GeoWealth 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 | $77.5K | Sell |
10,700
-2,524
| -19% | -$18.3K | ﹤0.01% | 868 |
|
|
2025
Q1 | $87.1K | Buy |
13,224
+188
| +1% | +$1.24K | ﹤0.01% | 815 |
|
|
2024
Q4 | $76.8K | Buy |
13,036
+4,721
| +57% | +$27.8K | ﹤0.01% | 1037 |
|
|
2024
Q3 | $53.1K | Sell |
8,315
-3,060
| -27% | -$19.6K | ﹤0.01% | 1055 |
|
|
2024
Q2 | $69.7K | Buy |
+11,375
| New | +$69.7K | ﹤0.01% | 795 |
|