Loring Wolcott & Coolidge Fiduciary Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.9K | Hold |
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|
2025
Q2 | $11.7K | Hold |
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|
2025
Q1 | $10.2K | Hold |
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|
2024
Q4 | $10.6K | Sell |
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|
2024
Q3 | $15.3K | Hold |
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|
2024
Q2 | $15K | Hold |
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|
2024
Q1 | $14.4K | Hold |
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|
2023
Q4 | $13.8K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $12.1K | Hold |
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|
2023
Q1 | $10.2K | Hold |
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|
2022
Q4 | $12K | Hold |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $24K | Sell |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $28K | Sell |
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|
2021
Q2 | $26K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $22K | Hold |
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|
2019
Q4 | $40K | Sell |
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|
2019
Q3 | $41K | Sell |
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|
2019
Q2 | $50K | Sell |
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|
2019
Q1 | $48K | Sell |
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|
2018
Q4 | $63K | Hold |
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|
2018
Q3 | $87K | Sell |
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|
2018
Q2 | $80K | Sell |
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|
2018
Q1 | $92K | Sell |
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|
2017
Q4 | $101K | Sell |
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|
2017
Q3 | $104K | Sell |
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|
2017
Q2 | $159K | Sell |
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|
2017
Q1 | $321K | Hold |
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|
2016
Q4 | $346K | Hold |
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|
2016
Q3 | $241K | Sell |
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|
2016
Q2 | $251K | Sell |
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|
2016
Q1 | $344K | Hold |
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|
2015
Q4 | $354K | Hold |
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|
2015
Q3 | $462K | Sell |
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|
2015
Q2 | $462K | Sell |
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|
2015
Q1 | $496K | Hold |
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|
2014
Q4 | $469K | Hold |
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|
2014
Q3 | $514K | Sell |
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|
2014
Q2 | $548K | Hold |
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|
2014
Q1 | $575K | Hold |
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|
2013
Q4 | $592K | Sell |
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|
2013
Q3 | $471K | Hold |
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|
2013
Q2 | $430K | Buy |
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