Clearstead Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
45,710
-77
| -0.2% | -$557 | ﹤0.01% | 728 |
|
|
2025
Q1 | $302K | Buy |
45,787
+77
| +0.2% | +$507 | ﹤0.01% | 706 |
|
|
2024
Q4 | $269K | Hold |
45,710
| – | – | ﹤0.01% | 761 |
|
|
2024
Q3 | $292K | Hold |
45,710
| – | – | ﹤0.01% | 732 |
|
|
2024
Q2 | $280K | Buy |
+45,710
| New | +$280K | ﹤0.01% | 707 |
|
|
2023
Q4 | – | Sell |
-628
| Closed | -$3.02K | – | 1515 |
|
|
2023
Q3 | $3.02K | Buy |
+628
| New | +$3.02K | ﹤0.01% | 1340 |
|
|
2022
Q3 | – | Sell |
-643
| Closed | -$3K | – | 1236 |
|
|
2022
Q2 | $3K | Sell |
643
-14
| -2% | -$65 | ﹤0.01% | 1044 |
|
|
2022
Q1 | $3K | Hold |
657
| – | – | ﹤0.01% | 1128 |
|
|
2021
Q4 | $3K | Hold |
657
| – | – | ﹤0.01% | 1043 |
|
|
2021
Q3 | $3K | Sell |
657
-12
| -2% | -$55 | ﹤0.01% | 1066 |
|
|
2021
Q2 | $3K | Sell |
669
-12
| -2% | -$54 | ﹤0.01% | 943 |
|
|
2021
Q1 | $3K | Hold |
681
| – | – | ﹤0.01% | 909 |
|
|
2020
Q4 | $2K | Hold |
681
| – | – | ﹤0.01% | 873 |
|
|
2020
Q3 | $2K | Hold |
681
| – | – | ﹤0.01% | 805 |
|
|
2020
Q2 | $2K | Hold |
681
| – | – | ﹤0.01% | 732 |
|
|
2020
Q1 | $2K | Buy |
+681
| New | +$2K | ﹤0.01% | 712 |
|