Montag & Associates’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76K | Hold |
190
| – | – | ﹤0.01% | 857 |
|
|
2025
Q1 | $1.25K | Hold |
190
| – | – | ﹤0.01% | 929 |
|
|
2024
Q4 | $1.12K | Hold |
190
| – | – | ﹤0.01% | 940 |
|
|
2024
Q3 | $1.22K | Hold |
190
| – | – | ﹤0.01% | 956 |
|
|
2024
Q2 | $1.2K | Hold |
190
| – | – | ﹤0.01% | 913 |
|
|
2024
Q1 | $1.15K | Sell |
190
-823
| -81% | -$4.98K | ﹤0.01% | 912 |
|
|
2023
Q4 | $5.84K | Hold |
1,013
| – | – | ﹤0.01% | 813 |
|
|
2023
Q3 | $4.86K | Hold |
1,013
| – | – | ﹤0.01% | 801 |
|
|
2023
Q2 | $5.14K | Hold |
1,013
| – | – | ﹤0.01% | 816 |
|
|
2023
Q1 | $4.36K | Hold |
1,013
| – | – | ﹤0.01% | 822 |
|
|
2022
Q4 | $5.11K | Buy |
1,013
+823
| +433% | +$4.15K | ﹤0.01% | 814 |
|
|
2022
Q3 | $1K | Sell |
190
-5
| -3% | -$26 | ﹤0.01% | 824 |
|
|
2022
Q2 | $1K | Buy |
+195
| New | +$1K | ﹤0.01% | 780 |
|