IFP Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25K | Hold |
725
| – | – | ﹤0.01% | 3344 |
|
|
2025
Q1 | $4.78K | Buy |
+725
| New | +$4.78K | ﹤0.01% | 2860 |
|
|
2024
Q2 | – | Sell |
-317
| Closed | -$1.92K | – | 3229 |
|
|
2024
Q1 | $1.92K | Hold |
317
| – | – | ﹤0.01% | 2707 |
|
|
2023
Q4 | $1.83K | Hold |
317
| – | – | ﹤0.01% | 2700 |
|
|
2023
Q3 | $1.52K | Hold |
317
| – | – | ﹤0.01% | 2904 |
|
|
2023
Q2 | $1.61K | Sell |
317
-5,000
| -94% | -$25.3K | ﹤0.01% | 2948 |
|
|
2023
Q1 | $46.8K | Sell |
5,317
-9,926
| -65% | -$87.4K | ﹤0.01% | 1613 |
|
|
2022
Q4 | $134K | Sell |
15,243
-1,098
| -7% | -$9.65K | ﹤0.01% | 1577 |
|
|
2022
Q3 | $153K | Buy |
16,341
+4,555
| +39% | +$42.6K | ﹤0.01% | 1577 |
|
|
2022
Q2 | $110K | Sell |
11,786
-251
| -2% | -$2.34K | ﹤0.01% | 1624 |
|
|
2022
Q1 | $110K | Buy |
12,037
+6,392
| +113% | +$58.4K | ﹤0.01% | 1624 |
|
|
2021
Q4 | $26K | Hold |
5,645
| – | – | ﹤0.01% | 1791 |
|
|
2021
Q3 | $27K | Sell |
5,645
-225
| -4% | -$1.08K | ﹤0.01% | 1798 |
|
|
2021
Q2 | $22K | Sell |
5,870
-99
| -2% | -$371 | ﹤0.01% | 1882 |
|
|
2021
Q1 | $27K | Hold |
5,969
| – | – | ﹤0.01% | 1701 |
|
|
2020
Q4 | $21K | Sell |
5,969
-2,881
| -33% | -$10.1K | ﹤0.01% | 1767 |
|
|
2020
Q3 | $20K | Sell |
8,850
-8,228
| -48% | -$18.6K | ﹤0.01% | 1636 |
|
|
2020
Q2 | $47K | Hold |
17,078
| – | – | ﹤0.01% | 1241 |
|
|
2020
Q1 | $42K | Buy |
17,078
+1,327
| +8% | +$3.26K | ﹤0.01% | 1195 |
|
|
2019
Q4 | $66K | Buy |
15,751
+758
| +5% | +$3.18K | 0.01% | 1133 |
|
|
2019
Q3 | $57K | Buy |
+14,993
| New | +$57K | ﹤0.01% | 1306 |
|
|
2019
Q1 | $26K | Buy |
6,442
+2,614
| +68% | +$10.6K | ﹤0.01% | 1217 |
|
|
2018
Q4 | $15K | Sell |
3,828
-2,522
| -40% | -$9.88K | ﹤0.01% | 2249 |
|
|
2018
Q3 | $35K | Sell |
6,350
-20
| -0.3% | -$110 | ﹤0.01% | 2081 |
|
|
2018
Q2 | $31K | Sell |
6,370
-8,759
| -58% | -$42.6K | ﹤0.01% | 2168 |
|
|
2018
Q1 | $78K | Hold |
15,129
| – | – | ﹤0.01% | 1528 |
|
|
2017
Q4 | $78K | Sell |
15,129
-5,542
| -27% | -$28.6K | ﹤0.01% | 1525 |
|
|
2017
Q3 | $97K | Sell |
20,671
-963
| -4% | -$4.52K | ﹤0.01% | 1569 |
|
|
2017
Q2 | $87K | Buy |
21,634
+3,343
| +18% | +$13.4K | ﹤0.01% | 1596 |
|
|
2017
Q1 | $72K | Buy |
18,291
+7,568
| +71% | +$29.8K | ﹤0.01% | 1693 |
|
|
2016
Q4 | $46K | Buy |
10,723
+1,887
| +21% | +$8.1K | ﹤0.01% | 1915 |
|
|
2016
Q3 | $26K | Sell |
8,836
-15,981
| -64% | -$47K | ﹤0.01% | 2216 |
|
|
2016
Q2 | $74K | Buy |
24,817
+17,140
| +223% | +$51.1K | ﹤0.01% | 1512 |
|
|
2016
Q1 | $26K | Sell |
7,677
-1,401
| -15% | -$4.75K | ﹤0.01% | 1217 |
|
|
2015
Q4 | $37K | Buy |
+9,078
| New | +$37K | ﹤0.01% | 1781 |
|