M Holdings Securities’s American Financial Group AFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,761
| Closed | -$1.1M | – | 102 |
|
|
2024
Q2 | $1.1M | Buy |
+8,761
| New | +$1.1M | 0.14% | 89 |
|
|
2023
Q3 | – | Sell |
-8,779
| Closed | -$1.04M | – | 201 |
|
|
2023
Q2 | $1.04M | Sell |
8,779
-491
| -5% | -$58.3K | 0.21% | 46 |
|
|
2023
Q1 | $1.11M | Buy |
9,270
+41
| +0.4% | +$4.91K | 0.11% | 100 |
|
|
2022
Q4 | $1.27M | Sell |
9,229
-31
| -0.3% | -$4.27K | 0.13% | 129 |
|
|
2022
Q3 | $1.14M | Buy |
9,260
+5
| +0.1% | +$614 | 0.13% | 138 |
|
|
2022
Q2 | $1.29M | Hold |
9,255
| – | – | 0.13% | 131 |
|
|
2022
Q1 | $1.35M | Buy |
+9,255
| New | +$1.35M | 0.1% | 154 |
|
|
2021
Q2 | – | Sell |
-9,396
| Closed | -$1.07M | – | 236 |
|
|
2021
Q1 | $1.07M | Buy |
+9,396
| New | +$1.07M | 0.1% | 187 |
|
|
2014
Q4 | – | Sell |
-250
| Closed | -$25K | – | 189 |
|
|
2014
Q3 | $25K | Buy |
+250
| New | +$25K | 0.01% | 484 |
|