Alliance Wealth Advisors (Utah)’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.3K | Buy |
12,061
+134
| +1% | +$970 | 0.02% | 269 |
|
|
2025
Q1 | $78.6K | Buy |
11,927
+415
| +4% | +$2.74K | 0.02% | 254 |
|
|
2024
Q4 | $67.8K | Buy |
+11,512
| New | +$67.8K | 0.02% | 256 |
|
|
2023
Q2 | – | Sell |
-11,205
| Closed | -$48.2K | – | 222 |
|
|
2023
Q1 | $48.2K | Buy |
11,205
+890
| +9% | +$3.83K | 0.02% | 221 |
|
|
2022
Q4 | $52K | Buy |
+10,315
| New | +$52K | 0.02% | 214 |
|