Provenance Wealth 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 | – | Sell |
-2,900
| Closed | -$19.1K | – | 423 |
|
|
2025
Q1 | $19.1K | Hold |
2,900
| – | – | ﹤0.01% | 279 |
|
|
2024
Q4 | $17.1K | Hold |
2,900
| – | – | ﹤0.01% | 282 |
|
|
2024
Q3 | $18.5K | Hold |
2,900
| – | – | ﹤0.01% | 293 |
|
|
2024
Q2 | $17.8K | Hold |
2,900
| – | – | ﹤0.01% | 265 |
|
|
2024
Q1 | $17.5K | Buy |
+2,900
| New | +$17.5K | ﹤0.01% | 284 |
|