Spire Wealth Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87K | Hold |
258
| – | – | ﹤0.01% | 2186 |
|
|
2025
Q1 | $1.7K | Hold |
258
| – | – | ﹤0.01% | 2309 |
|
|
2024
Q4 | $1.52K | Buy |
+258
| New | +$1.52K | ﹤0.01% | 2303 |
|
|
2023
Q4 | – | Sell |
-8,718
| Closed | -$41.8K | – | 2358 |
|
|
2023
Q3 | $41.8K | Sell |
8,718
-230
| -3% | -$1.1K | ﹤0.01% | 1225 |
|
|
2023
Q2 | $45.4K | Hold |
8,948
| – | – | ﹤0.01% | 1235 |
|
|
2023
Q1 | $38.5K | Buy |
8,948
+3,078
| +52% | +$13.2K | ﹤0.01% | 1313 |
|
|
2022
Q4 | $30K | Hold |
5,870
| – | – | ﹤0.01% | 1189 |
|
|
2022
Q3 | $23K | Sell |
5,870
-11,553
| -66% | -$45.3K | ﹤0.01% | 1269 |
|
|
2022
Q2 | $75K | Sell |
17,423
-9,193
| -35% | -$39.6K | ﹤0.01% | 1141 |
|
|
2022
Q1 | $135K | Sell |
26,616
-264
| -1% | -$1.34K | ﹤0.01% | 1061 |
|
|
2021
Q4 | $127K | Buy |
26,880
+264
| +1% | +$1.25K | ﹤0.01% | 1303 |
|
|
2021
Q3 | $130K | Sell |
26,616
-511
| -2% | -$2.5K | ﹤0.01% | 1094 |
|
|
2021
Q2 | $105K | Sell |
27,127
-734
| -3% | -$2.84K | ﹤0.01% | 1168 |
|
|
2021
Q1 | $122K | Buy |
+27,861
| New | +$122K | ﹤0.01% | 1306 |
|