Creative Planning’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
401,101
+55,028
| +16% | +$398K | ﹤0.01% | 1052 |
|
|
2025
Q1 | $2.28M | Sell |
346,073
-3,061
| -0.9% | -$20.2K | ﹤0.01% | 1092 |
|
|
2024
Q4 | $2.06M | Buy |
349,134
+13,799
| +4% | +$81.3K | ﹤0.01% | 1116 |
|
|
2024
Q3 | $2.14M | Sell |
335,335
-39,928
| -11% | -$255K | ﹤0.01% | 1025 |
|
|
2024
Q2 | $2.3M | Buy |
375,263
+69,405
| +23% | +$425K | ﹤0.01% | 927 |
|
|
2024
Q1 | $1.85M | Buy |
305,858
+48,634
| +19% | +$294K | ﹤0.01% | 993 |
|
|
2023
Q4 | $1.48M | Buy |
257,224
+25,702
| +11% | +$148K | ﹤0.01% | 1043 |
|
|
2023
Q3 | $1.11M | Buy |
231,522
+5,158
| +2% | +$24.8K | ﹤0.01% | 1114 |
|
|
2023
Q2 | $1.15M | Buy |
226,364
+62,534
| +38% | +$317K | ﹤0.01% | 1064 |
|
|
2023
Q1 | $704K | Sell |
163,830
-7,533
| -4% | -$32.4K | ﹤0.01% | 1271 |
|
|
2022
Q4 | $864K | Buy |
171,363
+82,092
| +92% | +$414K | ﹤0.01% | 1106 |
|
|
2022
Q3 | $354K | Buy |
89,271
+19,753
| +28% | +$78.3K | ﹤0.01% | 1531 |
|
|
2022
Q2 | $297K | Buy |
69,518
+5,738
| +9% | +$24.5K | ﹤0.01% | 1607 |
|
|
2022
Q1 | $323K | Buy |
63,780
+1,442
| +2% | +$7.3K | ﹤0.01% | 1583 |
|
|
2021
Q4 | $295K | Sell |
62,338
-3,503
| -5% | -$16.6K | ﹤0.01% | 1630 |
|
|
2021
Q3 | $321K | Buy |
65,841
+6,434
| +11% | +$31.4K | ﹤0.01% | 1544 |
|
|
2021
Q2 | $230K | Sell |
59,407
-10,654
| -15% | -$41.2K | ﹤0.01% | 1715 |
|
|
2021
Q1 | $306K | Sell |
70,061
-3,534
| -5% | -$15.4K | ﹤0.01% | 1760 |
|
|
2020
Q4 | $268K | Buy |
73,595
+7,925
| +12% | +$28.9K | ﹤0.01% | 1663 |
|
|
2020
Q3 | $155K | Buy |
65,670
+34,726
| +112% | +$82K | ﹤0.01% | 1713 |
|
|
2020
Q2 | $84K | Sell |
30,944
-8,595
| -22% | -$23.3K | ﹤0.01% | 1664 |
|
|
2020
Q1 | $91K | Buy |
39,539
+27,593
| +231% | +$63.5K | ﹤0.01% | 1530 |
|
|
2019
Q4 | $50K | Sell |
11,946
-4,106
| -26% | -$17.2K | ﹤0.01% | 1796 |
|
|
2019
Q3 | $61K | Buy |
16,052
+316
| +2% | +$1.2K | ﹤0.01% | 1753 |
|
|
2019
Q2 | $69K | Sell |
15,736
-18
| -0.1% | -$79 | ﹤0.01% | 1765 |
|
|
2019
Q1 | $65K | Buy |
15,754
+939
| +6% | +$3.87K | ﹤0.01% | 1731 |
|
|
2018
Q4 | $59K | Buy |
14,815
+236
| +2% | +$940 | ﹤0.01% | 1672 |
|
|
2018
Q3 | $80K | Buy |
14,579
+1,384
| +10% | +$7.59K | ﹤0.01% | 1798 |
|
|
2018
Q2 | $65K | Sell |
13,195
-337
| -2% | -$1.66K | ﹤0.01% | 1799 |
|
|
2018
Q1 | $75K | Sell |
13,532
-363
| -3% | -$2.01K | ﹤0.01% | 1762 |
|
|
2017
Q4 | $71K | Buy |
+13,895
| New | +$71K | ﹤0.01% | 1756 |
|
|
2017
Q3 | – | Sell |
-31,343
| Closed | -$127K | – | 1878 |
|
|
2017
Q2 | $127K | Buy |
31,343
+9,794
| +45% | +$39.7K | ﹤0.01% | 1799 |
|
|
2017
Q1 | $85K | Buy |
21,549
+4,812
| +29% | +$19K | ﹤0.01% | 2046 |
|
|
2016
Q4 | $71K | Buy |
16,737
+2,755
| +20% | +$11.7K | ﹤0.01% | 2085 |
|
|
2016
Q3 | $42K | Buy |
13,982
+4,750
| +51% | +$14.3K | ﹤0.01% | 2475 |
|
|
2016
Q2 | $27K | Sell |
9,232
-387
| -4% | -$1.13K | ﹤0.01% | 2537 |
|
|
2016
Q1 | $38K | Hold |
9,619
| – | – | ﹤0.01% | 2267 |
|
|
2015
Q4 | $39K | Sell |
9,619
-263
| -3% | -$1.07K | ﹤0.01% | 2291 |
|
|
2015
Q3 | $41K | Buy |
+9,882
| New | +$41K | ﹤0.01% | 2159 |
|
|
2015
Q2 | – | Sell |
-13,349
| Closed | -$73K | – | 1091 |
|
|
2015
Q1 | $73K | Buy |
13,349
+3,272
| +32% | +$17.9K | ﹤0.01% | 1743 |
|
|
2014
Q4 | $52K | Sell |
10,077
-4,302
| -30% | -$22.2K | ﹤0.01% | 1961 |
|
|
2014
Q3 | $82K | Sell |
14,379
-1,856
| -11% | -$10.6K | ﹤0.01% | 1589 |
|
|
2014
Q2 | $97K | Sell |
16,235
-1,072
| -6% | -$6.41K | ﹤0.01% | 1433 |
|
|
2014
Q1 | $108K | Sell |
17,307
-3,030
| -15% | -$18.9K | ﹤0.01% | 1355 |
|
|
2013
Q4 | $131K | Buy |
20,337
+1,894
| +10% | +$12.2K | ﹤0.01% | 1051 |
|
|
2013
Q3 | $93K | Buy |
18,443
+17,326
| +1,551% | +$87.4K | ﹤0.01% | 1157 |
|
|
2013
Q2 | $5K | Buy |
+1,117
| New | +$5K | ﹤0.01% | 2522 |
|