Bell Investment Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8K | Hold |
3,565
| – | – | ﹤0.01% | 358 |
|
|
2025
Q1 | $23.5K | Hold |
3,565
| – | – | ﹤0.01% | 346 |
|
|
2024
Q4 | $21K | Sell |
3,565
-425
| -11% | -$2.5K | ﹤0.01% | 374 |
|
|
2024
Q3 | $25.5K | Hold |
3,990
| – | – | ﹤0.01% | 343 |
|
|
2024
Q2 | $24.5K | Sell |
3,990
-311
| -7% | -$1.91K | ﹤0.01% | 352 |
|
|
2024
Q1 | $26K | Hold |
4,301
| – | – | 0.01% | 325 |
|
|
2023
Q4 | $24.8K | Buy |
4,301
+3,535
| +461% | +$20.4K | 0.01% | 307 |
|
|
2023
Q3 | $3.68K | Sell |
766
-149
| -16% | -$715 | ﹤0.01% | 969 |
|
|
2023
Q2 | $4.64K | Hold |
915
| – | – | ﹤0.01% | 858 |
|
|
2023
Q1 | $3.94K | Buy |
915
+149
| +19% | +$641 | ﹤0.01% | 894 |
|
|
2022
Q4 | $3.86K | Hold |
766
| – | – | ﹤0.01% | 941 |
|
|
2022
Q3 | $3K | Buy |
766
+276
| +56% | +$1.08K | ﹤0.01% | 861 |
|
|
2022
Q2 | $2K | Buy |
+490
| New | +$2K | ﹤0.01% | 1073 |
|
|
2021
Q4 | $4K | Buy |
856
+188
| +28% | +$879 | ﹤0.01% | 826 |
|
|
2021
Q3 | $3K | Buy |
+668
| New | +$3K | ﹤0.01% | 868 |
|