LWAM
Legacy Wealth Asset Management’s American Financial Group AFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Sell |
4,725
-1
| -0% | -$126 | 0.15% | 213 |
|
|
2025
Q1 | $621K | Sell |
4,726
-13
| -0.3% | -$1.71K | 0.17% | 198 |
|
|
2024
Q4 | $649K | Buy |
4,739
+64
| +1% | +$8.76K | 0.18% | 179 |
|
|
2024
Q3 | $629K | Buy |
4,675
+1,617
| +53% | +$218K | 0.17% | 197 |
|
|
2024
Q2 | $376K | Buy |
3,058
+147
| +5% | +$18.1K | 0.11% | 272 |
|
|
2024
Q1 | $397K | Buy |
2,911
+8
| +0.3% | +$1.09K | 0.11% | 265 |
|
|
2023
Q4 | $345K | Buy |
2,903
+26
| +0.9% | +$3.09K | 0.11% | 275 |
|
|
2023
Q3 | $321K | Buy |
2,877
+7
| +0.2% | +$782 | 0.12% | 267 |
|
|
2023
Q2 | $341K | Buy |
2,870
+66
| +2% | +$7.84K | 0.12% | 273 |
|
|
2023
Q1 | $341K | Sell |
2,804
-31
| -1% | -$3.77K | 0.12% | 277 |
|
|
2022
Q4 | $389K | Sell |
2,835
-213
| -7% | -$29.2K | 0.15% | 255 |
|
|
2022
Q3 | $375K | Sell |
3,048
-265
| -8% | -$32.6K | 0.16% | 225 |
|
|
2022
Q2 | $460K | Sell |
3,313
-95
| -3% | -$13.2K | 0.19% | 178 |
|
|
2022
Q1 | $496K | Sell |
3,408
-21
| -0.6% | -$3.06K | 0.18% | 187 |
|
|
2021
Q4 | $471K | Buy |
3,429
+46
| +1% | +$6.32K | 0.16% | 203 |
|
|
2021
Q3 | $426K | Sell |
3,383
-86
| -2% | -$10.8K | 0.19% | 197 |
|
|
2021
Q2 | $433K | Sell |
3,469
-1,460
| -30% | -$182K | 0.19% | 196 |
|
|
2021
Q1 | $562K | Sell |
4,929
-17
| -0.3% | -$1.94K | 0.26% | 158 |
|
|
2020
Q4 | $433K | Buy |
+4,946
| New | +$433K | 0.22% | 177 |
|