Shelton Capital Management’s American Financial Group AFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
2,567
| – | – | 0.01% | 459 |
|
|
2025
Q1 | $337K | Hold |
2,567
| – | – | 0.01% | 429 |
|
|
2024
Q4 | $351K | Hold |
2,567
| – | – | 0.01% | 441 |
|
|
2024
Q3 | $346K | Sell |
2,567
-91
| -3% | -$12.2K | 0.01% | 450 |
|
|
2024
Q2 | $327K | Sell |
2,658
-160
| -6% | -$19.7K | 0.01% | 446 |
|
|
2024
Q1 | $385K | Hold |
2,818
| – | – | 0.01% | 418 |
|
|
2023
Q4 | $335K | Sell |
2,818
-451
| -14% | -$53.6K | 0.01% | 437 |
|
|
2023
Q3 | $365K | Sell |
3,269
-164
| -5% | -$18.3K | 0.01% | 379 |
|
|
2023
Q2 | $408K | Sell |
3,433
-70
| -2% | -$8.31K | 0.01% | 360 |
|
|
2023
Q1 | $426K | Hold |
3,503
| – | – | 0.02% | 330 |
|
|
2022
Q4 | $481K | Hold |
3,503
| – | – | 0.05% | 273 |
|
|
2022
Q3 | $431K | Hold |
3,503
| – | – | 0.02% | 332 |
|
|
2022
Q2 | $486K | Hold |
3,503
| – | – | 0.02% | 326 |
|
|
2022
Q1 | $510K | Hold |
3,503
| – | – | 0.02% | 346 |
|
|
2021
Q4 | $481K | Sell |
3,503
-377
| -10% | -$51.8K | 0.02% | 381 |
|
|
2021
Q3 | $488K | Hold |
3,880
| – | – | 0.02% | 364 |
|
|
2021
Q2 | $484K | Sell |
3,880
-170
| -4% | -$21.2K | 0.02% | 385 |
|
|
2021
Q1 | $462K | Hold |
4,050
| – | – | 0.02% | 405 |
|
|
2020
Q4 | $355K | Sell |
4,050
-311
| -7% | -$27.3K | 0.02% | 428 |
|
|
2020
Q3 | $292K | Hold |
4,361
| – | – | 0.01% | 545 |
|
|
2020
Q2 | $277K | Sell |
4,361
-360
| -8% | -$22.9K | 0.02% | 468 |
|
|
2020
Q1 | $331K | Sell |
4,721
-200
| -4% | -$14K | 0.02% | 363 |
|
|
2019
Q4 | $540K | Hold |
4,921
| – | – | 0.03% | 327 |
|
|
2019
Q3 | $531K | Sell |
4,921
-138
| -3% | -$14.9K | 0.03% | 329 |
|
|
2019
Q2 | $518K | Buy |
5,059
+4,572
| +939% | +$468K | 0.03% | 332 |
|
|
2019
Q1 | $5.06K | Sell |
487
-4,572
| -90% | -$47.5K | 0.02% | 573 |
|
|
2018
Q4 | $458K | Hold |
5,059
| – | – | 0.03% | 326 |
|
|
2018
Q3 | $561K | Hold |
5,059
| – | – | 0.03% | 330 |
|
|
2018
Q2 | $543K | Hold |
5,059
| – | – | 0.03% | 320 |
|
|
2018
Q1 | $568K | Sell |
5,059
-521
| -9% | -$58.5K | 0.04% | 322 |
|
|
2017
Q4 | $606K | Hold |
5,580
| – | – | 0.04% | 320 |
|
|
2017
Q3 | $577K | Hold |
5,580
| – | – | 0.04% | 323 |
|
|
2017
Q2 | $554K | Buy |
5,580
+69
| +1% | +$6.85K | 0.04% | 335 |
|
|
2017
Q1 | $526K | Buy |
5,511
+131
| +2% | +$12.5K | 0.04% | 348 |
|
|
2016
Q4 | $474K | Sell |
5,380
-1,691
| -24% | -$149K | 0.04% | 373 |
|
|
2016
Q3 | $530K | Hold |
7,071
| – | – | 0.04% | 342 |
|
|
2016
Q2 | $523K | Hold |
7,071
| – | – | 0.05% | 353 |
|
|
2016
Q1 | $498K | Hold |
7,071
| – | – | 0.05% | 359 |
|
|
2015
Q4 | $510K | Hold |
7,071
| – | – | 0.05% | 347 |
|
|
2015
Q3 | $487K | Hold |
7,071
| – | – | 0.05% | 346 |
|
|
2015
Q2 | $460K | Hold |
7,071
| – | – | 0.05% | 387 |
|
|
2015
Q1 | $454K | Sell |
7,071
-719
| -9% | -$46.2K | 0.05% | 417 |
|
|
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% | -$30.3K | 0.07% | 351 |
|
|
2013
Q3 | $450K | Sell |
8,315
-288
| -3% | -$15.6K | 0.08% | 323 |
|
|
2013
Q2 | $421K | Buy |
+8,603
| New | +$421K | 0.08% | 328 |
|