CAPTRUST Financial 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 | $9.36M | Buy |
26,248
+1,913
| +8% | +$682K | 0.02% | 476 |
|
|
2025
Q1 | $9.71M | Buy |
24,335
+2,416
| +11% | +$964K | 0.02% | 443 |
|
|
2024
Q4 | $7.87M | Sell |
21,919
-1,137
| -5% | -$408K | 0.02% | 422 |
|
|
2024
Q3 | $7.98M | Buy |
23,056
+2,315
| +11% | +$801K | 0.02% | 414 |
|
|
2024
Q2 | $6.09M | Buy |
20,741
+3,038
| +17% | +$892K | 0.02% | 461 |
|
|
2024
Q1 | $5.91M | Sell |
17,703
-5,517
| -24% | -$1.84M | 0.02% | 450 |
|
|
2023
Q4 | $6.76M | Buy |
23,220
+787
| +4% | +$229K | 0.02% | 459 |
|
|
2023
Q3 | $7.27M | Buy |
22,433
+3,056
| +16% | +$991K | 0.03% | 404 |
|
|
2023
Q2 | $6.69M | Sell |
19,377
-232
| -1% | -$80.1K | 0.03% | 415 |
|
|
2023
Q1 | $6.18M | Buy |
19,609
+545
| +3% | +$172K | 0.03% | 406 |
|
|
2022
Q4 | $5.72M | Buy |
19,064
+2,737
| +17% | +$821K | 0.03% | 405 |
|
|
2022
Q3 | $4.37M | Buy |
16,327
+1,284
| +9% | +$344K | 0.03% | 436 |
|
|
2022
Q2 | $4.06M | Buy |
15,043
+431
| +3% | +$116K | 0.03% | 417 |
|
|
2022
Q1 | $4.76M | Buy |
14,612
+1,718
| +13% | +$559K | 0.03% | 377 |
|
|
2021
Q4 | $3.88M | Sell |
12,894
-446
| -3% | -$134K | 0.03% | 418 |
|
|
2021
Q3 | $3.81M | Buy |
13,340
+206
| +2% | +$58.9K | 0.03% | 375 |
|
|
2021
Q2 | $3.14M | Buy |
13,134
+2,404
| +22% | +$574K | 0.03% | 385 |
|
|
2021
Q1 | $2.47M | Buy |
10,730
+4,349
| +68% | +$1M | 0.03% | 416 |
|
|
2020
Q4 | $1.35M | Buy |
6,381
+721
| +13% | +$152K | 0.02% | 505 |
|
|
2020
Q3 | $1.17M | Buy |
5,660
+1,929
| +52% | +$398K | 0.02% | 461 |
|
|
2020
Q2 | $713K | Sell |
3,731
-136
| -4% | -$26K | 0.01% | 595 |
|
|
2020
Q1 | $594K | Sell |
3,867
-6
| -0.2% | -$922 | 0.01% | 544 |
|
|
2019
Q4 | $809K | Buy |
3,873
+1,032
| +36% | +$216K | 0.01% | 555 |
|
|
2019
Q3 | $550K | Sell |
2,841
-59
| -2% | -$11.4K | 0.02% | 389 |
|
|
2019
Q2 | $560K | Buy |
2,900
+16
| +0.6% | +$3.09K | 0.02% | 370 |
|
|
2019
Q1 | $492K | Sell |
2,884
-407
| -12% | -$69.4K | 0.02% | 363 |
|
|
2018
Q4 | $478K | Buy |
3,291
+46
| +1% | +$6.68K | 0.03% | 314 |
|
|
2018
Q3 | $499K | Buy |
3,245
+1,345
| +71% | +$207K | 0.02% | 314 |
|
|
2018
Q2 | $261K | Buy |
1,900
+80
| +4% | +$11K | 0.01% | 319 |
|
|
2018
Q1 | $252K | Buy |
1,820
+28
| +2% | +$3.88K | 0.02% | 292 |
|
|
2017
Q4 | $240K | Buy |
+1,792
| New | +$240K | 0.01% | 297 |
|