Contravisory Investment Management’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	–	Sell	-40,064	Closed	-$309K	–	370
2025 Q4	$309K	Buy	40,064 +409	+1%	+$3.13K	0.06%	188
2025 Q3	$317K	Buy	39,655 +2,322	+6%	+$17.3K	0.06%	198
2025 Q2	$270K	Buy	37,333 +2,234	+6%	+$14.9K	0.05%	207
2025 Q1	$231K	Buy	35,099 +1,269	+4%	+$8.11K	0.05%	229
2024 Q4	$199K	Buy	33,830 +27	+0.1%	+$169	0.04%	222
2024 Q3	$216K	Buy	+33,803	New	+$209K	0.05%	211
2023 Q2	–	Sell	-21,250	Closed	-$91.4K	–	295
2023 Q1	$91.4K	Buy	21,250 +1,800	+9%	+$9.11K	0.03%	222
2022 Q4	$98K	Sell	19,450 -61	-0.3%	-$283	0.03%	221
2022 Q3	$77K	Sell	19,511 -465	-2%	-$2.02K	0.03%	221
2022 Q2	$85K	Sell	19,976 -681	-3%	-$3.38K	0.03%	223
2022 Q1	$105K	Buy	+20,657	New	+$104K	0.03%	220