Veritable’s American Financial Group AFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,939
| Closed | -$230K | – | 21 |
|
2023
Q2 | $230K | Sell |
1,939
-393
| -17% | -$46.7K | ﹤0.01% | 793 |
|
2023
Q1 | $283K | Sell |
2,332
-283
| -11% | -$34.4K | ﹤0.01% | 705 |
|
2022
Q4 | $359K | Buy |
2,615
+359
| +16% | +$49.3K | 0.01% | 614 |
|
2022
Q3 | $277K | Sell |
2,256
-76
| -3% | -$9.33K | 0.01% | 651 |
|
2022
Q2 | $324K | Buy |
2,332
+132
| +6% | +$18.3K | 0.01% | 650 |
|
2022
Q1 | $320K | Buy |
2,200
+64
| +3% | +$9.31K | ﹤0.01% | 695 |
|
2021
Q4 | $293K | Buy |
2,136
+14
| +0.7% | +$1.92K | ﹤0.01% | 721 |
|
2021
Q3 | $267K | Hold |
2,122
| – | – | ﹤0.01% | 732 |
|
2021
Q2 | $265K | Buy |
2,122
+14
| +0.7% | +$1.75K | ﹤0.01% | 725 |
|
2021
Q1 | $241K | Buy |
+2,108
| New | +$241K | ﹤0.01% | 725 |
|
2020
Q1 | – | Sell |
-2,297
| Closed | -$252K | – | 721 |
|
2019
Q4 | $252K | Hold |
2,297
| – | – | ﹤0.01% | 720 |
|
2019
Q3 | $248K | Buy |
2,297
+74
| +3% | +$7.99K | ﹤0.01% | 698 |
|
2019
Q2 | $228K | Sell |
2,223
-5
| -0.2% | -$513 | ﹤0.01% | 732 |
|
2019
Q1 | $214K | Buy |
2,228
+5
| +0.2% | +$480 | ﹤0.01% | 736 |
|
2018
Q4 | $201K | Buy |
2,223
+132
| +6% | +$11.9K | ﹤0.01% | 727 |
|
2018
Q3 | $232K | Hold |
2,091
| – | – | ﹤0.01% | 721 |
|
2018
Q2 | $224K | Hold |
2,091
| – | – | ﹤0.01% | 720 |
|
2018
Q1 | $235K | Sell |
2,091
-196
| -9% | -$22K | 0.01% | 695 |
|
2017
Q4 | $248K | Buy |
+2,287
| New | +$248K | 0.01% | 686 |
|