Global Retirement Partners’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.33K | Buy |
+1,288
| New | +$9.33K | ﹤0.01% | 2635 |
|
|
2024
Q4 | $6.22K | Buy |
1,056
+885
| +518% | +$5.21K | ﹤0.01% | 2586 |
|
|
2024
Q3 | $1.09K | Hold |
171
| – | – | ﹤0.01% | 3117 |
|
|
2024
Q2 | $1.05K | Hold |
171
| – | – | ﹤0.01% | 3148 |
|
|
2024
Q1 | $1.04K | Hold |
171
| – | – | ﹤0.01% | 2972 |
|
|
2023
Q4 | $990 | Hold |
171
| – | – | ﹤0.01% | 2904 |
|
|
2023
Q3 | $804 | Sell |
171
-689
| -80% | -$3.24K | ﹤0.01% | 2824 |
|
|
2023
Q2 | $4.36K | Hold |
860
| – | – | ﹤0.01% | 2254 |
|
|
2023
Q1 | $3.81K | Buy |
860
+327
| +61% | +$1.45K | ﹤0.01% | 2262 |
|
|
2022
Q4 | $2.69K | Hold |
533
| – | – | ﹤0.01% | 2254 |
|
|
2022
Q3 | $2K | Sell |
533
-167
| -24% | -$627 | ﹤0.01% | 2188 |
|
|
2022
Q2 | $3K | Sell |
700
-15
| -2% | -$64 | ﹤0.01% | 2018 |
|
|
2022
Q1 | $4K | Hold |
715
| – | – | ﹤0.01% | 1929 |
|
|
2021
Q4 | $3K | Hold |
715
| – | – | ﹤0.01% | 203 |
|
|
2021
Q3 | $3K | Sell |
715
-6,878
| -91% | -$28.9K | ﹤0.01% | 1729 |
|
|
2021
Q2 | $29K | Sell |
7,593
-129
| -2% | -$493 | ﹤0.01% | 1057 |
|
|
2021
Q1 | $34K | Hold |
7,722
| – | – | ﹤0.01% | 915 |
|
|
2020
Q4 | $28K | Hold |
7,722
| – | – | ﹤0.01% | 918 |
|
|
2020
Q3 | $18K | Hold |
7,722
| – | – | ﹤0.01% | 957 |
|
|
2020
Q2 | $21K | Sell |
7,722
-545
| -7% | -$1.48K | ﹤0.01% | 880 |
|
|
2020
Q1 | $19K | Sell |
8,267
-6,732
| -45% | -$15.5K | ﹤0.01% | 810 |
|
|
2019
Q4 | $63K | Buy |
14,999
+338
| +2% | +$1.42K | 0.01% | 587 |
|
|
2019
Q3 | $56K | Sell |
14,661
-587
| -4% | -$2.24K | 0.01% | 606 |
|
|
2019
Q2 | $67K | Sell |
15,248
-544
| -3% | -$2.39K | 0.01% | 544 |
|
|
2019
Q1 | $65K | Hold |
15,792
| – | – | 0.02% | 478 |
|
|
2018
Q4 | $63K | Hold |
15,792
| – | – | 0.02% | 465 |
|
|
2018
Q3 | $87K | Sell |
15,792
-427
| -3% | -$2.35K | 0.02% | 431 |
|
|
2018
Q2 | $80K | Buy |
16,219
+7,458
| +85% | +$36.8K | 0.02% | 429 |
|
|
2018
Q1 | $48K | Hold |
8,761
| – | – | 0.01% | 531 |
|
|
2017
Q4 | $45K | Buy |
+8,761
| New | +$45K | 0.01% | 515 |
|