PDS 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 | $120K | Buy |
16,550
+5,127
| +45% | +$37.1K | 0.01% | 500 |
|
|
2025
Q1 | $75.3K | Hold |
11,423
| – | – | 0.01% | 464 |
|
|
2024
Q4 | $67.3K | Hold |
11,423
| – | – | 0.01% | 431 |
|
|
2024
Q3 | $73K | Hold |
11,423
| – | – | 0.01% | 431 |
|
|
2024
Q2 | $70K | Hold |
11,423
| – | – | 0.01% | 383 |
|
|
2024
Q1 | $69.1K | Buy |
11,423
+478
| +4% | +$2.89K | 0.01% | 388 |
|
|
2023
Q4 | $63K | Sell |
10,945
-787
| -7% | -$4.53K | 0.01% | 360 |
|
|
2023
Q3 | $56.3K | Buy |
11,732
+787
| +7% | +$3.78K | 0.01% | 332 |
|
|
2023
Q2 | $55.5K | Buy |
10,945
+426
| +4% | +$2.16K | 0.01% | 335 |
|
|
2023
Q1 | $45.2K | Buy |
+10,519
| New | +$45.2K | 0.01% | 298 |
|