Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Hold |
7,500
| – | – | 0.12% | 150 |
|
|
2025
Q1 | $985K | Hold |
7,500
| – | – | 0.15% | 125 |
|
|
2024
Q4 | $1.03M | Buy |
+7,500
| New | +$1.03M | 0.15% | 113 |
|
|
2022
Q1 | $1.09M | Hold |
7,500
| – | – | 0.21% | 93 |
|
|
2021
Q4 | $1.03M | Hold |
7,500
| – | – | 0.18% | 124 |
|
|
2021
Q3 | $944K | Hold |
7,500
| – | – | 0.21% | 99 |
|
|
2021
Q2 | $935K | Hold |
7,500
| – | – | 0.21% | 100 |
|
|
2021
Q1 | $855K | Buy |
7,500
+2,491
| +50% | +$284K | 0.28% | 65 |
|
|
2020
Q4 | $439K | Buy |
5,009
+9
| +0.2% | +$789 | 0.13% | 136 |
|
|
2020
Q3 | $335K | Sell |
5,000
-5,000
| -50% | -$335K | 0.11% | 130 |
|
|
2020
Q2 | $635K | Hold |
10,000
| – | – | 0.2% | 88 |
|
|
2020
Q1 | $701K | Buy |
+10,000
| New | +$701K | 0.31% | 56 |
|