Kovitz Investment Group Partners’s Aegon AEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94.5K Buy
12,924
+127
+1% +$928 ﹤0.01% 1323
2025
Q1
$84.3K Buy
12,797
+5
+0% +$33 ﹤0.01% 1206
2024
Q4
$75.3K Sell
12,792
-565
-4% -$3.33K ﹤0.01% 1199
2024
Q3
$59.3K Buy
+13,357
New +$59.3K ﹤0.01% 1000