Independent Advisor Alliance’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	$231K	Sell	1,808 -286	-14%	-$37.1K	﹤0.01%	1435
2025 Q4	$286K	Sell	2,094 -154	-7%	-$21.1K	0.01%	810
2025 Q3	$328K	Buy	2,248 +174	+8%	+$23.1K	0.01%	741
2025 Q2	$262K	Sell	2,074 -651	-24%	-$81.5K	0.01%	758
2025 Q1	$358K	Buy	2,725 +710	+35%	+$91.7K	0.01%	608
2024 Q4	$276K	Buy	2,015 +223	+12%	+$30.7K	﹤0.01%	1166
2024 Q3	$241K	Sell	1,792 -26	-1%	-$3.37K	0.01%	616
2024 Q2	$224K	Buy	1,818 +76	+4%	+$9.78K	0.01%	646
2024 Q1	$238K	Sell	1,742 -27	-2%	-$3.36K	0.01%	623
2023 Q4	$210K	Sell	1,769 -28	-2%	-$3.15K	0.01%	634
2023 Q3	$201K	Sell	1,797 -73	-4%	-$8.43K	0.01%	609
2023 Q2	$222K	Sell	1,870 -472	-20%	-$55.6K	0.01%	594
2023 Q1	$285K	Buy	+2,342	New	+$309K	0.01%	527
2022 Q4	–	Sell	-3,807	Closed	-$468K	–	427
2022 Q3	$468K	Sell	3,807 -32	-0.8%	-$4.2K	0.03%	387
2022 Q2	$533K	Hold	3,839	–	–	0.03%	357
2022 Q1	$559K	Buy	3,839 +118	+3%	+$16.1K	0.03%	372
2021 Q4	$511K	Buy	3,721 +491	+15%	+$67.5K	0.03%	395
2021 Q3	$406K	Buy	+3,230	New	+$422K	0.02%	425
2020 Q2	–	Sell	-3,608	Closed	-$253K	–	491
2020 Q1	$253K	Sell	3,608 -365	-9%	-$35.2K	0.04%	313
2019 Q4	$436K	Buy	3,973 +209	+6%	+$22.4K	0.02%	562
2019 Q3	$406K	Buy	3,764 +317	+9%	+$32.8K	0.05%	277
2019 Q2	$353K	Sell	3,447 -22	-0.6%	-$2.21K	0.05%	266
2019 Q1	$334K	Sell	3,469 -10	-0.3%	-$958	0.05%	293
2018 Q4	$315K	Buy	+3,479	New	+$349K	0.06%	282