Trek Financial’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Sell |
13,897
-216
| -2% | -$1.56K | 0.01% | 406 |
|
|
2025
Q1 | $93K | Sell |
14,113
-1,447
| -9% | -$9.54K | 0.01% | 375 |
|
|
2024
Q4 | $91.6K | Sell |
15,560
-944
| -6% | -$5.56K | 0.01% | 400 |
|
|
2024
Q3 | $105K | Sell |
16,504
-3,792
| -19% | -$24.2K | 0.01% | 382 |
|
|
2024
Q2 | $124K | Sell |
20,296
-5,866
| -22% | -$36K | 0.01% | 378 |
|
|
2024
Q1 | $158K | Sell |
26,162
-1,229
| -4% | -$7.44K | 0.01% | 379 |
|
|
2023
Q4 | $158K | Buy |
+27,391
| New | +$158K | 0.01% | 298 |
|