Wealth Dimensions Group’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	$210K	Sell	1,641 -408	-20%	-$53K	0.04%	165
2025 Q4	$280K	Sell	2,049 -183	-8%	-$25.1K	0.06%	136
2025 Q3	$325K	Hold	2,232	–	–	0.07%	129
2025 Q2	$282K	Hold	2,232	–	–	0.06%	135
2025 Q1	$293K	Hold	2,232	–	–	0.07%	129
2024 Q4	$306K	Hold	2,232	–	–	0.07%	119
2024 Q3	$300K	Hold	2,232	–	–	0.08%	116
2024 Q2	$275K	Hold	2,232	–	–	0.08%	115
2024 Q1	$305K	Hold	2,232	–	–	0.09%	111
2023 Q4	$265K	Hold	2,232	–	–	0.08%	115
2023 Q3	$249K	Hold	2,232	–	–	0.09%	114
2023 Q2	$265K	Hold	2,232	–	–	0.1%	114
2023 Q1	$271K	Hold	2,232	–	–	0.1%	107
2022 Q4	$306K	Hold	2,232	–	–	0.13%	103
2022 Q3	$274K	Hold	2,232	–	–	0.14%	99
2022 Q2	$310K	Hold	2,232	–	–	0.15%	93
2022 Q1	$325K	Sell	2,232 -190	-8%	-$25.9K	0.15%	100
2021 Q4	$333K	Hold	2,422	–	–	0.16%	96
2021 Q3	$305K	Hold	2,422	–	–	0.2%	100
2021 Q2	$302K	Hold	2,422	–	–	0.2%	91
2021 Q1	$276K	Hold	2,422	–	–	0.21%	90
2020 Q4	$212K	Buy	+2,422	New	+$199K	0.18%	102