Kestra Advisory Services’s Aegon AEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$462K Hold
63,767
﹤0.01% 2019
2025
Q1
$420K Sell
63,767
-4,242
-6% -$28K ﹤0.01% 1933
2024
Q4
$401K Sell
68,009
-42,506
-38% -$250K ﹤0.01% 2018
2024
Q3
$706K Sell
110,515
-9,743
-8% -$62.3K ﹤0.01% 1537
2024
Q2
$737K Buy
120,258
+52,682
+78% +$323K ﹤0.01% 1504
2024
Q1
$409K Sell
67,576
-38
-0.1% -$230 ﹤0.01% 1792
2023
Q4
$389K Sell
67,614
-260
-0.4% -$1.5K ﹤0.01% 1679
2023
Q3
$326K Buy
67,874
+7,792
+13% +$37.4K ﹤0.01% 1608
2023
Q2
$305K Buy
60,082
+419
+0.7% +$2.12K ﹤0.01% 1601
2023
Q1
$257K Sell
59,663
-3,440
-5% -$14.8K ﹤0.01% 1667
2022
Q4
$318K Sell
63,103
-2,403
-4% -$12.1K ﹤0.01% 1702
2022
Q3
$259K Buy
65,506
+6,939
+12% +$27.4K ﹤0.01% 1691
2022
Q2
$251K Buy
58,567
+12,173
+26% +$52.2K ﹤0.01% 1745
2022
Q1
$235K Sell
46,394
-36,044
-44% -$183K ﹤0.01% 1742
2021
Q4
$389K Sell
82,438
-79,175
-49% -$374K ﹤0.01% 1452
2021
Q3
$787K Buy
161,613
+68,083
+73% +$332K 0.01% 1143
2021
Q2
$362K Buy
93,530
+16,585
+22% +$64.2K ﹤0.01% 1453
2021
Q1
$336K Sell
76,945
-86,449
-53% -$378K ﹤0.01% 1390
2020
Q4
$591K Buy
163,394
+87,523
+115% +$317K 0.01% 1125
2020
Q3
$179K Buy
+75,871
New +$179K ﹤0.01% 1306