Corient Private Wealth’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
41,257
-839
| -2% | -$6.07K | ﹤0.01% | 2070 |
|
|
2025
Q1 | $277K | Sell |
42,096
-14,834
| -26% | -$97.8K | ﹤0.01% | 1892 |
|
|
2024
Q4 | $335K | Sell |
56,930
-2,558
| -4% | -$15.1K | ﹤0.01% | 1835 |
|
|
2024
Q3 | $380K | Buy |
59,488
+859
| +1% | +$5.49K | ﹤0.01% | 1869 |
|
|
2024
Q2 | $359K | Sell |
58,629
-2,614
| -4% | -$16K | ﹤0.01% | 1804 |
|
|
2024
Q1 | $371K | Sell |
61,243
-47,887
| -44% | -$290K | ﹤0.01% | 1773 |
|
|
2023
Q4 | $629K | Buy |
109,130
+16,430
| +18% | +$94.6K | ﹤0.01% | 1487 |
|
|
2023
Q3 | $445K | Sell |
92,700
-23,009
| -20% | -$110K | ﹤0.01% | 1553 |
|
|
2023
Q2 | $586K | Sell |
115,709
-6,870
| -6% | -$34.8K | ﹤0.01% | 1378 |
|
|
2023
Q1 | $527K | Sell |
122,579
-8,056
| -6% | -$34.6K | ﹤0.01% | 1352 |
|
|
2022
Q4 | $658K | Buy |
+130,635
| New | +$658K | ﹤0.01% | 1050 |
|