Cary Street Partners Investment Advisory’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55K | Buy |
905
+280
| +45% | +$2.03K | ﹤0.01% | 534 |
|
|
2025
Q1 | $4.12K | Buy |
625
+524
| +519% | +$3.45K | ﹤0.01% | 518 |
|
|
2024
Q4 | $595 | Sell |
101
-34,699
| -100% | -$204K | ﹤0.01% | 501 |
|
|
2024
Q3 | $222K | Buy |
34,800
+308
| +0.9% | +$1.97K | 0.01% | 702 |
|
|
2024
Q2 | $211K | Buy |
34,492
+107
| +0.3% | +$656 | 0.01% | 699 |
|
|
2024
Q1 | $208K | Sell |
34,385
-512
| -1% | -$3.1K | 0.01% | 668 |
|
|
2023
Q4 | $201K | Sell |
34,897
-4,855
| -12% | -$28K | 0.01% | 624 |
|
|
2023
Q3 | $191K | Hold |
39,752
| – | – | 0.01% | 567 |
|
|
2023
Q2 | $202K | Hold |
39,752
| – | – | 0.01% | 507 |
|
|
2023
Q1 | $171K | Hold |
39,752
| – | – | 0.01% | 500 |
|
|
2022
Q4 | $200K | Sell |
39,752
-714
| -2% | -$3.6K | 0.01% | 470 |
|
|
2022
Q3 | $160K | Buy |
40,466
+1,377
| +4% | +$5.45K | 0.01% | 467 |
|
|
2022
Q2 | $167K | Buy |
+39,089
| New | +$167K | 0.01% | 445 |
|