Kellett 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 | $334K | Buy |
2,648
+16
| +0.6% | +$2.02K | 0.22% | 48 |
|
|
2025
Q1 | $346K | Buy |
2,632
+55
| +2% | +$7.22K | 0.24% | 47 |
|
|
2024
Q4 | $353K | Hold |
2,577
| – | – | 0.24% | 47 |
|
|
2024
Q3 | $347K | Buy |
2,577
+14
| +0.5% | +$1.88K | 0.25% | 45 |
|
|
2024
Q2 | $315K | Buy |
2,563
+14
| +0.5% | +$1.72K | 0.25% | 47 |
|
|
2024
Q1 | $348K | Buy |
2,549
+64
| +3% | +$8.73K | 0.24% | 53 |
|
|
2023
Q4 | $295K | Buy |
2,485
+48
| +2% | +$5.71K | 0.22% | 58 |
|
|
2023
Q3 | $272K | Buy |
2,437
+13
| +0.5% | +$1.45K | 0.23% | 52 |
|
|
2023
Q2 | $288K | Buy |
2,424
+12
| +0.5% | +$1.43K | 0.26% | 42 |
|
|
2023
Q1 | $293K | Buy |
2,412
+80
| +3% | +$9.72K | 0.28% | 40 |
|
|
2022
Q4 | $320K | Buy |
2,332
+32
| +1% | +$4.39K | 0.31% | 36 |
|
|
2022
Q3 | $334K | Buy |
2,300
+20
| +0.9% | +$2.9K | 0.41% | 34 |
|
|
2022
Q2 | $316K | Buy |
2,280
+132
| +6% | +$18.3K | 0.41% | 34 |
|
|
2022
Q1 | $313K | Buy |
2,148
+29
| +1% | +$4.23K | 0.25% | 43 |
|
|
2021
Q4 | $291K | Buy |
+2,119
| New | +$291K | 0.22% | 48 |
|