Loring Wolcott & Coolidge Fiduciary Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Hold |
1,610
| – | – | ﹤0.01% | 477 |
|
|
2025
Q1 | $10.2K | Hold |
1,610
| – | – | ﹤0.01% | 481 |
|
|
2024
Q4 | $10.6K | Sell |
1,610
-770
| -32% | -$5.08K | ﹤0.01% | 487 |
|
|
2024
Q3 | $15.3K | Hold |
2,380
| – | – | ﹤0.01% | 471 |
|
|
2024
Q2 | $15K | Hold |
2,380
| – | – | ﹤0.01% | 468 |
|
|
2024
Q1 | $14.4K | Hold |
2,380
| – | – | ﹤0.01% | 477 |
|
|
2023
Q4 | $13.8K | Buy |
+2,380
| New | +$13.8K | ﹤0.01% | 482 |
|
|
2023
Q3 | – | Sell |
-2,380
| Closed | -$12.1K | – | 611 |
|
|
2023
Q2 | $12.1K | Hold |
2,380
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $10.2K | Hold |
2,380
| – | – | ﹤0.01% | 511 |
|
|
2022
Q4 | $12K | Hold |
2,380
| – | – | ﹤0.01% | 492 |
|
|
2022
Q3 | $9K | Sell |
2,380
-3,338
| -58% | -$12.6K | ﹤0.01% | 529 |
|
|
2022
Q2 | $24K | Sell |
5,718
-122
| -2% | -$512 | ﹤0.01% | 488 |
|
|
2022
Q1 | $30K | Hold |
5,840
| – | – | ﹤0.01% | 485 |
|
|
2021
Q4 | $28K | Hold |
5,840
| – | – | ﹤0.01% | 515 |
|
|
2021
Q3 | $28K | Sell |
5,840
-763
| -12% | -$3.66K | ﹤0.01% | 501 |
|
|
2021
Q2 | $26K | Buy |
+6,603
| New | +$26K | ﹤0.01% | 518 |
|
|
2021
Q1 | – | Sell |
-9,667
| Closed | -$35K | – | 304 |
|
|
2020
Q4 | $35K | Hold |
9,667
| – | – | ﹤0.01% | 458 |
|
|
2020
Q3 | $23K | Hold |
9,667
| – | – | ﹤0.01% | 454 |
|
|
2020
Q2 | $26K | Hold |
9,667
| – | – | ﹤0.01% | 423 |
|
|
2020
Q1 | $22K | Hold |
9,667
| – | – | ﹤0.01% | 454 |
|
|
2019
Q4 | $40K | Sell |
9,667
-1,171
| -11% | -$4.85K | ﹤0.01% | 439 |
|
|
2019
Q3 | $41K | Sell |
10,838
-433
| -4% | -$1.64K | ﹤0.01% | 423 |
|
|
2019
Q2 | $50K | Sell |
11,271
-403
| -3% | -$1.79K | ﹤0.01% | 405 |
|
|
2019
Q1 | $48K | Sell |
11,674
-4,161
| -26% | -$17.1K | ﹤0.01% | 410 |
|
|
2018
Q4 | $63K | Hold |
15,835
| – | – | ﹤0.01% | 383 |
|
|
2018
Q3 | $87K | Sell |
15,835
-428
| -3% | -$2.35K | ﹤0.01% | 365 |
|
|
2018
Q2 | $80K | Sell |
16,263
-417
| -3% | -$2.05K | ﹤0.01% | 378 |
|
|
2018
Q1 | $92K | Sell |
16,680
-2,995
| -15% | -$16.5K | ﹤0.01% | 377 |
|
|
2017
Q4 | $101K | Sell |
19,675
-2,459
| -11% | -$12.6K | ﹤0.01% | 360 |
|
|
2017
Q3 | $104K | Sell |
22,134
-13,873
| -39% | -$65.2K | ﹤0.01% | 353 |
|
|
2017
Q2 | $159K | Sell |
36,007
-45,227
| -56% | -$200K | ﹤0.01% | 294 |
|
|
2017
Q1 | $321K | Hold |
81,234
| – | – | 0.01% | 221 |
|
|
2016
Q4 | $346K | Hold |
81,234
| – | – | 0.01% | 220 |
|
|
2016
Q3 | $241K | Sell |
81,234
-2,901
| -3% | -$8.61K | 0.01% | 248 |
|
|
2016
Q2 | $251K | Sell |
84,135
-2,804
| -3% | -$8.37K | 0.01% | 237 |
|
|
2016
Q1 | $344K | Hold |
86,939
| – | – | 0.01% | 204 |
|
|
2015
Q4 | $354K | Hold |
86,939
| – | – | 0.01% | 223 |
|
|
2015
Q3 | $462K | Sell |
86,939
-1,932
| -2% | -$10.3K | 0.01% | 206 |
|
|
2015
Q2 | $462K | Sell |
88,871
-1,616
| -2% | -$8.4K | 0.01% | 206 |
|
|
2015
Q1 | $496K | Hold |
90,487
| – | – | 0.01% | 211 |
|
|
2014
Q4 | $469K | Hold |
90,487
| – | – | 0.01% | 207 |
|
|
2014
Q3 | $514K | Sell |
90,487
-1,560
| -2% | -$8.86K | 0.01% | 188 |
|
|
2014
Q2 | $548K | Hold |
92,047
| – | – | 0.01% | 186 |
|
|
2014
Q1 | $575K | Hold |
92,047
| – | – | 0.02% | 180 |
|
|
2013
Q4 | $592K | Sell |
92,047
-1,681
| -2% | -$10.8K | 0.02% | 178 |
|
|
2013
Q3 | $471K | Hold |
93,728
| – | – | 0.01% | 186 |
|
|
2013
Q2 | $430K | Buy |
+93,728
| New | +$430K | 0.01% | 201 |
|