Steward Partners Investment Advisory’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15K | Hold |
435
| – | – | ﹤0.01% | 3619 |
|
|
2025
Q1 | $2.87K | Buy |
435
+57
| +15% | +$376 | ﹤0.01% | 3556 |
|
|
2024
Q4 | $2.23K | Hold |
378
| – | – | ﹤0.01% | 3609 |
|
|
2024
Q3 | $2.42K | Hold |
378
| – | – | ﹤0.01% | 3410 |
|
|
2024
Q2 | $2.32K | Hold |
378
| – | – | ﹤0.01% | 3251 |
|
|
2024
Q1 | $2.29K | Hold |
378
| – | – | ﹤0.01% | 3267 |
|
|
2023
Q4 | $2.18K | Hold |
378
| – | – | ﹤0.01% | 3187 |
|
|
2023
Q3 | $1.81K | Hold |
378
| – | – | ﹤0.01% | 3093 |
|
|
2023
Q2 | $1.92K | Hold |
378
| – | – | ﹤0.01% | 3029 |
|
|
2023
Q1 | $1.63K | Hold |
378
| – | – | ﹤0.01% | 3056 |
|
|
2022
Q4 | $1.91K | Hold |
378
| – | – | ﹤0.01% | 3025 |
|
|
2022
Q3 | $1K | Sell |
378
-9
| -2% | -$24 | ﹤0.01% | 3091 |
|
|
2022
Q2 | $2K | Sell |
387
-8
| -2% | -$41 | ﹤0.01% | 2973 |
|
|
2022
Q1 | $2K | Hold |
395
| – | – | ﹤0.01% | 3065 |
|
|
2021
Q4 | $2K | Hold |
395
| – | – | ﹤0.01% | 2996 |
|
|
2021
Q3 | $2K | Sell |
395
-8
| -2% | -$41 | ﹤0.01% | 2966 |
|
|
2021
Q2 | $2K | Sell |
403
-309
| -43% | -$1.53K | ﹤0.01% | 6846 |
|
|
2021
Q1 | $3.11K | Buy |
712
+302
| +74% | +$1.32K | ﹤0.01% | 3130 |
|
|
2020
Q4 | $1K | Hold |
410
| – | – | ﹤0.01% | 2762 |
|
|
2020
Q3 | $1K | Sell |
410
-150
| -27% | -$366 | ﹤0.01% | 2632 |
|
|
2020
Q2 | $2K | Buy |
560
+150
| +37% | +$536 | ﹤0.01% | 2453 |
|
|
2020
Q1 | $0 | Hold |
410
| – | – | ﹤0.01% | 2472 |
|
|
2019
Q4 | $1K | Sell |
410
-794
| -66% | -$1.94K | ﹤0.01% | 2482 |
|
|
2019
Q3 | $4K | Sell |
1,204
-48
| -4% | -$159 | ﹤0.01% | 2279 |
|
|
2019
Q2 | $5K | Buy |
+1,252
| New | +$5K | ﹤0.01% | 2198 |
|
|
2018
Q4 | – | Sell |
-1,297
| Closed | -$7K | – | 796 |
|
|
2018
Q3 | $7K | Sell |
1,297
-2,366
| -65% | -$12.8K | ﹤0.01% | 1997 |
|
|
2018
Q2 | $18K | Sell |
3,663
-2,071
| -36% | -$10.2K | ﹤0.01% | 1502 |
|
|
2018
Q1 | $31K | Buy |
5,734
+4,020
| +235% | +$21.7K | ﹤0.01% | 1174 |
|
|
2017
Q4 | $8K | Buy |
1,714
+556
| +48% | +$2.6K | ﹤0.01% | 1389 |
|
|
2017
Q3 | $5K | Buy |
1,158
+680
| +142% | +$2.94K | ﹤0.01% | 1275 |
|
|
2017
Q2 | $1K | Sell |
478
-13
| -3% | -$27 | ﹤0.01% | 1497 |
|
|
2017
Q1 | $1K | Hold |
491
| – | – | ﹤0.01% | 1381 |
|
|
2016
Q4 | $2K | Buy |
+491
| New | +$2K | ﹤0.01% | 742 |
|