Kestra Private Wealth 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
$206K Buy
28,500
+7,000
+33% +$50.7K ﹤0.01% 1487
2025
Q1
$142K Buy
21,500
+600
+3% +$3.95K ﹤0.01% 1427
2024
Q4
$123K Buy
+20,900
New +$123K ﹤0.01% 1352