EverSource Wealth Advisors’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 | $105K | Buy |
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|
2025
Q1 | $38.1K | Sell |
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|
2024
Q4 | $144K | Buy |
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|
2024
Q3 | $37.5K | Buy |
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|
2024
Q2 | $36.7K | Buy |
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|
2024
Q1 | $25.4K | Buy |
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|
2023
Q4 | $6.96K | Buy |
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|
2023
Q3 | $4.17K | Hold |
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|
2023
Q2 | $4.4K | Sell |
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|
2023
Q1 | $63.4K | Buy |
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|
2022
Q4 | $73.1K | Buy |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $68K | Buy |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $6K | Buy |
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