Cerity Partners’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Buy |
129,602
+3,841
| +3% | +$27.8K | ﹤0.01% | 1541 |
|
|
2025
Q1 | $829K | Sell |
125,761
-12,834
| -9% | -$84.6K | ﹤0.01% | 1502 |
|
|
2024
Q4 | $838K | Sell |
138,595
-10,437
| -7% | -$63.1K | ﹤0.01% | 1498 |
|
|
2024
Q3 | $952K | Buy |
149,032
+49,182
| +49% | +$314K | ﹤0.01% | 1414 |
|
|
2024
Q2 | $612K | Sell |
99,850
-29,313
| -23% | -$180K | ﹤0.01% | 1450 |
|
|
2024
Q1 | $781K | Buy |
129,163
+41,747
| +48% | +$253K | ﹤0.01% | 1393 |
|
|
2023
Q4 | $504K | Buy |
87,416
+9,123
| +12% | +$52.5K | ﹤0.01% | 1266 |
|
|
2023
Q3 | $376K | Sell |
78,293
-8,200
| -9% | -$39.4K | ﹤0.01% | 1069 |
|
|
2023
Q2 | $439K | Buy |
86,493
+37,401
| +76% | +$190K | ﹤0.01% | 1237 |
|
|
2023
Q1 | $211K | Buy |
49,092
+10,633
| +28% | +$45.7K | ﹤0.01% | 1688 |
|
|
2022
Q4 | $194K | Buy |
38,459
+2,825
| +8% | +$14.2K | ﹤0.01% | 1347 |
|
|
2022
Q3 | $141K | Buy |
35,634
+431
| +1% | +$1.71K | ﹤0.01% | 1092 |
|
|
2022
Q2 | $150K | Buy |
+35,203
| New | +$150K | ﹤0.01% | 1105 |
|
|
2022
Q1 | – | Sell |
-18,502
| Closed | -$87K | – | 939 |
|
|
2021
Q4 | $87K | Buy |
+18,502
| New | +$87K | ﹤0.01% | 989 |
|