Creative Planning’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
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|
2025
Q1 | $2.28M | Sell |
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|
2024
Q4 | $2.06M | Buy |
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|
2024
Q3 | $2.14M | Sell |
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|
2024
Q2 | $2.3M | Buy |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $704K | Sell |
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|
2022
Q4 | $864K | Buy |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $323K | Buy |
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|
2021
Q4 | $295K | Sell |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $306K | Sell |
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|
2020
Q4 | $268K | Buy |
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|
2020
Q3 | $155K | Buy |
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|
2020
Q2 | $84K | Sell |
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|
2020
Q1 | $91K | Buy |
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|
2019
Q4 | $50K | Sell |
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|
2019
Q3 | $61K | Buy |
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|
2019
Q2 | $69K | Sell |
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|
2019
Q1 | $65K | Buy |
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|
2018
Q4 | $59K | Buy |
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|
2018
Q3 | $80K | Buy |
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|
2018
Q2 | $65K | Sell |
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|
2018
Q1 | $75K | Sell |
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|
2017
Q4 | $71K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $127K | Buy |
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|
2017
Q1 | $85K | Buy |
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|
2016
Q4 | $71K | Buy |
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|
2016
Q3 | $42K | Buy |
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|
2016
Q2 | $27K | Sell |
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|
2016
Q1 | $38K | Hold |
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|
2015
Q4 | $39K | Sell |
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|
2015
Q3 | $41K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $73K | Buy |
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|
2014
Q4 | $52K | Sell |
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|
2014
Q3 | $82K | Sell |
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|
2014
Q2 | $97K | Sell |
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|
2014
Q1 | $108K | Sell |
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|
2013
Q4 | $131K | Buy |
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|
2013
Q3 | $93K | Buy |
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|
2013
Q2 | $5K | Buy |
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