Independent Advisor Alliance’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 | $262K | Sell |
2,074
-651
| -24% | -$82.2K | 0.01% | 758 |
|
|
2025
Q1 | $358K | Buy |
2,725
+710
| +35% | +$93.2K | 0.01% | 608 |
|
|
2024
Q4 | $276K | Buy |
2,015
+223
| +12% | +$30.5K | ﹤0.01% | 1166 |
|
|
2024
Q3 | $241K | Sell |
1,792
-26
| -1% | -$3.5K | 0.01% | 616 |
|
|
2024
Q2 | $224K | Buy |
1,818
+76
| +4% | +$9.35K | 0.01% | 646 |
|
|
2024
Q1 | $238K | Sell |
1,742
-27
| -2% | -$3.69K | 0.01% | 623 |
|
|
2023
Q4 | $210K | Sell |
1,769
-28
| -2% | -$3.33K | 0.01% | 634 |
|
|
2023
Q3 | $201K | Sell |
1,797
-73
| -4% | -$8.15K | 0.01% | 609 |
|
|
2023
Q2 | $222K | Sell |
1,870
-472
| -20% | -$56.1K | 0.01% | 594 |
|
|
2023
Q1 | $285K | Buy |
+2,342
| New | +$285K | 0.01% | 527 |
|
|
2022
Q4 | – | Sell |
-3,807
| Closed | -$468K | – | 427 |
|
|
2022
Q3 | $468K | Sell |
3,807
-32
| -0.8% | -$3.93K | 0.03% | 387 |
|
|
2022
Q2 | $533K | Hold |
3,839
| – | – | 0.03% | 357 |
|
|
2022
Q1 | $559K | Buy |
3,839
+118
| +3% | +$17.2K | 0.03% | 372 |
|
|
2021
Q4 | $511K | Buy |
3,721
+491
| +15% | +$67.4K | 0.03% | 394 |
|
|
2021
Q3 | $406K | Buy |
+3,230
| New | +$406K | 0.02% | 425 |
|
|
2020
Q2 | – | Sell |
-3,608
| Closed | -$253K | – | 481 |
|
|
2020
Q1 | $253K | Sell |
3,608
-365
| -9% | -$25.6K | 0.04% | 313 |
|
|
2019
Q4 | $436K | Buy |
3,973
+209
| +6% | +$22.9K | 0.02% | 562 |
|
|
2019
Q3 | $406K | Buy |
3,764
+317
| +9% | +$34.2K | 0.05% | 277 |
|
|
2019
Q2 | $353K | Sell |
3,447
-22
| -0.6% | -$2.25K | 0.05% | 266 |
|
|
2019
Q1 | $334K | Sell |
3,469
-10
| -0.3% | -$963 | 0.05% | 291 |
|
|
2018
Q4 | $315K | Buy |
+3,479
| New | +$315K | 0.06% | 281 |
|