CAPTRUST Financial Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $187K | Buy |
25,768
+7,135
| +38% | +$53.2K | ﹤0.01% | 2703 |
|
|
2025
Q4 | $144K | Sell |
18,633
-152
| -0.8% | -$1.16K | ﹤0.01% | 2571 |
|
|
2025
Q3 | $150K | Buy |
18,785
+1,349
| +8% | +$10.1K | ﹤0.01% | 2467 |
|
|
2025
Q2 | $126K | Sell |
17,436
-1,511
| -8% | -$10.1K | ﹤0.01% | 2362 |
|
|
2025
Q1 | $125K | Buy |
+18,947
| New | +$121K | ﹤0.01% | 2219 |
|
|
2024
Q4 | – | Sell |
-15,083
| Closed | -$96.4K | – | 2295 |
|
|
2024
Q3 | $96.4K | Buy |
15,083
+2,795
| +23% | +$17.3K | ﹤0.01% | 2204 |
|
|
2024
Q2 | $75.3K | Buy |
12,288
+511
| +4% | +$3.23K | ﹤0.01% | 2127 |
|
|
2024
Q1 | $71.3K | Sell |
11,777
-13,255
| -53% | -$77.2K | ﹤0.01% | 2070 |
|
|
2023
Q4 | $144K | Sell |
25,032
-97
| -0.4% | -$504 | ﹤0.01% | 2475 |
|
|
2023
Q3 | $121K | Buy |
25,129
+10,842
| +76% | +$55.9K | ﹤0.01% | 2408 |
|
|
2023
Q2 | $72.4K | Sell |
14,287
-3,307
| -19% | -$15.2K | ﹤0.01% | 2410 |
|
|
2023
Q1 | $75.7K | Buy |
+17,594
| New | +$89K | ﹤0.01% | 2186 |
|
|
2022
Q4 | – | Sell |
-10,409
| Closed | -$41K | – | 2056 |
|
|
2022
Q3 | $41K | Buy |
10,409
+3,084
| +42% | +$13.4K | ﹤0.01% | 1994 |
|
|
2022
Q2 | $32K | Buy |
7,325
+1,856
| +34% | +$9.21K | ﹤0.01% | 3074 |
|
|
2022
Q1 | $28K | Sell |
5,469
-1,561
| -22% | -$7.89K | ﹤0.01% | 3186 |
|
|
2021
Q4 | $33K | Buy |
7,030
+5,457
| +347% | +$25.5K | ﹤0.01% | 2956 |
|
|
2021
Q3 | $8K | Sell |
1,573
-30
| -2% | -$130 | ﹤0.01% | 3716 |
|
|
2021
Q2 | $6K | Buy |
1,603
+1,052
| +191% | +$4.48K | ﹤0.01% | 3757 |
|
|
2021
Q1 | $2K | Buy |
+551
| New | +$2.31K | ﹤0.01% | 4002 |
|
|
2020
Q4 | – | Sell |
-829
| Closed | -$2K | – | 3392 |
|
|
2020
Q3 | $2K | Sell |
829
-1,080
| -57% | -$2.87K | ﹤0.01% | 2735 |
|
|
2020
Q2 | $5K | Buy |
+1,909
| New | +$4.69K | ﹤0.01% | 2378 |
|
Other funds holding AEG
AA