Caldwell Trust’s Aegon AEG Stock Holding History

Caldwell Trust’s Portfolio AEG Stock Details AEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.4K	Hold	469
2025 Q1	$3.09K	Hold	469
2024 Q4	$2.76K	Hold	469
2024 Q3	$3K	Hold	469
2024 Q2	$2.88K	Hold	469
2024 Q1	$2.84K	Buy	+469
2022 Q3	–	Sell	-16,878
2022 Q2	$72.2K	Buy	+16,878