Clearstead Trust’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-628
| Closed | -$4.14K | – | 1491 |
|
|
2025
Q1 | $4.14K | Hold |
628
| – | – | ﹤0.01% | 643 |
|
|
2024
Q4 | $3.7K | Hold |
628
| – | – | ﹤0.01% | 401 |
|
|
2024
Q3 | $4.01K | Hold |
628
| – | – | ﹤0.01% | 380 |
|
|
2024
Q2 | $3.85K | Hold |
628
| – | – | ﹤0.01% | 394 |
|
|
2024
Q1 | $3.8K | Hold |
628
| – | – | ﹤0.01% | 387 |
|
|
2023
Q4 | $3.62K | Hold |
628
| – | – | ﹤0.01% | 374 |
|
|
2023
Q3 | $3.02K | Hold |
628
| – | – | ﹤0.01% | 403 |
|
|
2023
Q2 | $3.18K | Hold |
628
| – | – | ﹤0.01% | 348 |
|
|
2023
Q1 | $2.7K | Hold |
628
| – | – | ﹤0.01% | 337 |
|
|
2022
Q4 | $3K | Hold |
628
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $2K | Buy |
+628
| New | +$2K | ﹤0.01% | 344 |
|