Wealthquest’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 | $43.3M | Hold |
343,360
| – | – | 3.42% | 9 |
|
|
2025
Q1 | $45.1M | Hold |
343,360
| – | – | 3.76% | 8 |
|
|
2024
Q4 | $47M | Hold |
343,360
| – | – | 3.83% | 8 |
|
|
2024
Q3 | $46.5M | Hold |
343,360
| – | – | 4.09% | 8 |
|
|
2024
Q2 | $42.2M | Hold |
343,360
| – | – | 4.5% | 5 |
|
|
2024
Q1 | $46.9M | Hold |
343,360
| – | – | 5.02% | 5 |
|
|
2023
Q4 | $40.8M | Hold |
343,360
| – | – | 4.52% | 6 |
|
|
2023
Q3 | $38.3M | Hold |
343,360
| – | – | 4.71% | 6 |
|
|
2023
Q2 | $40.8M | Sell |
343,360
-73
| -0% | -$8.67K | 4.87% | 6 |
|
|
2023
Q1 | $41.7M | Buy |
343,433
+98
| +0% | +$11.9K | 5.41% | 5 |
|
|
2022
Q4 | $47.1M | Sell |
343,335
-20
| -0% | -$2.75K | 6.06% | 5 |
|
|
2022
Q3 | $42.2M | Hold |
343,355
| – | – | 5.9% | 6 |
|
|
2022
Q2 | $47.7M | Hold |
343,355
| – | – | 7.19% | 4 |
|
|
2022
Q1 | $47.1M | Hold |
343,355
| – | – | 7.23% | 2 |
|
|
2021
Q4 | $47.1M | Hold |
343,355
| – | – | 7.23% | 2 |
|
|
2021
Q3 | $43.2M | Hold |
343,355
| – | – | 7.29% | 2 |
|
|
2021
Q2 | $42.8M | Hold |
343,355
| – | – | 7.32% | 2 |
|
|
2021
Q1 | $39.2M | Hold |
343,355
| – | – | 7.32% | 2 |
|
|
2020
Q4 | $30.1M | Sell |
343,355
-10
| -0% | -$876 | 6.44% | 3 |
|
|
2020
Q3 | $23M | Hold |
343,365
| – | – | 5.7% | 5 |
|
|
2020
Q2 | $21.8M | Buy |
+343,365
| New | +$21.8M | 5.54% | 4 |
|
|
2019
Q4 | $37.6M | Hold |
343,365
| – | – | 10.78% | 1 |
|
|
2019
Q3 | $37M | Hold |
343,365
| – | – | 12.38% | 1 |
|
|
2019
Q2 | $35.2M | Sell |
343,365
-49,797
| -13% | -$5.1M | 13.29% | 1 |
|
|
2019
Q1 | $37.8M | Sell |
393,162
-203
| -0.1% | -$19.5K | 14.29% | 1 |
|
|
2018
Q4 | $35.6M | Buy |
+393,365
| New | +$35.6M | 14.59% | 1 |
|