Capital Investment Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Sell |
1,843
-74
| -4% | -$26.4K | 0.01% | 409 |
|
|
2025
Q1 | $765K | Buy |
1,917
+92
| +5% | +$36.7K | 0.02% | 362 |
|
|
2024
Q4 | $656K | Buy |
1,825
+28
| +2% | +$10.1K | 0.01% | 380 |
|
|
2024
Q3 | $622K | Buy |
1,797
+7
| +0.4% | +$2.42K | 0.01% | 377 |
|
|
2024
Q2 | $526K | Sell |
1,790
-2
| -0.1% | -$587 | 0.01% | 384 |
|
|
2024
Q1 | $598K | Sell |
1,792
-2
| -0.1% | -$668 | 0.01% | 367 |
|
|
2023
Q4 | $522K | Sell |
1,794
-7
| -0.4% | -$2.04K | 0.01% | 374 |
|
|
2023
Q3 | $584K | Sell |
1,801
-76
| -4% | -$24.6K | 0.02% | 329 |
|
|
2023
Q2 | $648K | Sell |
1,877
-4
| -0.2% | -$1.38K | 0.02% | 303 |
|
|
2023
Q1 | $593K | Sell |
1,881
-22
| -1% | -$6.94K | 0.02% | 326 |
|
|
2022
Q4 | $571K | Sell |
1,903
-5
| -0.3% | -$1.5K | 0.02% | 338 |
|
|
2022
Q3 | $511K | Hold |
1,908
| – | – | 0.02% | 335 |
|
|
2022
Q2 | $515K | Hold |
1,908
| – | – | 0.02% | 340 |
|
|
2022
Q1 | $621K | Sell |
1,908
-29
| -1% | -$9.44K | 0.02% | 334 |
|
|
2021
Q4 | $582K | Hold |
1,937
| – | – | 0.02% | 351 |
|
|
2021
Q3 | $554K | Sell |
1,937
-14
| -0.7% | -$4K | 0.02% | 350 |
|
|
2021
Q2 | $466K | Buy |
1,951
+7
| +0.4% | +$1.67K | 0.02% | 372 |
|
|
2021
Q1 | $447K | Buy |
1,944
+268
| +16% | +$61.6K | 0.02% | 364 |
|
|
2020
Q4 | $354K | Hold |
1,676
| – | – | 0.01% | 387 |
|
|
2020
Q3 | $346K | Hold |
1,676
| – | – | 0.02% | 366 |
|
|
2020
Q2 | $323K | Buy |
1,676
+20
| +1% | +$3.85K | 0.02% | 369 |
|
|
2020
Q1 | $273K | Sell |
1,656
-58
| -3% | -$9.56K | 0.02% | 361 |
|
|
2019
Q4 | $357K | Sell |
1,714
-59
| -3% | -$12.3K | 0.02% | 373 |
|
|
2019
Q3 | $343K | Hold |
1,773
| – | – | 0.02% | 367 |
|
|
2019
Q2 | $342K | Buy |
1,773
+117
| +7% | +$22.6K | 0.02% | 363 |
|
|
2019
Q1 | $283K | Hold |
1,656
| – | – | 0.02% | 384 |
|
|
2018
Q4 | $241K | Hold |
1,656
| – | – | 0.02% | 402 |
|
|
2018
Q3 | $255K | Hold |
1,656
| – | – | 0.02% | 421 |
|
|
2018
Q2 | $227K | Hold |
1,656
| – | – | 0.01% | 429 |
|
|
2018
Q1 | $232K | Hold |
1,656
| – | – | 0.02% | 429 |
|
|
2017
Q4 | $222K | Hold |
1,656
| – | – | 0.01% | 429 |
|
|
2017
Q3 | $242K | Hold |
1,656
| – | – | 0.02% | 404 |
|
|
2017
Q2 | $220K | Buy |
+1,656
| New | +$220K | 0.02% | 419 |
|