AE Wealth Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Buy |
21,518
+1,234
| +6% | +$8.93K | ﹤0.01% | 1368 |
|
|
2025
Q1 | $134K | Hold |
20,284
| – | – | ﹤0.01% | 1373 |
|
|
2024
Q4 | $119K | Hold |
20,284
| – | – | ﹤0.01% | 1392 |
|
|
2024
Q3 | $130K | Sell |
20,284
-291
| -1% | -$1.86K | ﹤0.01% | 1201 |
|
|
2024
Q2 | $126K | Buy |
20,575
+291
| +1% | +$1.78K | ﹤0.01% | 1189 |
|
|
2024
Q1 | $123K | Sell |
20,284
-453
| -2% | -$2.74K | ﹤0.01% | 1115 |
|
|
2023
Q4 | $125K | Hold |
20,737
| – | – | ﹤0.01% | 1924 |
|
|
2023
Q3 | $99.5K | Hold |
20,737
| – | – | ﹤0.01% | 1838 |
|
|
2023
Q2 | $105K | Buy |
20,737
+62
| +0.3% | +$314 | ﹤0.01% | 1796 |
|
|
2023
Q1 | $88.9K | Hold |
20,675
| – | – | ﹤0.01% | 1796 |
|
|
2022
Q4 | $104K | Hold |
20,675
| – | – | ﹤0.01% | 1712 |
|
|
2022
Q3 | $82K | Sell |
20,675
-492
| -2% | -$1.95K | ﹤0.01% | 1664 |
|
|
2022
Q2 | $91K | Sell |
21,167
-451
| -2% | -$1.94K | ﹤0.01% | 1644 |
|
|
2022
Q1 | $109K | Hold |
21,618
| – | – | ﹤0.01% | 1606 |
|
|
2021
Q4 | $102K | Hold |
21,618
| – | – | ﹤0.01% | 1638 |
|
|
2021
Q3 | $105K | Sell |
21,618
-114
| -0.5% | -$554 | ﹤0.01% | 1550 |
|
|
2021
Q2 | $84K | Sell |
21,732
-368
| -2% | -$1.42K | ﹤0.01% | 1530 |
|
|
2021
Q1 | $96K | Buy |
22,100
+9
| +0% | +$39 | ﹤0.01% | 1434 |
|
|
2020
Q4 | $81K | Sell |
22,091
-17
| -0.1% | -$62 | ﹤0.01% | 1315 |
|
|
2020
Q3 | $52K | Buy |
22,108
+17
| +0.1% | +$40 | ﹤0.01% | 1232 |
|
|
2020
Q2 | $60K | Hold |
22,091
| – | – | ﹤0.01% | 1208 |
|
|
2020
Q1 | $51K | Buy |
+22,091
| New | +$51K | ﹤0.01% | 1061 |
|