Ritholtz Wealth Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $411K | Sell |
56,561
-5,926
| -9% | -$44.2K | 0.01% | 857 |
|
|
2025
Q4 | $482K | Buy |
62,487
+13,136
| +27% | +$100K | 0.01% | 732 |
|
|
2025
Q3 | $394K | Sell |
49,351
-16
| -0% | -$119 | 0.01% | 747 |
|
|
2025
Q2 | $357K | Buy |
49,367
+39
| +0.1% | +$261 | 0.01% | 742 |
|
|
2025
Q1 | $325K | Hold |
49,328
| – | – | 0.01% | 723 |
|
|
2024
Q4 | $291K | Sell |
49,328
-745
| -1% | -$4.67K | 0.01% | 719 |
|
|
2024
Q3 | $320K | Sell |
50,073
-590
| -1% | -$3.65K | 0.01% | 680 |
|
|
2024
Q2 | $311K | Sell |
50,663
-1,134
| -2% | -$7.16K | 0.01% | 645 |
|
|
2024
Q1 | $313K | Hold |
51,797
| – | – | 0.01% | 623 |
|
|
2023
Q4 | $298K | Sell |
51,797
-136
| -0.3% | -$707 | 0.01% | 598 |
|
|
2023
Q3 | $249K | Sell |
51,933
-7
| -0% | -$36 | 0.01% | 588 |
|
|
2023
Q2 | $263K | Sell |
51,940
-1,937
| -4% | -$8.88K | 0.01% | 569 |
|
|
2023
Q1 | $232K | Sell |
53,877
-6,969
| -11% | -$35.3K | 0.01% | 580 |
|
|
2022
Q4 | $307K | Sell |
60,846
-3,719
| -6% | -$17.2K | 0.02% | 454 |
|
|
2022
Q3 | $256K | Sell |
64,565
-2,000
| -3% | -$8.71K | 0.01% | 592 |
|
|
2022
Q2 | $285K | Sell |
66,565
-3,240
| -5% | -$16.1K | 0.02% | 424 |
|
|
2022
Q1 | $353K | Sell |
69,805
-5,460
| -7% | -$27.6K | 0.02% | 380 |
|
|
2021
Q4 | $356K | Sell |
75,265
-970
| -1% | -$4.54K | 0.02% | 375 |
|
|
2021
Q3 | $371K | Sell |
76,235
-8,858
| -10% | -$38.4K | 0.03% | 331 |
|
|
2021
Q2 | $330K | Sell |
85,093
-19,169
| -18% | -$81.6K | 0.02% | 347 |
|
|
2021
Q1 | $455K | Buy |
104,262
+26,472
| +34% | +$111K | 0.04% | 226 |
|
|
2020
Q4 | $284K | Buy |
77,790
+19,089
| +33% | +$58.4K | 0.03% | 271 |
|
|
2020
Q3 | $139K | Sell |
58,701
-5,100
| -8% | -$13.6K | 0.02% | 286 |
|
|
2020
Q2 | $173K | Buy |
+63,801
| New | +$157K | 0.02% | 246 |
|
Other funds holding AEG
AA