Rothschild Investment LLC’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.2K | Buy |
7,906
+559
| +8% | +$4.05K | ﹤0.01% | 750 |
|
|
2025
Q1 | $48.4K | Sell |
7,347
-4,720
| -39% | -$31.1K | ﹤0.01% | 773 |
|
|
2024
Q4 | $71.1K | Sell |
12,067
-549
| -4% | -$3.23K | ﹤0.01% | 713 |
|
|
2024
Q3 | $80.6K | Buy |
12,616
+955
| +8% | +$6.1K | 0.01% | 697 |
|
|
2024
Q2 | $71.5K | Buy |
11,661
+9,911
| +566% | +$60.8K | 0.01% | 691 |
|
|
2024
Q1 | $10.6K | Buy |
1,750
+1,390
| +386% | +$8.41K | ﹤0.01% | 1041 |
|
|
2023
Q4 | $2.07K | Buy |
+360
| New | +$2.07K | ﹤0.01% | 1142 |
|
|
2019
Q2 | – | Sell |
-16,273
| Closed | -$67K | – | 385 |
|
|
2019
Q1 | $67K | Hold |
16,273
| – | – | 0.01% | 371 |
|
|
2018
Q4 | $65K | Sell |
16,273
-4,086
| -20% | -$16.3K | 0.01% | 359 |
|
|
2018
Q3 | $112K | Sell |
20,359
-4,447
| -18% | -$24.5K | 0.01% | 368 |
|
|
2018
Q2 | $122K | Sell |
24,806
-6,231
| -20% | -$30.6K | 0.02% | 364 |
|
|
2018
Q1 | $171K | Sell |
31,037
-15,631
| -33% | -$86.1K | 0.02% | 358 |
|
|
2017
Q4 | $239K | Sell |
46,668
-984
| -2% | -$5.04K | 0.03% | 364 |
|
|
2017
Q3 | $224K | Sell |
47,652
-1,323
| -3% | -$6.22K | 0.03% | 377 |
|
|
2017
Q2 | $198K | Sell |
48,975
-11,409
| -19% | -$46.1K | 0.02% | 421 |
|
|
2017
Q1 | $238K | Sell |
60,384
-15,599
| -21% | -$61.5K | 0.03% | 390 |
|
|
2016
Q4 | $323K | Sell |
75,983
-5,712
| -7% | -$24.3K | 0.04% | 329 |
|
|
2016
Q3 | $243K | Sell |
81,695
-6,688
| -8% | -$19.9K | 0.03% | 389 |
|
|
2016
Q2 | $263K | Sell |
88,383
-14,493
| -14% | -$43.1K | 0.03% | 374 |
|
|
2016
Q1 | $407K | Sell |
102,876
-18,782
| -15% | -$74.3K | 0.05% | 293 |
|
|
2015
Q4 | $496K | Buy |
121,658
+383
| +0.3% | +$1.56K | 0.06% | 272 |
|
|
2015
Q3 | $501K | Sell |
121,275
-1,557
| -1% | -$6.43K | 0.07% | 282 |
|
|
2015
Q2 | $639K | Buy |
122,832
+6,382
| +5% | +$33.2K | 0.07% | 270 |
|
|
2015
Q1 | $638K | Buy |
116,450
+59,483
| +104% | +$326K | 0.07% | 260 |
|
|
2014
Q4 | $295K | Buy |
56,967
+19,778
| +53% | +$102K | 0.04% | 377 |
|
|
2014
Q3 | $211K | Buy |
37,189
+9,670
| +35% | +$54.9K | 0.03% | 444 |
|
|
2014
Q2 | $164K | Hold |
27,519
| – | – | 0.02% | 398 |
|
|
2014
Q1 | $172K | Sell |
27,519
-936
| -3% | -$5.85K | 0.02% | 392 |
|
|
2013
Q4 | $183K | Sell |
28,455
-1,473
| -5% | -$9.47K | 0.03% | 389 |
|
|
2013
Q3 | $150K | Sell |
29,928
-1,031
| -3% | -$5.17K | 0.02% | 366 |
|
|
2013
Q2 | $142K | Buy |
+30,959
| New | +$142K | 0.02% | 341 |
|