Capital Asset Advisory Services’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.5K | Hold |
10,807
| – | – | ﹤0.01% | 270 |
|
|
2025
Q1 | $72.2K | Sell |
10,807
-120
| -1% | -$802 | ﹤0.01% | 281 |
|
|
2024
Q4 | $64.9K | Buy |
10,927
+185
| +2% | +$1.1K | ﹤0.01% | 308 |
|
|
2024
Q3 | $66.8K | Buy |
10,742
+14
| +0.1% | +$87 | ﹤0.01% | 316 |
|
|
2024
Q2 | $67.1K | Buy |
+10,728
| New | +$67.1K | ﹤0.01% | 313 |
|
|
2024
Q1 | – | Sell |
-10,236
| Closed | -$59K | – | 315 |
|
|
2023
Q4 | $59K | Sell |
10,236
-1,889
| -16% | -$10.9K | ﹤0.01% | 304 |
|
|
2023
Q3 | $59.5K | Buy |
12,125
+1,529
| +14% | +$7.51K | ﹤0.01% | 310 |
|
|
2023
Q2 | $55.5K | Sell |
10,596
-1,636
| -13% | -$8.57K | ﹤0.01% | 332 |
|
|
2023
Q1 | $52.6K | Sell |
12,232
-6,150
| -33% | -$26.4K | ﹤0.01% | 350 |
|
|
2022
Q4 | $101K | Buy |
+18,382
| New | +$101K | 0.01% | 362 |
|
|
2022
Q3 | – | Sell |
-60,387
| Closed | -$264K | – | 456 |
|
|
2022
Q2 | $264K | Buy |
+60,387
| New | +$264K | 0.03% | 332 |
|