JFS Wealth Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08K | Hold |
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|
2025
Q1 | $3.72K | Hold |
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|
2024
Q4 | $3.32K | Buy |
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|
2024
Q3 | $3.31K | Hold |
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|
2024
Q2 | $3.18K | Hold |
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|
2024
Q1 | $3.13K | Hold |
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|
2023
Q4 | $2.98K | Hold |
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|
2023
Q3 | $2.49K | Hold |
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|
2023
Q2 | $2.63K | Sell |
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|
2023
Q1 | $2.95K | Buy |
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|
2022
Q4 | $3.44K | Sell |
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|
2022
Q3 | $38K | Buy |
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|
2022
Q2 | $41K | Sell |
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|
2022
Q1 | $49K | Sell |
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|
2021
Q4 | $57K | Buy |
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|
2021
Q3 | $58K | Sell |
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|
2021
Q2 | $47K | Sell |
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|
2021
Q1 | $54K | Hold |
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|
2020
Q4 | $45K | Hold |
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|
2020
Q3 | $29K | Hold |
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|
2020
Q2 | $33K | Sell |
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|
2020
Q1 | $28K | Hold |
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|
2019
Q4 | $52K | Hold |
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|
2019
Q3 | $47K | Sell |
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|
2019
Q2 | $57K | Sell |
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|
2019
Q1 | $55K | Hold |
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|
2018
Q4 | $53K | Hold |
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|
2018
Q3 | $74K | Sell |
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|
2018
Q2 | $66K | Sell |
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|
2018
Q1 | $86K | Hold |
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|
2017
Q4 | $80K | Sell |
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|
2017
Q3 | $81K | Sell |
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|
2017
Q2 | $70K | Sell |
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|
2017
Q1 | $74K | Hold |
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|
2016
Q4 | $74K | Sell |
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|
2016
Q3 | $52K | Sell |
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|
2016
Q2 | $52K | Buy |
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|
2016
Q1 | $66K | Hold |
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|
2015
Q4 | $68K | Hold |
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|
2015
Q3 | $69K | Buy |
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|
2015
Q2 | $57K | Sell |
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|
2015
Q1 | $60K | Hold |
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|
2014
Q4 | $57K | Hold |
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|
2014
Q3 | $63K | Sell |
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|
2014
Q2 | $66K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $104K | Sell |
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|
2013
Q3 | $114K | Buy |
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|
2013
Q2 | $97.5K | Buy |
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