Atria Wealth Solutions’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,437
| Closed | -$194K | – | 1467 |
|
|
2025
Q1 | $194K | Hold |
29,437
| – | – | ﹤0.01% | 1720 |
|
|
2024
Q4 | $173K | Hold |
29,437
| – | – | ﹤0.01% | 1827 |
|
|
2024
Q3 | $188K | Hold |
29,437
| – | – | ﹤0.01% | 1787 |
|
|
2024
Q2 | $186K | Sell |
29,437
-78
| -0.3% | -$492 | ﹤0.01% | 1773 |
|
|
2024
Q1 | $179K | Sell |
29,515
-506
| -2% | -$3.06K | ﹤0.01% | 1828 |
|
|
2023
Q4 | $173K | Buy |
+30,021
| New | +$173K | ﹤0.01% | 1792 |
|
|
2023
Q3 | – | Sell |
-29,507
| Closed | -$150K | – | 1847 |
|
|
2023
Q2 | $150K | Sell |
29,507
-324
| -1% | -$1.64K | ﹤0.01% | 1741 |
|
|
2023
Q1 | $128K | Hold |
29,831
| – | – | ﹤0.01% | 1724 |
|
|
2022
Q4 | $150K | Hold |
29,831
| – | – | ﹤0.01% | 1649 |
|
|
2022
Q3 | $118K | Sell |
29,831
-698
| -2% | -$2.76K | ﹤0.01% | 1613 |
|
|
2022
Q2 | $133K | Buy |
+30,529
| New | +$133K | ﹤0.01% | 1476 |
|