West Oak Capital’s F&G Annuities & Life FG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,393
| Closed | -$863 | – | 306 |
|
|
2025
Q1 | $863 | Hold |
2,393
| – | – | 0.03% | 155 |
|
|
2024
Q4 | $992K | Hold |
2,393
| – | – | 0.04% | 144 |
|
|
2024
Q3 | $1.07K | Hold |
2,393
| – | – | 0.02% | 145 |
|
|
2024
Q2 | $91.1K | Hold |
2,393
| – | – | 0.04% | 155 |
|
|
2024
Q1 | $97K | Hold |
2,393
| – | – | 0.04% | 152 |
|
|
2023
Q4 | $101K | Hold |
2,393
| – | – | 0.05% | 151 |
|
|
2023
Q3 | $67K | Hold |
2,393
| – | – | 0.03% | 164 |
|
|
2023
Q2 | $59.3K | Hold |
2,393
| – | – | 0.03% | 171 |
|
|
2023
Q1 | $43.4K | Hold |
2,393
| – | – | 0.02% | 177 |
|
|
2022
Q4 | $48K | Buy |
+2,393
| New | +$48K | 0.03% | 165 |
|