Legacy Capital Group California’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
42,565
+6,020
| +16% | +$43.6K | 0.09% | 257 |
|
|
2025
Q1 | $241K | Buy |
36,545
+2,442
| +7% | +$16.1K | 0.08% | 277 |
|
|
2024
Q4 | $201K | Buy |
34,103
+18
| +0.1% | +$106 | 0.06% | 319 |
|
|
2024
Q3 | $218K | Buy |
+34,085
| New | +$218K | 0.07% | 292 |
|
|
2023
Q2 | – | Sell |
-21,250
| Closed | -$91.4K | – | 263 |
|
|
2023
Q1 | $91.4K | Buy |
+21,250
| New | +$91.4K | 0.04% | 238 |
|