D.A. Davidson & Co’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Sell |
2,238
-89
| -4% | -$31.8K | 0.01% | 878 |
|
|
2025
Q1 | $929K | Buy |
2,327
+99
| +4% | +$39.5K | 0.01% | 789 |
|
|
2024
Q4 | $800K | Sell |
2,228
-143
| -6% | -$51.4K | 0.01% | 846 |
|
|
2024
Q3 | $820K | Buy |
2,371
+8
| +0.3% | +$2.77K | 0.01% | 840 |
|
|
2024
Q2 | $694K | Sell |
2,363
-173
| -7% | -$50.8K | 0.01% | 865 |
|
|
2024
Q1 | $846K | Sell |
2,536
-48
| -2% | -$16K | 0.01% | 795 |
|
|
2023
Q4 | $752K | Hold |
2,584
| – | – | 0.01% | 802 |
|
|
2023
Q3 | $838K | Buy |
2,584
+116
| +5% | +$37.6K | 0.01% | 732 |
|
|
2023
Q2 | $852K | Buy |
2,468
+79
| +3% | +$27.3K | 0.01% | 741 |
|
|
2023
Q1 | $751K | Sell |
2,389
-72
| -3% | -$22.6K | 0.01% | 769 |
|
|
2022
Q4 | $741K | Sell |
2,461
-23
| -0.9% | -$6.93K | 0.01% | 722 |
|
|
2022
Q3 | $668K | Buy |
2,484
+12
| +0.5% | +$3.23K | 0.01% | 721 |
|
|
2022
Q2 | $667K | Sell |
2,472
-466
| -16% | -$126K | 0.01% | 725 |
|
|
2022
Q1 | $957K | Sell |
2,938
-344
| -10% | -$112K | 0.01% | 669 |
|
|
2021
Q4 | $986K | Sell |
3,282
-18
| -0.5% | -$5.41K | 0.01% | 661 |
|
|
2021
Q3 | $943K | Sell |
3,300
-26
| -0.8% | -$7.43K | 0.01% | 652 |
|
|
2021
Q2 | $794K | Hold |
3,326
| – | – | 0.01% | 696 |
|
|
2021
Q1 | $765K | Sell |
3,326
-57
| -2% | -$13.1K | 0.01% | 669 |
|
|
2020
Q4 | $710K | Hold |
3,383
| – | – | 0.01% | 598 |
|
|
2020
Q3 | $698K | Buy |
3,383
+660
| +24% | +$136K | 0.01% | 538 |
|
|
2020
Q2 | $524K | Buy |
2,723
+414
| +18% | +$79.7K | 0.01% | 581 |
|
|
2020
Q1 | $385K | Sell |
2,309
-582
| -20% | -$97K | 0.01% | 655 |
|
|
2019
Q4 | $602K | Buy |
2,891
+800
| +38% | +$167K | 0.01% | 640 |
|
|
2019
Q3 | $405K | Sell |
2,091
-418
| -17% | -$81K | 0.01% | 711 |
|
|
2019
Q2 | $484K | Sell |
2,509
-308
| -11% | -$59.4K | 0.01% | 642 |
|
|
2019
Q1 | $419K | Sell |
2,817
-421
| -13% | -$62.6K | 0.01% | 739 |
|
|
2018
Q4 | $471K | Sell |
3,238
-53
| -2% | -$7.71K | 0.01% | 668 |
|
|
2018
Q3 | $506K | Sell |
3,291
-16
| -0.5% | -$2.46K | 0.01% | 707 |
|
|
2018
Q2 | $454K | Buy |
3,307
+294
| +10% | +$40.4K | 0.01% | 737 |
|
|
2018
Q1 | $423K | Buy |
3,013
+29
| +1% | +$4.07K | 0.01% | 745 |
|
|
2017
Q4 | $400K | Buy |
2,984
+332
| +13% | +$44.5K | 0.01% | 738 |
|
|
2017
Q3 | $387K | Sell |
2,652
-2,051
| -44% | -$299K | 0.01% | 748 |
|
|
2017
Q2 | $625K | Buy |
4,703
+257
| +6% | +$34.2K | 0.01% | 563 |
|
|
2017
Q1 | $527K | Sell |
4,446
-615
| -12% | -$72.9K | 0.01% | 590 |
|
|
2016
Q4 | $561K | Buy |
5,061
+5
| +0.1% | +$554 | 0.01% | 621 |
|
|
2016
Q3 | $566K | Buy |
5,056
+4,462
| +751% | +$500K | 0.01% | 592 |
|
|
2016
Q2 | $63K | Buy |
594
+332
| +127% | +$35.2K | ﹤0.01% | 1319 |
|
|
2016
Q1 | $26K | Sell |
262
-138
| -35% | -$13.7K | ﹤0.01% | 1627 |
|
|
2015
Q4 | $36K | Buy |
400
+10
| +3% | +$900 | ﹤0.01% | 1514 |
|
|
2015
Q3 | $33K | Buy |
390
+369
| +1,757% | +$31.2K | ﹤0.01% | 1521 |
|
|
2015
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 2101 |
|
|
2014
Q2 | – | Sell |
-2,514
| Closed | -$211K | – | 2089 |
|
|
2014
Q1 | $211K | Hold |
2,514
| – | – | 0.01% | 860 |
|
|
2013
Q4 | $210K | Buy |
+2,514
| New | +$210K | 0.01% | 822 |
|