M Holdings Securities’s American Financial Group AFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.91M	Buy	14,942 +344	+2%	+$44.7K	0.13%	135
2025 Q4	$2M	Buy	14,598 +683	+5%	+$93.7K	0.14%	127
2025 Q3	$2.03M	Buy	+13,915	New	+$1.85M	0.43%	35
2024 Q3	–	Sell	-8,761	Closed	-$1.1M	–	102
2024 Q2	$1.1M	Buy	+8,761	New	+$1.13M	0.14%	89
2023 Q3	–	Sell	-8,779	Closed	-$1.04M	–	205
2023 Q2	$1.04M	Sell	8,779 -491	-5%	-$57.9K	0.26%	64
2023 Q1	$1.11M	Buy	9,270 +41	+0.4%	+$5.4K	0.15%	142
2022 Q4	$1.27M	Sell	9,229 -31	-0.3%	-$4.25K	0.13%	129
2022 Q3	$1.14M	Buy	9,260 +5	+0.1%	+$656	0.13%	138
2022 Q2	$1.28M	Hold	9,255	–	–	0.13%	131
2022 Q1	$1.35M	Buy	+9,255	New	+$1.26M	0.1%	154
2021 Q2	–	Sell	-9,396	Closed	-$1.07M	–	236
2021 Q1	$1.07M	Buy	+9,396	New	+$971K	0.1%	187
2014 Q4	–	Sell	-250	Closed	-$25K	–	189
2014 Q3	$25K	Buy	+250	New	+$14.6K	0.01%	486