JFS Wealth 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 | $4.08K | Hold |
564
| – | – | ﹤0.01% | 1151 |
|
|
2025
Q1 | $3.72K | Hold |
564
| – | – | ﹤0.01% | 1241 |
|
|
2024
Q4 | $3.32K | Buy |
564
+46
| +9% | +$271 | ﹤0.01% | 1281 |
|
|
2024
Q3 | $3.31K | Hold |
518
| – | – | ﹤0.01% | 1275 |
|
|
2024
Q2 | $3.18K | Hold |
518
| – | – | ﹤0.01% | 1251 |
|
|
2024
Q1 | $3.13K | Hold |
518
| – | – | ﹤0.01% | 1282 |
|
|
2023
Q4 | $2.98K | Hold |
518
| – | – | ﹤0.01% | 1262 |
|
|
2023
Q3 | $2.49K | Hold |
518
| – | – | ﹤0.01% | 1278 |
|
|
2023
Q2 | $2.63K | Sell |
518
-168
| -24% | -$852 | ﹤0.01% | 1281 |
|
|
2023
Q1 | $2.95K | Buy |
686
+4
| +0.6% | +$17 | ﹤0.01% | 1213 |
|
|
2022
Q4 | $3.44K | Sell |
682
-8,987
| -93% | -$45.3K | ﹤0.01% | 1147 |
|
|
2022
Q3 | $38K | Buy |
9,669
+150
| +2% | +$590 | ﹤0.01% | 437 |
|
|
2022
Q2 | $41K | Sell |
9,519
-123
| -1% | -$530 | ﹤0.01% | 429 |
|
|
2022
Q1 | $49K | Sell |
9,642
-2,426
| -20% | -$12.3K | ﹤0.01% | 434 |
|
|
2021
Q4 | $57K | Buy |
12,068
+211
| +2% | +$997 | 0.01% | 399 |
|
|
2021
Q3 | $58K | Sell |
11,857
-228
| -2% | -$1.12K | 0.01% | 393 |
|
|
2021
Q2 | $47K | Sell |
12,085
-205
| -2% | -$797 | 0.01% | 274 |
|
|
2021
Q1 | $54K | Hold |
12,290
| – | – | 0.01% | 240 |
|
|
2020
Q4 | $45K | Hold |
12,290
| – | – | 0.01% | 257 |
|
|
2020
Q3 | $29K | Hold |
12,290
| – | – | 0.01% | 283 |
|
|
2020
Q2 | $33K | Sell |
12,290
-100
| -0.8% | -$269 | 0.01% | 262 |
|
|
2020
Q1 | $28K | Hold |
12,390
| – | – | 0.01% | 253 |
|
|
2019
Q4 | $52K | Hold |
12,390
| – | – | 0.01% | 237 |
|
|
2019
Q3 | $47K | Sell |
12,390
-495
| -4% | -$1.88K | 0.01% | 239 |
|
|
2019
Q2 | $57K | Sell |
12,885
-460
| -3% | -$2.04K | 0.01% | 231 |
|
|
2019
Q1 | $55K | Hold |
13,345
| – | – | 0.01% | 221 |
|
|
2018
Q4 | $53K | Hold |
13,345
| – | – | 0.01% | 222 |
|
|
2018
Q3 | $74K | Sell |
13,345
-3
| -0% | -$17 | 0.02% | 219 |
|
|
2018
Q2 | $66K | Sell |
13,348
-2,229
| -14% | -$11K | 0.02% | 223 |
|
|
2018
Q1 | $86K | Hold |
15,577
| – | – | 0.02% | 204 |
|
|
2017
Q4 | $80K | Sell |
15,577
-1,623
| -9% | -$8.34K | 0.02% | 214 |
|
|
2017
Q3 | $81K | Sell |
17,200
-2
| -0% | -$9 | 0.02% | 199 |
|
|
2017
Q2 | $70K | Sell |
17,202
-229
| -1% | -$932 | 0.02% | 198 |
|
|
2017
Q1 | $74K | Hold |
17,431
| – | – | 0.02% | 192 |
|
|
2016
Q4 | $74K | Sell |
17,431
-130
| -0.7% | -$552 | 0.02% | 192 |
|
|
2016
Q3 | $52K | Sell |
17,561
-2
| -0% | -$6 | 0.01% | 235 |
|
|
2016
Q2 | $52K | Buy |
17,563
+906
| +5% | +$2.68K | 0.01% | 248 |
|
|
2016
Q1 | $66K | Hold |
16,657
| – | – | 0.02% | 209 |
|
|
2015
Q4 | $68K | Hold |
16,657
| – | – | 0.02% | 215 |
|
|
2015
Q3 | $69K | Buy |
16,657
+5,644
| +51% | +$23.4K | 0.03% | 178 |
|
|
2015
Q2 | $57K | Sell |
11,013
-1
| -0% | -$5 | 0.03% | 171 |
|
|
2015
Q1 | $60K | Hold |
11,014
| – | – | 0.03% | 166 |
|
|
2014
Q4 | $57K | Hold |
11,014
| – | – | 0.01% | 171 |
|
|
2014
Q3 | $63K | Sell |
11,014
-2
| -0% | -$11 | 0.01% | 156 |
|
|
2014
Q2 | $66K | Buy |
+11,016
| New | +$66K | 0.01% | 159 |
|
|
2014
Q1 | – | Sell |
-16,237
| Closed | -$104K | – | 113 |
|
|
2013
Q4 | $104K | Sell |
16,237
-6,426
| -28% | -$41.2K | 0.05% | 127 |
|
|
2013
Q3 | $114K | Buy |
22,663
+1,411
| +7% | +$7.1K | 0.05% | 122 |
|
|
2013
Q2 | $97.5K | Buy |
+21,252
| New | +$97.5K | 0.05% | 110 |
|