Allworth Financial’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Sell |
2,108
-65
| -3% | -$23.2K | ﹤0.01% | 710 |
|
|
2025
Q1 | $793K | Buy |
2,173
+53
| +3% | +$19.3K | ﹤0.01% | 577 |
|
|
2024
Q4 | $779K | Buy |
2,120
+4
| +0.2% | +$1.47K | ﹤0.01% | 584 |
|
|
2024
Q3 | $732K | Buy |
2,116
+19
| +0.9% | +$6.57K | ﹤0.01% | 495 |
|
|
2024
Q2 | $621K | Buy |
2,097
+254
| +14% | +$75.2K | ﹤0.01% | 524 |
|
|
2024
Q1 | $615K | Buy |
1,843
+618
| +50% | +$206K | ﹤0.01% | 502 |
|
|
2023
Q4 | $357K | Sell |
1,225
-25
| -2% | -$7.28K | ﹤0.01% | 602 |
|
|
2023
Q3 | $405K | Sell |
1,250
-148
| -11% | -$48K | ﹤0.01% | 537 |
|
|
2023
Q2 | $483K | Buy |
1,398
+8
| +0.6% | +$2.76K | ﹤0.01% | 509 |
|
|
2023
Q1 | $438K | Buy |
1,390
+116
| +9% | +$36.6K | ﹤0.01% | 496 |
|
|
2022
Q4 | $382K | Buy |
1,274
+47
| +4% | +$14.1K | ﹤0.01% | 507 |
|
|
2022
Q3 | $329K | Buy |
1,227
+62
| +5% | +$16.6K | ﹤0.01% | 501 |
|
|
2022
Q2 | $314K | Buy |
1,165
+45
| +4% | +$12.1K | ﹤0.01% | 479 |
|
|
2022
Q1 | $365K | Buy |
1,120
+22
| +2% | +$7.17K | ﹤0.01% | 449 |
|
|
2021
Q4 | $330K | Buy |
1,098
+155
| +16% | +$46.6K | ﹤0.01% | 437 |
|
|
2021
Q3 | $269K | Buy |
943
+892
| +1,749% | +$254K | ﹤0.01% | 418 |
|
|
2021
Q2 | $12K | Buy |
51
+1
| +2% | +$235 | ﹤0.01% | 981 |
|
|
2021
Q1 | $12K | Hold |
50
| – | – | ﹤0.01% | 925 |
|
|
2020
Q4 | $11K | Hold |
50
| – | – | ﹤0.01% | 805 |
|
|
2020
Q3 | $10K | Hold |
50
| – | – | ﹤0.01% | 707 |
|
|
2020
Q2 | $10K | Hold |
50
| – | – | ﹤0.01% | 717 |
|
|
2020
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 739 |
|
|
2019
Q4 | $10K | Hold |
50
| – | – | ﹤0.01% | 641 |
|
|
2019
Q3 | $10K | Hold |
50
| – | – | ﹤0.01% | 575 |
|
|
2019
Q2 | $10K | Sell |
50
-1,506
| -97% | -$301K | ﹤0.01% | 579 |
|
|
2019
Q1 | $266K | Buy |
1,556
+50
| +3% | +$8.55K | 0.01% | 141 |
|
|
2018
Q4 | $219K | Hold |
1,506
| – | – | 0.01% | 141 |
|
|
2018
Q3 | $232K | Hold |
1,506
| – | – | 0.01% | 141 |
|
|
2018
Q2 | $207K | Hold |
1,506
| – | – | 0.01% | 141 |
|
|
2018
Q1 | $211K | Hold |
1,506
| – | – | 0.02% | 115 |
|
|
2017
Q4 | $202K | Hold |
1,506
| – | – | 0.02% | 114 |
|
|
2017
Q3 | $220K | Hold |
1,506
| – | – | 0.02% | 103 |
|
|
2017
Q2 | $200K | Buy |
+1,506
| New | +$200K | 0.02% | 109 |
|