United Capital 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 | $196K | Sell |
27,028
-2,496
| -8% | -$18.1K | ﹤0.01% | 1054 |
|
|
2025
Q1 | $195K | Buy |
29,524
+3
| +0% | +$20 | ﹤0.01% | 1013 |
|
|
2024
Q4 | $174K | Sell |
29,521
-3,324
| -10% | -$19.6K | ﹤0.01% | 1022 |
|
|
2024
Q3 | $210K | Sell |
32,845
-1,065
| -3% | -$6.81K | ﹤0.01% | 996 |
|
|
2024
Q2 | $208K | Buy |
33,910
+3,482
| +11% | +$21.3K | ﹤0.01% | 962 |
|
|
2024
Q1 | $184K | Sell |
30,428
-1,403
| -4% | -$8.49K | ﹤0.01% | 1023 |
|
|
2023
Q4 | $183K | Buy |
+31,831
| New | +$183K | ﹤0.01% | 1007 |
|
|
2020
Q1 | – | Sell |
-14,913
| Closed | -$62K | – | 1179 |
|
|
2019
Q4 | $62K | Buy |
+14,913
| New | +$62K | ﹤0.01% | 1318 |
|
|
2018
Q3 | – | Sell |
-71,768
| Closed | -$354K | – | 1327 |
|
|
2018
Q2 | $354K | Buy |
+71,768
| New | +$354K | ﹤0.01% | 1032 |
|
|
2016
Q3 | – | Sell |
-22,642
| Closed | -$67K | – | 1255 |
|
|
2016
Q2 | $67K | Sell |
22,642
-9,557
| -30% | -$28.3K | ﹤0.01% | 1227 |
|
|
2016
Q1 | $127K | Buy |
32,199
+6,813
| +27% | +$26.9K | ﹤0.01% | 1164 |
|
|
2015
Q4 | $103K | Buy |
+25,386
| New | +$103K | ﹤0.01% | 1172 |
|
|
2015
Q3 | – | Sell |
-14,324
| Closed | -$75K | – | 1239 |
|
|
2015
Q2 | $75K | Buy |
+14,324
| New | +$75K | ﹤0.01% | 1234 |
|
|
2015
Q1 | – | Sell |
-14,704
| Closed | -$76K | – | 1235 |
|
|
2014
Q4 | $76K | Sell |
14,704
-67
| -0.5% | -$346 | ﹤0.01% | 1142 |
|
|
2014
Q3 | $84K | Buy |
+14,771
| New | +$84K | ﹤0.01% | 1084 |
|