LFA
Legacy Financial Advisors’s American Financial Group AFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
4,105
-14
| -0.3% | -$1.77K | 0.08% | 199 |
|
|
2025
Q1 | $541K | Sell |
4,119
-8
| -0.2% | -$1.05K | 0.09% | 181 |
|
|
2024
Q4 | $565K | Buy |
4,127
+100
| +2% | +$13.7K | 0.09% | 180 |
|
|
2024
Q3 | $542K | Sell |
4,027
-1,146
| -22% | -$154K | 0.09% | 182 |
|
|
2024
Q2 | $636K | Sell |
5,173
-7
| -0.1% | -$861 | 0.11% | 153 |
|
|
2024
Q1 | $707K | Hold |
5,180
| – | – | 0.13% | 135 |
|
|
2023
Q4 | $616K | Sell |
5,180
-17
| -0.3% | -$2.02K | 0.12% | 135 |
|
|
2023
Q3 | $580K | Hold |
5,197
| – | – | 0.12% | 112 |
|
|
2023
Q2 | $617K | Sell |
5,197
-25
| -0.5% | -$2.97K | 0.12% | 109 |
|
|
2023
Q1 | $634K | Sell |
5,222
-12
| -0.2% | -$1.46K | 0.13% | 96 |
|
|
2022
Q4 | $719K | Buy |
5,234
+19
| +0.4% | +$2.61K | 0.15% | 75 |
|
|
2022
Q3 | $641K | Buy |
5,215
+11
| +0.2% | +$1.35K | 0.15% | 76 |
|
|
2022
Q2 | $722K | Sell |
5,204
-30
| -0.6% | -$4.16K | 0.18% | 63 |
|
|
2022
Q1 | $762K | Buy |
+5,234
| New | +$762K | 0.17% | 65 |
|
|
2018
Q4 | – | Sell |
-23
| Closed | -$2K | – | 970 |
|
|
2018
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 791 |
|
|
2018
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 805 |
|