Focus Partners Wealth’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
80,197
+10,155
| +14% | +$73.6K | ﹤0.01% | 1356 |
|
|
2025
Q1 | $462K | Buy |
70,042
+192
| +0.3% | +$1.27K | ﹤0.01% | 1369 |
|
|
2024
Q4 | $411K | Buy |
69,850
+54,139
| +345% | +$319K | ﹤0.01% | 1394 |
|
|
2024
Q3 | $100K | Sell |
15,711
-38,547
| -71% | -$246K | ﹤0.01% | 1500 |
|
|
2024
Q2 | $343K | Buy |
54,258
+10,325
| +24% | +$65.3K | ﹤0.01% | 1031 |
|
|
2024
Q1 | $274K | Buy |
+43,933
| New | +$274K | ﹤0.01% | 862 |
|