Kestra Advisory Services’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $660K | Buy |
90,943
+30,088
| +49% | +$224K | ﹤0.01% | 2017 |
|
|
2025
Q4 | $469K | Buy |
60,855
+1,672
| +3% | +$12.8K | ﹤0.01% | 2201 |
|
|
2025
Q3 | $473K | Sell |
59,183
-4,584
| -7% | -$34.2K | ﹤0.01% | 2102 |
|
|
2025
Q2 | $462K | Hold |
63,767
| – | – | ﹤0.01% | 2027 |
|
|
2025
Q1 | $420K | Sell |
63,767
-4,242
| -6% | -$27.1K | ﹤0.01% | 1934 |
|
|
2024
Q4 | $401K | Sell |
68,009
-42,506
| -38% | -$266K | ﹤0.01% | 2026 |
|
|
2024
Q3 | $706K | Sell |
110,515
-9,743
| -8% | -$60.3K | ﹤0.01% | 1540 |
|
|
2024
Q2 | $737K | Buy |
120,258
+52,682
| +78% | +$333K | ﹤0.01% | 1508 |
|
|
2024
Q1 | $409K | Sell |
67,576
-38
| -0.1% | -$221 | ﹤0.01% | 1792 |
|
|
2023
Q4 | $389K | Sell |
67,614
-260
| -0.4% | -$1.35K | ﹤0.01% | 1679 |
|
|
2023
Q3 | $326K | Buy |
67,874
+7,792
| +13% | +$40.1K | ﹤0.01% | 1608 |
|
|
2023
Q2 | $305K | Buy |
60,082
+419
| +0.7% | +$1.92K | ﹤0.01% | 1601 |
|
|
2023
Q1 | $257K | Sell |
59,663
-3,440
| -5% | -$17.4K | ﹤0.01% | 1667 |
|
|
2022
Q4 | $318K | Sell |
63,103
-2,403
| -4% | -$11.1K | ﹤0.01% | 1702 |
|
|
2022
Q3 | $259K | Buy |
65,506
+6,939
| +12% | +$30.2K | ﹤0.01% | 1691 |
|
|
2022
Q2 | $251K | Buy |
58,567
+12,173
| +26% | +$60.4K | ﹤0.01% | 1745 |
|
|
2022
Q1 | $235K | Sell |
46,394
-36,044
| -44% | -$182K | ﹤0.01% | 1742 |
|
|
2021
Q4 | $389K | Sell |
82,438
-79,175
| -49% | -$370K | ﹤0.01% | 1452 |
|
|
2021
Q3 | $787K | Buy |
161,613
+68,083
| +73% | +$295K | 0.01% | 1143 |
|
|
2021
Q2 | $362K | Buy |
93,530
+16,585
| +22% | +$70.6K | ﹤0.01% | 1453 |
|
|
2021
Q1 | $336K | Sell |
76,945
-86,449
| -53% | -$362K | ﹤0.01% | 1390 |
|
|
2020
Q4 | $591K | Buy |
163,394
+87,523
| +115% | +$268K | 0.01% | 1125 |
|
|
2020
Q3 | $179K | Buy |
+75,871
| New | +$202K | ﹤0.01% | 1306 |
|
Other funds holding AEG
AA