Shelton Capital Management’s American Financial Group AFG Stock Holding History

Shelton Capital Management’s Portfolio AFG Stock Details AFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$299K	Hold	2,342	–	–	0.01%	516
2025 Q4	$320K	Sell	2,342 -225	-9%	-$30.9K	0.01%	473
2025 Q3	$374K	Hold	2,567	–	–	0.01%	438
2025 Q2	$324K	Hold	2,567	–	–	0.01%	459
2025 Q1	$337K	Hold	2,567	–	–	0.01%	431
2024 Q4	$351K	Hold	2,567	–	–	0.01%	442
2024 Q3	$346K	Sell	2,567 -91	-3%	-$11.8K	0.01%	450
2024 Q2	$327K	Sell	2,658 -160	-6%	-$20.6K	0.01%	454
2024 Q1	$385K	Hold	2,818	–	–	0.01%	426
2023 Q4	$335K	Sell	2,818 -451	-14%	-$50.8K	0.01%	446
2023 Q3	$365K	Sell	3,269 -164	-5%	-$18.9K	0.01%	384
2023 Q2	$408K	Sell	3,433 -70	-2%	-$8.25K	0.01%	366
2023 Q1	$426K	Hold	3,503	–	–	0.02%	336
2022 Q4	$481K	Hold	3,503	–	–	0.05%	277
2022 Q3	$431K	Hold	3,503	–	–	0.02%	334
2022 Q2	$486K	Hold	3,503	–	–	0.02%	329
2022 Q1	$510K	Hold	3,503	–	–	0.02%	356
2021 Q4	$481K	Sell	3,503 -377	-10%	-$51.8K	0.02%	385
2021 Q3	$488K	Hold	3,880	–	–	0.02%	366
2021 Q2	$484K	Sell	3,880 -170	-4%	-$21.2K	0.02%	388
2021 Q1	$462K	Hold	4,050	–	–	0.02%	408
2020 Q4	$355K	Sell	4,050 -311	-7%	-$25.5K	0.02%	435
2020 Q3	$292K	Hold	4,361	–	–	0.01%	552
2020 Q2	$277K	Sell	4,361 -360	-8%	-$23.2K	0.02%	475
2020 Q1	$331K	Sell	4,721 -200	-4%	-$19.3K	0.02%	370
2019 Q4	$540K	Hold	4,921	–	–	0.03%	330
2019 Q3	$531K	Sell	4,921 -138	-3%	-$14.3K	0.03%	333
2019 Q2	$518K	Buy	5,059 +4,572	+939%	+$460K	0.03%	337
2019 Q1	$5.06K	Sell	487 -4,572	-90%	-$438K	0.02%	574
2018 Q4	$458K	Hold	5,059	–	–	0.03%	330
2018 Q3	$561K	Hold	5,059	–	–	0.03%	334
2018 Q2	$543K	Hold	5,059	–	–	0.03%	323
2018 Q1	$568K	Sell	5,059 -521	-9%	-$58.3K	0.04%	324
2017 Q4	$606K	Hold	5,580	–	–	0.04%	324
2017 Q3	$577K	Hold	5,580	–	–	0.04%	327
2017 Q2	$554K	Buy	5,580 +69	+1%	+$6.76K	0.04%	335
2017 Q1	$526K	Buy	5,511 +131	+2%	+$12K	0.04%	352
2016 Q4	$474K	Sell	5,380 -1,691	-24%	-$136K	0.04%	377
2016 Q3	$530K	Hold	7,071	–	–	0.04%	345
2016 Q2	$523K	Hold	7,071	–	–	0.05%	357
2016 Q1	$498K	Hold	7,071	–	–	0.05%	365
2015 Q4	$510K	Hold	7,071	–	–	0.05%	355
2015 Q3	$487K	Hold	7,071	–	–	0.05%	353
2015 Q2	$460K	Hold	7,071	–	–	0.05%	392
2015 Q1	$454K	Sell	7,071 -719	-9%	-$44.5K	0.05%	422
2014 Q4	$473K	Hold	7,790	–	–	0.06%	387
2014 Q3	$451K	Hold	7,790	–	–	0.06%	376
2014 Q2	$464K	Hold	7,790	–	–	0.06%	377
2014 Q1	$450K	Hold	7,790	–	–	0.07%	369
2013 Q4	$450K	Sell	7,790 -525	-6%	-$29.4K	0.07%	351
2013 Q3	$450K	Sell	8,315 -288	-3%	-$15.1K	0.08%	323
2013 Q2	$421K	Buy	+8,603	New	+$415K	0.08%	328