Steward Partners Investment Advisory’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 | $11.2K | Buy |
88
+2
| +2% | +$260 | ﹤0.01% | 3504 |
|
|
2025
Q4 | $11.8K | Buy |
86
+1
| +1% | +$137 | ﹤0.01% | 3377 |
|
|
2025
Q3 | $12.3K | Sell |
85
-18
| -17% | -$2.39K | ﹤0.01% | 3312 |
|
|
2025
Q2 | $13K | Sell |
103
-62
| -38% | -$7.76K | ﹤0.01% | 3095 |
|
|
2025
Q1 | $21.6K | Buy |
165
+76
| +85% | +$9.81K | ﹤0.01% | 2775 |
|
|
2024
Q4 | $12.2K | Sell |
89
-11
| -11% | -$1.51K | ﹤0.01% | 3009 |
|
|
2024
Q3 | $13.4K | Buy |
100
+9
| +10% | +$1.17K | ﹤0.01% | 2834 |
|
|
2024
Q2 | $11.3K | Sell |
91
-14
| -13% | -$1.8K | ﹤0.01% | 2768 |
|
|
2024
Q1 | $14.3K | Buy |
105
+2
| +2% | +$249 | ﹤0.01% | 2659 |
|
|
2023
Q4 | $12.3K | Buy |
103
+1
| +1% | +$113 | ﹤0.01% | 2621 |
|
|
2023
Q3 | $11.4K | Hold |
102
| – | – | ﹤0.01% | 2547 |
|
|
2023
Q2 | $12.1K | Hold |
102
| – | – | ﹤0.01% | 2509 |
|
|
2023
Q1 | $12.4K | Hold |
102
| – | – | ﹤0.01% | 2460 |
|
|
2022
Q4 | $14K | Hold |
102
| – | – | ﹤0.01% | 2413 |
|
|
2022
Q3 | $13K | Hold |
102
| – | – | ﹤0.01% | 2403 |
|
|
2022
Q2 | $14K | Sell |
102
-309
| -75% | -$43.5K | ﹤0.01% | 2368 |
|
|
2022
Q1 | $60K | Buy |
411
+156
| +61% | +$21.3K | ﹤0.01% | 1827 |
|
|
2021
Q4 | $35K | Buy |
255
+165
| +183% | +$22.7K | ﹤0.01% | 2061 |
|
|
2021
Q3 | $11K | Buy |
90
+65
| +260% | +$8.49K | ﹤0.01% | 2561 |
|
|
2021
Q2 | $3K | Buy |
+25
| New | +$3.12K | ﹤0.01% | 6757 |
|
|
2019
Q4 | – | Sell |
-46
| Closed | -$4K | – | 2580 |
|
|
2019
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 2280 |
|
|
2019
Q2 | $4K | Buy |
+46
| New | +$4.63K | ﹤0.01% | 2256 |
|
|
2018
Q4 | – | Sell |
-87
| Closed | -$10K | – | 800 |
|
|
2018
Q3 | $10K | Sell |
87
-38
| -30% | -$4.23K | ﹤0.01% | 1857 |
|
|
2018
Q2 | $13K | Buy |
125
+19
| +18% | +$2.1K | ﹤0.01% | 1638 |
|
|
2018
Q1 | $11K | Buy |
106
+12
| +13% | +$1.34K | ﹤0.01% | 1536 |
|
|
2017
Q4 | $10K | Buy |
94
+37
| +65% | +$3.88K | ﹤0.01% | 1336 |
|
|
2017
Q3 | $5K | Sell |
57
-57
| -50% | -$5.79K | ﹤0.01% | 1276 |
|
|
2017
Q2 | $11K | Buy |
114
+1
| +0.9% | +$98 | ﹤0.01% | 1013 |
|
|
2017
Q1 | $10K | Buy |
113
+53
| +88% | +$4.86K | ﹤0.01% | 929 |
|
|
2016
Q4 | $5K | Buy |
+60
| New | +$4.81K | ﹤0.01% | 650 |
|
Other funds holding AFG
VPM
VCM
AFGI4KRSP
