Forum Financial Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Sell |
17,657
-1,532
| -8% | -$11.1K | ﹤0.01% | 928 |
|
|
2025
Q1 | $126K | Hold |
19,189
| – | – | ﹤0.01% | 840 |
|
|
2024
Q4 | $113K | Buy |
19,189
+5,557
| +41% | +$32.7K | ﹤0.01% | 873 |
|
|
2024
Q3 | $87.1K | Sell |
13,632
-2,387
| -15% | -$15.3K | ﹤0.01% | 753 |
|
|
2024
Q2 | $98.2K | Hold |
16,019
| – | – | ﹤0.01% | 700 |
|
|
2024
Q1 | $96.9K | Hold |
16,019
| – | – | ﹤0.01% | 730 |
|
|
2023
Q4 | $92.3K | Hold |
16,019
| – | – | ﹤0.01% | 675 |
|
|
2023
Q3 | $76.9K | Hold |
16,019
| – | – | ﹤0.01% | 624 |
|
|
2023
Q2 | $81.2K | Hold |
16,019
| – | – | ﹤0.01% | 646 |
|
|
2023
Q1 | $68.9K | Sell |
16,019
-100
| -0.6% | -$430 | ﹤0.01% | 607 |
|
|
2022
Q4 | $81.2K | Buy |
16,119
+100
| +0.6% | +$504 | ﹤0.01% | 582 |
|
|
2022
Q3 | $63K | Sell |
16,019
-91
| -0.6% | -$358 | ﹤0.01% | 528 |
|
|
2022
Q2 | $69K | Sell |
16,110
-342
| -2% | -$1.47K | ﹤0.01% | 560 |
|
|
2022
Q1 | $83K | Hold |
16,452
| – | – | ﹤0.01% | 596 |
|
|
2021
Q4 | $78K | Buy |
+16,452
| New | +$78K | ﹤0.01% | 643 |
|