EverSource Wealth Advisors’s Aegon AEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
14,548
+8,770
| +152% | +$63.5K | ﹤0.01% | 1171 |
|
|
2025
Q1 | $38.1K | Sell |
5,778
-18,628
| -76% | -$123K | ﹤0.01% | 1373 |
|
|
2024
Q4 | $144K | Buy |
24,406
+18,530
| +315% | +$109K | 0.01% | 792 |
|
|
2024
Q3 | $37.5K | Buy |
5,876
+183
| +3% | +$1.17K | ﹤0.01% | 1189 |
|
|
2024
Q2 | $36.7K | Buy |
5,693
+1,579
| +38% | +$10.2K | ﹤0.01% | 1243 |
|
|
2024
Q1 | $25.4K | Buy |
4,114
+2,905
| +240% | +$17.9K | ﹤0.01% | 1251 |
|
|
2023
Q4 | $6.96K | Buy |
1,209
+341
| +39% | +$1.96K | ﹤0.01% | 1721 |
|
|
2023
Q3 | $4.17K | Hold |
868
| – | – | ﹤0.01% | 1772 |
|
|
2023
Q2 | $4.4K | Sell |
868
-13,885
| -94% | -$70.4K | ﹤0.01% | 1782 |
|
|
2023
Q1 | $63.4K | Buy |
14,753
+248
| +2% | +$1.07K | 0.01% | 695 |
|
|
2022
Q4 | $73.1K | Buy |
14,505
+11,327
| +356% | +$57.1K | 0.01% | 614 |
|
|
2022
Q3 | $12K | Sell |
3,178
-12,902
| -80% | -$48.7K | ﹤0.01% | 1060 |
|
|
2022
Q2 | $68K | Buy |
16,080
+14,770
| +1,127% | +$62.5K | 0.02% | 508 |
|
|
2022
Q1 | $7K | Hold |
1,310
| – | – | ﹤0.01% | 1118 |
|
|
2021
Q4 | $6K | Buy |
+1,310
| New | +$6K | ﹤0.01% | 1157 |
|