Concourse Financial Group Securities’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-206
| Closed | -$75.7K | – | 379 |
|
|
2024
Q4 | $75.7K | Sell |
206
-13
| -6% | -$4.78K | ﹤0.01% | 1034 |
|
|
2024
Q3 | $75.8K | Sell |
219
-59
| -21% | -$20.4K | ﹤0.01% | 1034 |
|
|
2024
Q2 | $81.6K | Sell |
278
-20
| -7% | -$5.87K | 0.01% | 995 |
|
|
2024
Q1 | $99.4K | Sell |
298
-2
| -0.7% | -$667 | 0.01% | 915 |
|
|
2023
Q4 | $87.2K | Sell |
300
-460
| -61% | -$134K | 0.01% | 940 |
|
|
2023
Q3 | $246K | Sell |
760
-948
| -56% | -$307K | 0.02% | 563 |
|
|
2023
Q2 | $589K | Buy |
1,708
+70
| +4% | +$24.2K | 0.04% | 396 |
|
|
2023
Q1 | $517K | Sell |
1,638
-9
| -0.5% | -$2.84K | 0.04% | 425 |
|
|
2022
Q4 | $494K | Buy |
+1,647
| New | +$494K | 0.04% | 412 |
|
|
2022
Q3 | – | Sell |
-1,948
| Closed | -$525K | – | 2282 |
|
|
2022
Q2 | $525K | Sell |
1,948
-187
| -9% | -$50.4K | 0.04% | 386 |
|
|
2022
Q1 | $695K | Sell |
2,135
-6,730
| -76% | -$2.19M | 0.05% | 354 |
|
|
2021
Q4 | $2.66M | Buy |
8,865
+727
| +9% | +$218K | 0.15% | 127 |
|
|
2021
Q3 | $2.33M | Buy |
8,138
+1,270
| +18% | +$363K | 0.14% | 138 |
|
|
2021
Q2 | $1.64M | Buy |
6,868
+1,795
| +35% | +$429K | 0.1% | 187 |
|
|
2021
Q1 | $1.17M | Buy |
5,073
+472
| +10% | +$109K | 0.08% | 223 |
|
|
2020
Q4 | $972K | Buy |
4,601
+1,642
| +55% | +$347K | 0.07% | 235 |
|
|
2020
Q3 | $610K | Buy |
2,959
+137
| +5% | +$28.2K | 0.05% | 296 |
|
|
2020
Q2 | $544K | Buy |
+2,822
| New | +$544K | 0.05% | 285 |
|
|
2020
Q1 | – | Sell |
-1,364
| Closed | -$284K | – | 2312 |
|
|
2019
Q4 | $284K | Buy |
1,364
+1,103
| +423% | +$230K | 0.03% | 408 |
|
|
2019
Q3 | $51K | Sell |
261
-960
| -79% | -$188K | 0.01% | 609 |
|
|
2019
Q2 | $235K | Sell |
1,221
-23
| -2% | -$4.43K | 0.02% | 429 |
|
|
2019
Q1 | $212K | Buy |
1,244
+57
| +5% | +$9.71K | 0.02% | 463 |
|
|
2018
Q4 | $172K | Buy |
1,187
+1,048
| +754% | +$152K | 0.02% | 473 |
|
|
2018
Q3 | $21K | Buy |
+139
| New | +$21K | 0.01% | 831 |
|