Financial Gravity Asset Management’s Aegon AEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15	Hold	2	–	–	﹤0.01%	919
2025 Q4	$15	Buy	+2	New	+$15	﹤0.01%	741
2024 Q2	–	Sell	-135	Closed	-$818	–	1426
2024 Q1	$818	Buy	+135	New	+$786	﹤0.01%	1277
2023 Q3	–	Sell	-5	Closed	-$684	–	1239
2023 Q2	$684	Buy	+5	New	+$23	﹤0.01%	925
2023 Q1	–	Sell	-5	Closed	-$1.2K	–	1125
2022 Q4	$1.2K	Buy	+5	New	+$23	0.01%	633
2020 Q2	–	Sell	-12	Closed	-$26	–	32
2020 Q1	$26	Sell	12 -10	-45%	-$33	﹤0.01%	1002
2019 Q4	$5K	Sell	22 -1	-4%	-$4	﹤0.01%	1262
2019 Q3	$0	Hold	23	–	–	﹤0.01%	1179
2019 Q2	$0	Hold	23	–	–	﹤0.01%	1209
2019 Q1	$0	Buy	+23	New	+$100	﹤0.01%	1308
2018 Q3	$0	Sell	40 -4	-9%	-$21	﹤0.01%	1366
2018 Q2	$0	Sell	44 -1	-2%	-$6	﹤0.01%	1391
2018 Q1	$0	Buy	+45	New	+$248	﹤0.01%	1381