
| New | +$239K | 0.01% | 974 |
|
2016
Q3 | – | Sell |
-20,021
| Closed | -$285K | – | 954 |
|
2016
Q2 | $285K | Buy |
20,021
+326
| +2% | +$4.64K | 0.02% | 604 |
|
2016
Q1 | $331K | Buy |
19,695
+3,260
| +20% | +$54.8K | 0.02% | 523 |
|
2015
Q4 | $395K | Sell |
16,435
-15,547
| -49% | -$374K | 0.03% | 468 |
|
2015
Q3 | $530K | Buy |
31,982
+15,498
| +94% | +$257K | 0.05% | 302 |
|
2015
Q2 | $445K | Buy |
16,484
+1,365
| +9% | +$36.8K | 0.05% | 376 |
|
2015
Q1 | $440K | Sell |
15,119
-995
| -6% | -$29K | 0.05% | 352 |
|
2014
Q4 | $470K | Sell |
16,114
-3,461
| -18% | -$101K | 0.06% | 304 |
|
2014
Q3 | $448K | Buy |
19,575
+2,135
| +12% | +$48.9K | 0.08% | 259 |
|
2014
Q2 | $429K | Buy |
17,440
+1,291
| +8% | +$31.8K | 0.07% | 270 |
|
2014
Q1 | $381K | Buy |
16,149
+2,332
| +17% | +$55K | 0.08% | 249 |
|
2013
Q4 | $365K | Buy |
+13,817
| New | +$365K | 0.09% | 237 |
|