Heritage Wealth Management (Ohio)’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	$480K	Buy	3,806 +1,500	+65%	+$189K	0.16%	144
2025 Q1	$303K	Hold	2,306	–	–	0.1%	183
2024 Q4	$316K	Hold	2,306	–	–	0.11%	182
2024 Q3	$310K	Sell	2,306 -261	-10%	-$35.1K	0.1%	179
2024 Q2	$307K	Buy	+2,567	New	+$307K	0.1%	174