Buckingham Strategic Wealth’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $74.4K | Hold |
12,143
| – | – | ﹤0.01% | 746 |
|
|
2024
Q1 | $73.5K | Hold |
12,143
| – | – | ﹤0.01% | 736 |
|
|
2023
Q4 | $69.9K | Buy |
12,143
+314
| +3% | +$1.81K | ﹤0.01% | 707 |
|
|
2023
Q3 | $56.8K | Buy |
11,829
+2
| +0% | +$10 | ﹤0.01% | 673 |
|
|
2023
Q2 | $60K | Buy |
11,827
+692
| +6% | +$3.51K | ﹤0.01% | 678 |
|
|
2023
Q1 | $56.1K | Hold |
11,135
| – | – | ﹤0.01% | 595 |
|
|
2022
Q4 | $56.1K | Sell |
11,135
-606
| -5% | -$3.05K | ﹤0.01% | 597 |
|
|
2022
Q3 | $46K | Sell |
11,741
-382
| -3% | -$1.5K | ﹤0.01% | 586 |
|
|
2022
Q2 | $52K | Buy |
+12,123
| New | +$52K | ﹤0.01% | 586 |
|
|
2022
Q1 | – | Sell |
-13,525
| Closed | -$64K | – | 599 |
|
|
2021
Q4 | $64K | Buy |
13,525
+94
| +0.7% | +$445 | ﹤0.01% | 585 |
|
|
2021
Q3 | $65K | Buy |
13,431
+1,121
| +9% | +$5.43K | ﹤0.01% | 581 |
|
|
2021
Q2 | $48K | Sell |
12,310
-5,609
| -31% | -$21.9K | ﹤0.01% | 582 |
|
|
2021
Q1 | $78K | Buy |
17,919
+4,805
| +37% | +$20.9K | ﹤0.01% | 537 |
|
|
2020
Q4 | $48K | Buy |
+13,114
| New | +$48K | ﹤0.01% | 526 |
|
|
2020
Q3 | – | Sell |
-26,280
| Closed | -$71K | – | 477 |
|
|
2020
Q2 | $71K | Buy |
+26,280
| New | +$71K | 0.01% | 397 |
|
|
2020
Q1 | – | Sell |
-16,737
| Closed | -$70K | – | 458 |
|
|
2019
Q4 | $70K | Sell |
16,737
-755
| -4% | -$3.16K | 0.01% | 455 |
|
|
2019
Q3 | $67K | Buy |
+17,492
| New | +$67K | 0.01% | 422 |
|
|
2018
Q2 | – | Sell |
-26,145
| Closed | -$144K | – | 359 |
|
|
2018
Q1 | $144K | Hold |
26,145
| – | – | 0.03% | 301 |
|
|
2017
Q4 | $134K | Buy |
26,145
+342
| +1% | +$1.75K | 0.03% | 308 |
|
|
2017
Q3 | $121K | Sell |
25,803
-717
| -3% | -$3.36K | 0.03% | 280 |
|
|
2017
Q2 | $107K | Sell |
26,520
-747
| -3% | -$3.01K | 0.03% | 290 |
|
|
2017
Q1 | $108K | Buy |
27,267
+758
| +3% | +$3K | 0.03% | 252 |
|
|
2016
Q4 | $113K | Hold |
26,509
| – | – | 0.04% | 225 |
|
|
2016
Q3 | $79K | Sell |
26,509
-10,699
| -29% | -$31.9K | 0.03% | 223 |
|
|
2016
Q2 | $111K | Buy |
37,208
+1,797
| +5% | +$5.36K | 0.04% | 232 |
|
|
2016
Q1 | $140K | Buy |
+35,411
| New | +$140K | 0.05% | 223 |
|
|
2015
Q4 | – | Sell |
-26,476
| Closed | -$109K | – | 212 |
|
|
2015
Q3 | $109K | Buy |
26,476
+7,216
| +37% | +$29.7K | 0.04% | 203 |
|
|
2015
Q2 | $100K | Buy |
19,260
+1,757
| +10% | +$9.12K | 0.03% | 219 |
|
|
2015
Q1 | $96K | Buy |
17,503
+2,222
| +15% | +$12.2K | 0.04% | 211 |
|
|
2014
Q4 | $79K | Hold |
15,281
| – | – | 0.03% | 197 |
|
|
2014
Q3 | $87K | Sell |
15,281
-92
| -0.6% | -$524 | 0.04% | 178 |
|
|
2014
Q2 | $92K | Hold |
15,373
| – | – | 0.04% | 167 |
|
|
2014
Q1 | $96K | Hold |
15,373
| – | – | 0.04% | 149 |
|
|
2013
Q4 | $99K | Sell |
15,373
-6,415
| -29% | -$41.3K | 0.05% | 153 |
|
|
2013
Q3 | $109K | Sell |
21,788
-1,859
| -8% | -$9.3K | 0.06% | 134 |
|
|
2013
Q2 | $109K | Buy |
+23,647
| New | +$109K | 0.06% | 124 |
|