OLIO Financial Planning’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Hold |
84,149
| – | – | 0.19% | 33 |
|
|
2025
Q1 | $555K | Hold |
84,149
| – | – | 0.19% | 33 |
|
|
2024
Q4 | $496K | Buy |
+84,149
| New | +$496K | 0.17% | 37 |
|
|
2023
Q4 | – | Sell |
-84,149
| Closed | -$404K | – | 53 |
|
|
2023
Q3 | $404K | Buy |
+84,149
| New | +$404K | 0.19% | 35 |
|
|
2022
Q3 | – | Sell |
-39,967
| Closed | -$171K | – | 43 |
|
|
2022
Q2 | $171K | Sell |
39,967
-851
| -2% | -$3.64K | 0.1% | 43 |
|
|
2022
Q1 | $207K | Buy |
+40,818
| New | +$207K | 0.12% | 44 |
|