Adero Partners’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $107K | Buy |
16,237
+265
| +2% | +$1.75K | 0.01% | 246 |
|
|
2024
Q4 | $94.1K | Buy |
15,972
+565
| +4% | +$3.33K | 0.01% | 249 |
|
|
2024
Q3 | $98.5K | Buy |
15,407
+486
| +3% | +$3.11K | 0.01% | 233 |
|
|
2024
Q2 | $91.5K | Buy |
14,921
+46
| +0.3% | +$282 | 0.01% | 210 |
|
|
2024
Q1 | $90K | Sell |
14,875
-267
| -2% | -$1.62K | 0.01% | 195 |
|
|
2023
Q4 | $87.2K | Buy |
15,142
+93
| +0.6% | +$536 | 0.01% | 186 |
|
|
2023
Q3 | $72.2K | Buy |
15,049
+85
| +0.6% | +$408 | 0.01% | 176 |
|
|
2023
Q2 | $75.9K | Buy |
14,964
+16
| +0.1% | +$81 | 0.01% | 162 |
|
|
2023
Q1 | $64.3K | Buy |
14,948
+12
| +0.1% | +$52 | 0.01% | 158 |
|
|
2022
Q4 | $75.3K | Buy |
14,936
+14
| +0.1% | +$71 | 0.01% | 159 |
|
|
2022
Q3 | $64K | Sell |
14,922
-3,395
| -19% | -$14.6K | 0.01% | 154 |
|
|
2022
Q2 | $73K | Buy |
18,317
+973
| +6% | +$3.88K | 0.01% | 148 |
|
|
2022
Q1 | $88K | Buy |
17,344
+1,222
| +8% | +$6.2K | 0.01% | 155 |
|
|
2021
Q4 | $76K | Sell |
16,122
-4,731
| -23% | -$22.3K | 0.01% | 153 |
|
|
2021
Q3 | $102K | Buy |
20,853
+4,421
| +27% | +$21.6K | 0.02% | 143 |
|
|
2021
Q2 | $64K | Sell |
16,432
-279
| -2% | -$1.09K | 0.01% | 134 |
|
|
2021
Q1 | $73K | Hold |
16,711
| – | – | 0.03% | 115 |
|
|
2020
Q4 | $61K | Sell |
16,711
-15,254
| -48% | -$55.7K | 0.05% | 80 |
|
|
2020
Q3 | $76K | Buy |
31,965
+20,533
| +180% | +$48.8K | 0.06% | 84 |
|
|
2020
Q2 | $31K | Buy |
+11,432
| New | +$31K | 0.03% | 70 |
|
|
2020
Q1 | – | Sell |
-11,339
| Closed | -$47K | – | 70 |
|
|
2019
Q4 | $47K | Buy |
+11,339
| New | +$47K | 0.05% | 75 |
|