Sequoia Financial 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 | $171K | Buy |
23,576
+1,440
| +7% | +$10.4K | ﹤0.01% | 1485 |
|
|
2025
Q1 | $146K | Sell |
22,136
-472
| -2% | -$3.11K | ﹤0.01% | 1287 |
|
|
2024
Q4 | $133K | Sell |
22,608
-138
| -0.6% | -$813 | ﹤0.01% | 1256 |
|
|
2024
Q3 | $145K | Sell |
22,746
-4
| -0% | -$26 | ﹤0.01% | 1195 |
|
|
2024
Q2 | $140K | Buy |
22,750
+969
| +4% | +$5.96K | ﹤0.01% | 1132 |
|
|
2024
Q1 | $132K | Buy |
21,781
+2,002
| +10% | +$12.1K | ﹤0.01% | 1088 |
|
|
2023
Q4 | $114K | Buy |
19,779
+3,235
| +20% | +$18.6K | ﹤0.01% | 1147 |
|
|
2023
Q3 | $79.4K | Sell |
16,544
-3,235
| -16% | -$15.5K | ﹤0.01% | 926 |
|
|
2023
Q2 | $100K | Buy |
19,779
+3,525
| +22% | +$17.9K | ﹤0.01% | 918 |
|
|
2023
Q1 | $69.9K | Sell |
16,254
-1,412
| -8% | -$6.07K | ﹤0.01% | 819 |
|
|
2022
Q4 | $89K | Buy |
17,666
+4,859
| +38% | +$24.5K | ﹤0.01% | 774 |
|
|
2022
Q3 | $51K | Sell |
12,807
-6,499
| -34% | -$25.9K | ﹤0.01% | 520 |
|
|
2022
Q2 | $83K | Sell |
19,306
-288
| -1% | -$1.24K | ﹤0.01% | 572 |
|
|
2022
Q1 | $99K | Buy |
19,594
+5,702
| +41% | +$28.8K | ﹤0.01% | 640 |
|
|
2021
Q4 | $66K | Buy |
+13,892
| New | +$66K | ﹤0.01% | 581 |
|