JFS Wealth Advisors’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 | $4.8K | Sell |
38
-13
| -25% | -$1.64K | ﹤0.01% | 1103 |
|
2025
Q1 | $6.7K | Sell |
51
-13
| -20% | -$1.71K | ﹤0.01% | 1010 |
|
2024
Q4 | $8.76K | Buy |
64
+14
| +28% | +$1.92K | ﹤0.01% | 888 |
|
2024
Q3 | $6.73K | Buy |
50
+2
| +4% | +$269 | ﹤0.01% | 1004 |
|
2024
Q2 | $5.91K | Hold |
48
| – | – | ﹤0.01% | 997 |
|
2024
Q1 | $6.55K | Buy |
48
+17
| +55% | +$2.32K | ﹤0.01% | 990 |
|
2023
Q4 | $3.69K | Sell |
31
-35
| -53% | -$4.16K | ﹤0.01% | 1174 |
|
2023
Q3 | $7.37K | Buy |
66
+20
| +43% | +$2.23K | ﹤0.01% | 834 |
|
2023
Q2 | $5.46K | Buy |
46
+2
| +5% | +$238 | ﹤0.01% | 962 |
|
2023
Q1 | $5.35K | Sell |
44
-14
| -24% | -$1.7K | ﹤0.01% | 957 |
|
2022
Q4 | $7.96K | Buy |
58
+2
| +4% | +$275 | ﹤0.01% | 801 |
|
2022
Q3 | $7K | Sell |
56
-39
| -41% | -$4.88K | ﹤0.01% | 837 |
|
2022
Q2 | $13K | Buy |
95
+32
| +51% | +$4.38K | ﹤0.01% | 682 |
|
2022
Q1 | $9K | Buy |
63
+37
| +142% | +$5.29K | ﹤0.01% | 800 |
|
2021
Q4 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 822 |
|